Modify a notification template

The Notification Templates tab on the Configuration page displays the list of pre-defined notification templates as links. These template links are segregated according to the categories listed in the Category column. The templates can be used in their existing format or customized to suit your requirements.

To modify a template:

  1. Click the template link to be modified. The Edit page for that template is displayed.
  2. Modify the template. The following options are possible:
    1. Click the Edit Subject link at the top to modify the subject of the template. The Edit Subject link is available only for notification templates for What-ifs and Requests.
    2. Click the Design tab at the bottom of the template to edit in plain English.
    3. Select the required font, font size and font style.
    4. From the Insert Variables drop-down list, drag and drop the required variable onto the template. The application validates the variables before they are added to the notification template and only the variables listed in the Insert Variables drop-down list can be added. If users add variables that are not listed in the drop-down list then an error message is displayed. A variable can also be edited or removed as required.
    5. Click the Upload Image icon to upload image files. The Image Manager pop-up window is displayed. Click Upload to add multiple image files.
  3. Once modifications are made, click Preview to see what your notification will look like.
  4. Click Save.