Editing and localizing the content of a notification template


Creating, editing, or removing a localized version of the content

Selecting the language to use

Setting the subject line for the email message

Providing the body of the email if the notification is sent as a PDF

Editing the notification template content

Using XHTML 1.0 for PDFs

Validating the data and conditional tags

Previewing the message


Creating, editing, or removing a localized version of the content

The Notification Template Header page lists the original English version of the template content, plus any localized versions.

Creating a new localized version

To localize the template in a different language, click the Copy link for the version you want to copy the new localized version from.

The Notification Template Details page displays.

Editing a version of the template content

To edit an existing version of the template content, click its Edit link.

The Notification Template Details page displays.

Removing a localized version of the content

To remove a localized version of the template content, click its Remove link.

You cannot remove the original English version of the template.

Selecting the language to use

For a new localized version, from the Language dropdown, select the language for this version.

The dropdown only lists the languages that aren't already being used for this template.

Setting the subject line for the email message

In the Subject field, type the subject line for the email message. The subject line can include data tags from the notification template, as long as they are not table or list tags.

Restrictions on the length of the subject line

A subject line cannot contain more than 200 characters. If you add a data tag to the subject line, and the data from that tag causes the subject line to be longer than 200 characters, it will be truncated.

Generating the subject line for automated reports

For automated reports, to ensure uniqueness of the subject line and to avoid spamming issues, the template subject line is not used. Instead, the subject line consists of:

For example, Acme Asset Manager - Weekly entitlement report - Your Entitlement Extract Report

Providing the body of the email if the notification is sent as a PDF

If the notification is configured to be sent as a PDF attachment, then in the Body of the email (if notification sent as PDF) field, type the content to display in the body of the email that has the PDF attached.

If you include HTML markup in this field, it will be validated against XHTML 1.0.

Editing the notification template content

In the Template content text box, edit the content of the notification template. If the notification is sent as a PDF, then this is the content for the PDF file. Otherwise, the template content is used for the body of the email.

The text of the notification template is an HTML document. You use HTML markup to format the text.

You can also add data and conditional tags. For more information about data and conditional tags, see Using data and conditional tags in notification templates.

Using XHTML 1.0 for PDFs

If the notification is sent as a PDF attachment, Poetic validates the body of the email and the template content against XHTML 1.0, which is more strict than HTML. For complete information on XHTML 1.0, see http://www.w3.org/TR/xhtml1/, in particular the section on the differences between HTML and XHTML.

Some of the additional rules for XHTML include:

Validating the data and conditional tags

To verify that the data and conditional tags that you used are valid for this template, click Validate the template tags.

Previewing the message

To preview the notification, click Preview the notification.

Poetic displays the notification in a new browser window. When you are finished viewing the preview, click Close.