The template system is complex and full-featured. Writing templates is not for the novice, however. Configuration of a template is easy, creating templates is possible, but technical.
Fields
| Field | Description |
|---|---|
| Name | This value is required to be unique. Some names have special meaning and, due to their names are used in various contexts within the system. There are: PASSWORD.RESET (sent to a user when they need to reset the password, either self-driven or administrator driven), INVITE.CLIENT (sent to someone to invite them to become a user of the client dashboard), and INVITE.INTAKE (sent to someone to invite them to fill out an intake form). |
| Category | This value is for display purposes and has no system significance. |
| From | The email address from which the mail appears to come. Note: some email systems will reject emails that appear to come from one system but are said to come from another. See more. |
| Reply To | If someone hits the reply button to the email that is received, this email will be addressed. |
| Subject | The subject sent in the email. You can imbed xsl within this string because it is wrapped within a template envelope and rendered. i.e. <xsl:value-of select="fromFirstName" /> has invited you to setup your account. Note: Do NOT wrap in <?xml> tags nor provide functions that are not built into XSLT 3.0. See more. |
| Body | The complete XSLT used as the template for the body of the email. Each template, depending on its use, has one dataset used during the merge to html used in the body. For instance, PASSWORD.RESET uses the Password Reset dataset, described here. |
Writing and editing templates can be difficult and errors can cause pieces of the system to malfunction. Best practices include:
- Test your templates while naming them something that is NOT a system template name
- Assure that when using the system dataset the email received by the tester meets expectations
- Rename your system template to another name when replacing, something like PASSWORD.RESET.YYMMDD, i.e. PASSWORD.RESET.251231
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