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Version: 2.1.1

Announcement Templates

An announcement template is an announcement form with pre-filled field values. The template name is the value specified in the Subject field of the Announcement body widget. Use templates to reduce the time spent filling out announcement form fields and updating their content. For example, if your organization has a standardized structure for certain types of announcements, save it as a template so that you can update or supplement it with only the necessary information.

caution
  • Applying a template will overwrite the form fields and existing translations of the announcement.
  • Applying a template is only available in the Draft state.
  • Announcements inherit all attachments from the applied templates. They will be available for download on the self-service portal after publishing.

Create a template


tip

Roles required: announcement_manager or admin.

  1. Navigate to Service AnnouncementsTemplates.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes.

You can create announcement template translations for the languages available in the system. To do so, use the Announcement body widget, which functions identically to the widget on the announcement form. Template translations for different languages are also available in the Announcement Localization (announcement_localization) table. When you create an announcement from this template, the associated Announcement Localization records are created automatically. The Original announcement on those forms will point to the current record rather than the applied template.

Announcement template form fields

FieldMandatoryDescription
NumberYThe announcement template number is created automatically and consists of a prefix ANT and the record number in the table. For example, ANT0000001.
StateY

The announcement template state. Available options:

  • Draft – the record enters this state after it is saved for the first time. The template is unavailable for use.
  • In use – the template is available for use.
  • Archived – the template is unavailable for use.
TypeY

Select the type of announcement to apply the template. Available options:

  • Recovery
  • Recovery completion
  • Maintenance
  • Urgent maintenance
  • General information
ServiceYSpecify the related IT service.
Recipient emailsNSpecify emails of the recipients of the announcements created from this template. You can enter multiple emails separated by commas.
Reviewer emailsNSpecify emails of the reviewers of the announcements created from this template. You can enter multiple emails separated by commas.
SubjectYType the announcement template subject. This value is used as the template name in the list interface.
ContentNAdd the content using formatting and attachments.
SignatureNAdd a signature to appear in the announcements created from the template. See the Announcement Signature article to learn more.
DescriptionNAdd a short description of the template. For example, specify when this template must be used, or add some instructions on how to configure the final announcements created from this template.
via EmailNSelect this checkbox to send the announcements created from this template via email.
via PortalNSelect this checkbox to display the announcements created from this template on the Self-Service Portal.
Announcement bodyNA widget for adding announcement text and its translations.

Create an announcement from a template


To use a template for a new announcement, follow the steps below:

  1. Navigate to Service AnnouncementsNew announcement.

  2. Click Create from template in the top-left corner of the form.

    caution

    The Create from template button is available when the announcement is in the Draft state. If the announcement fields are already filled in or translations have been added, selecting Create from template overwrites all fields and translations with the data from the selected template.

  3. In the modal window that opens, select a template name (the value specified in the Subject field of the template record) and click Create.

    The created announcement record will contain fields completed with the values from the applied template and will be in the Draft state.

  4. Make any necessary changes to the announcement body and other fields, then continue working with it as usual.