Creating Notification Templates

  1. On the PPM Workbench shortcut bar, click 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. To specify a message format, 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 specify "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 you select Enter an Email Address from the list, then it is necessary to specify an email address. If you select User Defined Token, click Tokens to bring up a list of available tokens or type in a specific token.

    3. Complete the required field.

    4. If you select User Defined Token, 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, provide a reply-to address, as follows:

    1. Next to From, 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 provide 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. Provide the information in the required fields.

    4. If User Defined Token is specified, 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 notification content.

    Ensure that the message body format is the same as that specified in Notification Format.

    Note: If you use HTML as the notification format, make sure the there is only one dot (.) in the front of each css class, so that PPM email client can follow the RFC.

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

    1. Click Tokens.

      The Token Builder window opens.

    2. Select a token.

    3. In the Token field, copy the token name and then paste it 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.