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1stAnswer eMail Guide
The E-Mail templates which can be changed or filled in are being described here.
Search for a template
1) Search for the template of which you receive the requested conditions or recipients.
Pleasesettings und E-Mail templates.
There you can compare the internal templates with the template of your mail until you have found the right name.
2) Let’s assume that you have found the template of interest which has been created by the template „casenote“. Please use the search function of MsWord in order to find the location where the template „casenote“ is described. You will find the following:
Where: SupportCase Detail, ProblemDetail
When: User adds a comment
Who: User of the support teams which are included in the category of the problem
How: Only if the „globalSettings.sendCaseNoteMails“ are set to „true“, if the user hasn’t been deleted, if the emailNotification is set to „true“ and has the permission called „Case.SendEmail.Internal“ which has been allotted to one of the roles
3) The last thing to do is to interpret the found template.
The items of the template description have the meaning as follows:
Where: describes the location of the application where it is being called up (e.g. they are the support for problem and detail forms)
When: describes under which circumstances the template is how called (e.g. if the user always inserts a comment)
Who: describes who has received a corresponding notification (e.g. all support team members being included in the category of the case)
How: describes additional conditions or limitations for a template (e.g. one of the conditions is that „sendCaseNoteMails“ is being set to “true” or that the user hasn’t been deleted)
When is 1stAnswer sending an E-Mail as side effect of the user interaction
1) Template: „user.forgottenpassword“
Where: Login form
When: The E-mail will only be sent out if the user has been found by the login name
Who: User with entered login name
How: Sender is the defaultSenderAddress in the tbGlobalSettings, recipient is the E-Mail of the user. The language of the template is being chosen via the user locale. Only certain placeholder can be used (the standard placeholder DATA: do not work besides the global wildcard characters @@e.g.: [@@applicationURL]).
The following placeholders exist: {0} {1} {2} {3} salutation (localised), name, ForgotPasswordLink-ValidityTime (in days), ForgotPasswordLink -ActivationKey
<note tip>NOTE: The function cannot be used to unlock locked users, but only to create a new password. </note>
2) Template: “supportcase.poll.completed”
Where: CasePoll
When: Customer finishes filling of CasePoll
Who: User that have solved the incident and who have the permission Case.SendEmail.Internal in their role and who haven’t been deleted as well as for all E-mails set in the escalationLevel1RecipientList. The sender is the emailSenderAddress from the category
How: Unconditionally
3) Template: “RequestForChange.accepted”
4) Template: “8DReport.ChangeResponsible”
Where: 8D-Report
When: every time a 8D Report is being modified
Who: Users responsible for the 8D Report, sender is the defaultSenderAddress in the tbGlobalSettings
How: Unconditionally
5) Template: “forwardscheduleofchanges.task.completed”, “for-wardscheduleofchanges.task.completed.sms”, “forwardsched-uleofchanges.task.failed” or “forwardscheduleof-changes.task.failed.sms”
Where: ForwardScheduleOfChange TaskDetail
When: every time a user changes the FSC Task Status
Who: User of the next task or processorUser
How: Only if the emailNotification or smsNotification of the next task is set to „true“ or in the case of the processorUser – if either notifyAlways of FSC is set to „true“ or if notifyOnlyOverdue of the FSC is set to „true“ and if the current task is overdue
6) Template: “forwardscheduleofchanges.alltasksprocessed”
Wo: ForwardScheduleOfChange TaskDetail
When: every time a user changes something in the FSC Task Status of the last task of the FSC
Who: processorUser
How: only if the emailNotification or the smsNotification of the FSC are set to „true“ and if there are no tasks planned in the left status bar
7) Template: “external.supportcase.create”
Where: SupportCaseDetail
When: User creates new support case
Who: Customers who have created the case
How: Only if the emailNotification of the customer is set to „true“
8) Template: “internal.supportcase.create” or “problem.create”
Where: SupportCaseDetail ProblemDetail
When: User creates a new support case or a problem if the category of a case changes if a support level changes or if a case is being re-opened
Who: Members of the support team included in the category of the case or the category where it has been opened in
How: Only if the user has not been deleted, the emailNotification is set to „true“ and if he has the permission for „Case.SendEmail.Internal“
9) Template: “supportcase.close”
Where: SupportCaseDetail ProblemDetail
When: User changes the status of a case or closes the problem
Who: Users who have created the case
How: only if the globalSettings.sendCaseCloseMails are set to „true“, if the user who has created the case hasn’t closed it, the case closes itself, the emailNotification of the user who has created the case is set to „true“
10) Template: “casenote”
Where: SupportCaseDetail ProblemDetail
When: Problems in the case of the support teams, the entry in GlobalSettings is not considered, the permission Case.SendMail.Internal exists
Who: Recipients are members of the support team and problem owners
How: Only if the user hasn’t been deleted, if the emailNotification iss et to „true“ and if the correct „Case.SendEmail.Internal“ is assigned to the role
11) Template: “problem.externalLastStatus”
Where: RemedyWebService
When: externalLastStatus of the problem has been changed by the RemedyWebService
Who: ownerUser of the problem
How: only if the emailNotification of the ownerUser of the problems is set to „true“
Wann sendet 1stAnswer eine E-Mail als Nebeneffekt bei einer Eskalation
1) Template: “supportcase.escalate.tolevel.1” und “support-case.escalate.tolevel.2”
Wo: CaseTrackingService
Wann: der Fall eskaliert im Level 1 oder 2
Wer: escalationLevel1RecipientList und escalationLevel2RecipientList in der Kategorie des Falles in der es eskaliert ist
Wie: nur dann, wenn sendEmailNotification in der Kategorie des Falles eskaliert ist und auf “true” gesetzt ist
2) Template: “supportcase.escalate.overdue”
Wo: CaseTrackingService
Wann: Fall wird als überfällig gekennzeichnet
Wer: alle Benutzer, die in einem Team sind welches der Kategorie zugeordnet ist in dem der Fall als überfällig gekennzeichnet ist
Wie: nur, wenn der Benutzer wird nicht gelöscht ist, die escalationEmails sind auf „true“ gesetzt und ist über die richtige “Case.SendEmail.Internal” in einer der Rollen zugewiesen
3) Template: “supportcase.poll”
Wo: CaseTrackingService
Wann: dateClosed eines Support Falles erstellt mit aktivierter Umfragefunktionalität erreicht glo-balSettings.sendCaseCloseMailDelay
Wer: Kunden die im Fall vorhanden sind
Wie: nur dann, wenn die Kunden-E-Mail zur Verfügung steht und pollEmails des Kunden auf “true” gesetzt ist
4) Template: “requestforchange.escalate”