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Create Message Templates

Create a message template that contains the values to use for the notification message. When you send multiple notification messages, you can use the message templates to simplify your workload.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

Follow these steps:

  1. Select Notifications, Message Templates from the Administration tab.

    The Message Template List page opens.

  2. Click Create New.

    The Create New Message Template page opens.

  3. Complete the fields as appropriate.
    Symbol

    Defines a unique identifier for this message template.

    Object Type

    Specifies the object type associated with this template. For example, select Request/ Incident/ Problem for any notification related to a ticket.

    Record Status

    Specifies the status of the template as either active or inactive. Set the status to Active to use the message template.

    Auto Notification

    Specifies to send the notification associated with this template automatically, when the activity occurs. For example, you set up an initial notification, set up the objects to notify, and set up the message template, but you are not ready to turn on the notifications. In this case, you do not select Auto Notification. When you are ready to start automatic notifications, you select the check box. The notification becomes active and occurs as defined.

    Notify Level

    Indicates the relative importance of sending this notification. For example, select Emergency if you want to send the email notification to the contact immediately when the associated activity occurs.

    Notification Message Title

    Specifies the summary title of the message. You can use variables to insert the incident number in the message title. For example, @{call_req_id.type.sym} @{call_req_id.ref_num} @{type.sym}.

    Notification Message Body

    Specifies the content of the message. You can use variables to insert the analyst name, end-user name, and description into the message. For example,

    @{call_req_id.type.sym} @{call_req_id.ref_num} @{type.sym}.
    
    Assigned to: @{call_req_id.assignee.combo_name}
    
    Customer: @{call_req_id.customer.combo_name}
    
    Description: @{call_req_id.description}
    
    
    
    Click on the following URL to view:
    
    @{call_req_id.web_url}
    

    You can use the ARTIFACT keyword to specify how artifacts are handled in outbound messages, message templates, notifications, and auto-replies. The ARTIFACT keyword uses the following values:

    • NONE—Specifies no validation of artifacts. This value is the same as not using the keyword.
    • PROTECTED—Validates a ticket against the hash for confirmation. If confirmation fails, the artifact is considered invalid and filtering fails when filtering searching for an artifact ({{object_id}}).
    • SECURE—Decrypts the ticket number. If the value is not a valid password, the artifact is considered invalid and filtering fails when filtering is searching for an artifact ({{object_id}}).
    HTML Message

    Specifies the HTML message that is displayed to the recipient. If the recipient receives the message on an external device, such as a cell phone or PDA, the message displays in plain text only. Click Edit HTML Message to open the HTML Editor.

    Quick View

    Displays the message as it appears to the recipient.

    HTML Source

    Displays the message in the HTML source code.

  4. Click Save.

    The message template is created.

More information:

Update a Message Template

Search for a Message Template