Customizing the layout for email notifications

By default, a standard template is provided for emails sent by the Activities engine for tasks, alerts, and notifications. This template is described in the email_template.htm file.

You can customize the layout of the email notifications sent for alerts, tasks and notifications created by Event Management or Workflow. To customize, you can download the standard template from ION, perform the customizations, and then upload the new templates.

  1. Download the standard template.
    1. In ION, navigate to Configuration > ION Service > Configuration Files and expand the E-mail templates section on the Configuration Files tab.
    2. Click Download to obtain the standard set of email templates from the ION installation.
  2. Perform customizations of the email layout.
    1. Unzip the downloaded file to a local folder and perform the required customization. The procedure to perform the customization is explained later.
    2. By default, a standard template is used as described in the email_template.htm file. You can customize this template or you can specify a new template file called custom_template.htm.
      Alternatively, you can specify a different template for each monitor, each workflow, or each step in a workflow in addition to the email_template.htm file. You can specify translated templates in a language of your choice.
      You can also use an additional .properties file to specify different email properties.
  3. Upload the customized email templates.
    1. Create customized email templates and ensure the changes are according to HTML standards.
    2. After the customizations are completed, zip the files again. Ensure that the root folder where the files are stored is not added to the archive.
    3. In ION, navigate to Configuration > ION Service > Configuration Files and expand the E-mail templates section on the Configuration Files tab.
    4. Click Upload Updated Set of Templates to upload the new zip file to the server.
    5. Click Save on the Configure page. The new templates are now available for email notifications from Activities engine.