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Customizing Task Templates

Dec 22, 2015

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_APPROVAL
TEMPLATE_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.