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Create a template

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Learn how to create templates for your Next-Generation Notifications.

Create a template

To create a template:

  1. From the Create template drop-down, select the notification type. 
  2. Enter the following settings:

    Setting

    Description

    Name

    Enter a name for the template.

    • The name must be unique per institution.
    • 50 character limit. 

    Subject

    Enter a subject line for email notifications.

    • 255 character limit. 

    Logo (Optional)

    Select a logo image to include. Available logos are configured on the Manage logo images screen. 
  3. Click Save.
  4. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited. Optional. Add additional blocks of information. The available blocks will vary based on the template type.
    • 50,000 character limit for each. 
    • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
    • To add a Patron Type Message to the Header or Footer, enter ${Patron Type Message into a text block. Once the template is assigned to the Notification section of the Patron Type Policy, the template will include the patron type message when the notification is sent to that patron type. If there are multiple Patron type messages assigned to a particular patron type, each message will be included in the Header or Footer.
    • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
    • Refer to Add blocks of repeatable data to the Template. 
    • See below for the available template options within each group :
  5. Click Save. 
  6. Enable the template on the Enable notifications type screen if using the below notifications:

Add blocks of repeatable data to the Template

Each template will have different options available for repeatable blocks. 

  • Blocks are added between the Header and Footer. They can be moved using the arrow button in the upper right-hand corner to indicate it should be moved up or down. 
  • Blocks are repeatable. 

To add a block to a template:

  1. Click the Add block button and select the desired content to add. 
  2. Determine how to organize the block details. Options vary based on notification type.
  3. Choose how to format the block details. Options include:
    • Simple List: Aligned list of data objects in the order specified by the template.
    • Simple Table: Table of data objects in the order specified by the template.
  4. Enter the desired Data fields to include in the template. 
    • Each block has different Data fields available for selection. Refer to  Manage field labels for a description of the available fields.
  5. Drag the data fields up and down to change the order in which they appear. 
  6. Repeat these steps for each additional block.
  7. Click Save. 

 Note: Once a block type has been selected and the template has been saved, the block type cannot be changed. You will need to delete the block and add the correct block type.

Edit, Delete, and Preview a template

  • To edit an existing template, click the edit icon Circulation_pencil_icon.pngto be taken to the template screen. Edit the desired fields and click Save. 
  • To delete a template, click the delete icon Circulation_delete_icon.png. A confirmation dialog appears. Click Confirm to delete the template.
  • To preview a template, select the preview icon Circulation_preview_icon.png.