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Procedure documentationCreating, Editing, Copying, and Deleting Templates

 

You use this procedure to create, edit and delete notification templates. Templates are used to describe the content of the notification.

Prerequisites

  • You need to have authorization for the consuming application.

  • You need to add the authorization object for this application to the role of the consuming applications.

Procedure

Creating Template

  1. Open the Templates and Schedules application on the launch pad

  2. On the Template Maintenance tab page, select an Application Type and a Mode Type like SMS or E-Mail.

  3. Enter a title.

  4. Enter the content

    • If you choose Rich Text Editor, you have to enter the text directly. You can also drag and drop words from the Keywords section to the content section.

      Note Note

      To drag and drop any keyword, you have to select the keyword.

      End of the note.

    • If you choose HTML upload, you have to browse for the required file and upload it. You cannot edit an HTML template. You can delete an HTML template and you upload a new template with the edited file.

  5. Choose Save.

Copying Template

Select the required template and choose the Copy button.

Deleting Templates

Select the required template and choose the Delete button.