Customizing Task Templates
You can customize a template when a new task type is defined or an activity which creates the task is associated to another business transaction.
Defining a new template
You can insert new custom template into cloud_portal.email_templates table directly from the back end.
INSERT INTO email_templates ("template_name", template_text, category, locale, template_name_locale) VALUES ('TEMPLATE_NAME', 'TEMPLATE_TEXT', 4, 'LOCALE', 'TEMPLATE_NAME_LOCALE); TEMPLATE_NAME: This must have the structure as shown below. TASK_<UPPERCASE OF BUSINESS_TRANSACTION type>_<UPPERCASE of TASK type) For example: TASK_TENANTSTATECHANGE_FINANCE_APPROVALTEMPLATE_TEXT: Its Apache Velocity template and can have HTML with CSS Styles. Check existing template text as an example.
CATEGORY: It must be 4 for approval tasks.
LOCALE: It is java locale having naming conventions such as en_US and so on.
TEMPLATE_NAME_LOCALE: It is same as TEMPLATE_NAME but having the locale appended to it. For example, TASK_TENANTSTATECHANGE_FINANCE_APPROVAL_EN
Editing an existing template
- Login as root.
- Navigate to Administration -> content templates -> Emails.
- Select the required template to edit.
- Click edit, then you will see a popup with the text to be edited. Click Save on edit.
The structure of the template name that CloudPortal™ Business Managerallows to show on the POPUP UI will be:
TASK_<UPPERCASE OF BUSINESS_TRANSACTION type>_<UPPERCASE of TASK type) for example TASK_TENANTSTATECHANGE_FINANCE_APPROVAL.
The available model objects to define/edit these content templates are:
- task
- task.businessTransaction
For other available model objects from businessTransaction, refer Writing a rule.
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