Editing email templates

Each trigger that sends email and each user notification has an email template that you can customize to provide information specific to the event that triggers the email.

You can use text and field codes to build customized emails that provide information specific to the event that triggered the email. Field codes, which are enclosed in percent symbols, are automatically replaced with the corresponding Surround SCM data when an email is sent. See Environment variables.

1. Click Edit Email Template when you are adding or editing a trigger or notification. See Adding trigger actions and Adding email notifications.

The Edit Email Template dialog box opens with the Email Template tab selected.

2. Optionally customize the email Subject. You can use text and field codes.

3. Optionally customize the email Body.

You can use text and field codes. You can enter field codes or select a code from the list and click Insert. The default template includes the %SSCM_FILELIST% field code. This code is replaced with the information on the File List or Code Review File List tab when the email is sent.

Use the %SSCM_FILELINK% field code to provide hyperlinks to the files. Make sure to set the server host name in server options. See Setting email server options.

4. Select a Recipient option.

5. Select Send email in HTML format to send HTML-formatted email.

6. Click the File List or Code Review File List tab and make any changes to the default file list information.

The information on this tab replaces the %SSCM_FILELIST% field code on the Email Template tab when the email is sent.

7. Click OK.

The template is saved with the selected trigger or notification.