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Notification Template Purpose

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Jamie Pick
Regular Collector

Notification Template Purpose

I've just started exploring Notification Templates in PPM (we're on 8.02) and I'm wondering what their purpose is. When I copy one of the seeded templates and try to pull it in to say a Workflow step, I don't see my new, custom one. I've set my new one to be the default, it's enabled, the scope is correct, etc., yet all I see on the Message tab in the Workflow are: Standard Message (Plain Text), Standard Multipart Message(Multipart), and Standard HTML Message (HTML). Should I be seeing my new template here (I named it "STA - Standard HTML Message"? I get the feeling I'm missing something obvious here :)

Thanks,

Jamie
4 REPLIES
Surendra Poosar
Frequent Visitor

Re: Notification Template Purpose

Jamie,

Check the Scope of the notification template and the scope of the workflow. I think you cannot view the notification template of a Project/package on a workflow for requests.

Thanks
Surendra.
Jamie Pick
Regular Collector

Re: Notification Template Purpose

I had that same thought. However, there is not a 'Workflow' Scope in the Notification Templates, so 'Request' Seemed like the most logical choice.

I've also tried this same thing with field change notifications from a Request Type. I copied one of the seeded field change Templates and tried to pull it in on the Message tab on the Request Type but I cannot see it.

I still think I'm missing something with how these templates work. Any other thoughts?

Thanks,

Jamie
Jamie Pick
Regular Collector

Re: Notification Template Purpose

Getting out of Workbench and back in seemed to solve this problem - my custom template is now showing up.

Thanks,

Jamie
Jamie Pick
Regular Collector

Re: Notification Template Purpose

Closing Workbench and getting back in resolved the problem.
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