Creating Notification Templates

To create a notification template:

1. From the Workbench shortcut bar, select Configuration > Notification Templates.

   The Notification Template Workbench opens.

2. Click New Notification Template.

   The Notification Template window opens.

3. In the Template Name field, type a name for the template.

4. To indicate the range of use for this new notification, from the Notification Scope list, select a PPM product area.

   Note: The default notification scope is Packages. Selecting a different scope changes the notification template format.

5. From the Notification Format list, select Plain Text or HTML.

6. To make this template available in PPM, for the Enabled option, leave Yes selected.

7. To make this template the default notification template for PPM, for the Default option, select Yes.

8. To provide a From address:

   1. In the From row, click Choose.

   The Email Header Field window opens.

   2. From the list at the top of the window, select the sender category.

   The context-sensitive required field is dynamically updated to gather the necessary information for that category. For instance, if Enter an Email Address is selected from the list, then it is necessary to provide an Email Address. If you select User Defined Token, click Tokens to bring up a complete list of available tokens or type in a specific token.

   3. Type the applicable information in the required field.

   4. If a user-defined token has been provided, select the token type that corresponds to the evaluated token value.

   5. In the Email Header Field window, click OK.

9. In the Notification Template window, type a Reply address, as follows:

   1. Next to Reply To, click Choose.

      The Email Header Field window opens.

   2. Select the recipient category.

      The context-sensitive required field is dynamically updated to gather the necessary information for that category. For instance, if Enter an Email Address is selected, then it is necessary to type an Email Address. If User Defined Token is selected, click Tokens to bring up a complete list of available tokens or type in a specific token.

   3. Type the information in the required field.

   4. If User Defined Token is provided, select the token type that corresponds with the evaluated token value.

   5. In the Email Header Field window, click OK.

10. In the Body field, type the body of the notification text.

    Ensure the format of the notification body is the same as that specified in Notification Format. To incorporate linked tokens, HTML notifications for Deployment Management must include the [NOTIF.NOTIFICATION_DETAILS] token within the within the Body field.

11. In the Body field, add tokens to the body of the text.

    To add tokens to the body of the notification template:

    1. Click Tokens.

       The Token Builder window opens.

    2. Select a token.

    3. In the Token field, copy the name of the token and paste the name in the Body field.

    4. Click Close.

12. Configure the ownership of the notification template.

    For detailed information about how to configure the ownership of the notification template, see Configuring Ownership of Notification Templates.

13. Click OK.