To create a new template, click Create or copy an existing out-of-box template or another custom template for an event.
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Code EditorFor more details on using the code editors on this page for Email Subject and Email Body, see Working with the Code Editor. |
Field | Description |
|---|---|
Template Name | The name of the template. |
Events | Associate an event for the template (e.g. Workflow Request Completed). You can also assign more than one event to the same template. |
Email Subject | The script to be used for email subject for the event(s). |
Email Body | The script to be used for email body for the event(s). |
Payload | The payload is used in the code editor to give suggestions of what variables and methods are available when accessing the $payload variable, as this will vary depending on the event. If more than one event is associated to this template, use this to switch between the selected events. |
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Both Subject and Body will be able to reference the payload object related to an event. Using the shortcuts, you will be able to access all the data associated to an event using the variable $payload. The below table shows the events and associate payload objects.
Events | Payload Object Name | ||
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Workflow Request Scheduled | |||
Folder Request Scheduled | NotifApplicationRequest|||
Api Token Expiration | |||
Pipeline Gate Approval Assigned Pipeline Gate Approval Rejected | |||
Pipeline Manual Step Assigned | |||
Pipeline Step Execution Failed | |||
Workflow PreDeploy Review Assigned Workflow PreDeploy Review Rejected | |||
Workflow Approval Assigned Workflow Request Pending Approval | |||
Workflow Approval AssignedRequest Failed | Workflow Request Pending ApprovalReady Workflow Predeploy Pending Review Workflow Predeploy Review Request Rejected | ||
Folder Request Pending Approval | |||
Pipeline Gate Approval Assigned | |||
Pipeline Manual Step Assigned | |||
Pipeline Step Exec Failed | NotifPipelineStepExectionRequestWorkflow Request Scheduled |
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Each payload object of an event holds a different set of data. Please use the link for each payload and go through the methods available to structure your HTML content for the template. You can always use the Preview and Send Test options to test and validate your script using the test data available. |
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