The same email template can be used for all import profiles.
Note that you do not need to set up an email notification: however, it does provide useful information about the import.
To access the templates, select System Management > Task Centre > Template Maintenance.
The following screen is displayed:
To create a new template, click Create new template in the Actions menu.
The following screen displays:
Enter the following information at the top of the screen:
|Accessibility||By default this is set to Private, which means that it is only visible to you. To enable others to see it, untick the box.|
|Template name||This is populated automatically and is set to "Claim". Use the drop-down list to change it to "Catalogues Import Status".|
|Name||Enter the name of this template, eg "Import status report"|
|Description||Optionally, enter a short note describing the purpose of this template|
The main body of the email is defined in the Rich Text Area: click into it to begin. It consists of a mixture of static text and dynamic data pulled from elsewhere in the application.
Information about the import can be defined in the email through the use of macros which are listed at the end of the toolbar:
The following macros are available:
|Catalogue / User Created Count||Inserts the number of new catalogue / user records created|
|Catalogue / User Fail Count|
Inserts the number of records which could not be imported
You can have a report with the email which tells you which records failed and why - this is specified in the import profile
|Catalogue / User Updated Count||Inserts the number of records which were amended|
|Task Status||Inserts the status of the task|
|Created Date||Inserts the date that the notification email was created|
To insert the data:
- place the cursor where you want to insert it in the rich text area
- select the relevant macro from the drop-down list
- click Insert Macro
Edit the template using the Rich Text Editor.
A sample email might look like this:
Finishing the process
When you have finished, click Save and Close to return to the list of defined templates:
You will specify the email template when you set up the task to import the data.