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Copy T-Comm Template

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From the T-Comm Templates page, you can copy T-Comm templates.  To copy:

  1. Select a T-Comm template (row) to copy
  2. Click the Copy T-Comm Template button on the toolbar to bring up the Copy T-Comm Template wizard

    1. The copy button is grayed out unless a T-Comm template (row) is selected

    2. The copy function is only available to users in the Administrator and Regular User security groups
  3. On the Copy T-Comm Template page, update the properties of the new T-Comm template

    1. Name – Name of the T-Comm template (required)
    2. T-Days Trigger – Days before or after the start date of task when the T-Comm template will be sent (required)
    3. T-Hours Trigger – Hour of the day the T-Comm template will be sent (i.e. 11 equates to 11:00am through 11:59am, 23 equates to 11:00pm through 11:59pm) (required)
    4. Linked Waves – Waves the T-Comm template is linked to (waves are deselected when copying a T-Comm template) (optional)
    5. Linked Tasks – Tasks the T-Comm template is linked to (tasks are deselected when copying a T-Comm template) (optional)
    6. Enabled – Whether the T-Comm template is enabled or disabled (required)
    7. Include ICS Attachment – Whether an ICS attachment is sent with the T-Comm template (optional)
      NOTE: In the case that your email client does not support HTML in the ICS attachment, it will default to plain text.
    8. Send Method – Method of the T-Comm template (Default, Advanced). Select the Advanced method to add an Asset Trigger to limit T-Comm sending to only those assets with specific properties. (optional)
    9. From Email Address – Send from email address of the T-Comm template (required)
    10. CC Email – Recipient to be copied on the T-Comm template (separate multiple recipients with a comma) (optional)
    11. BCC Email – Recipient to be blind copied on the T-Comm template (separate multiple recipients with a comma) (optional)
    12. Email Subject – Subject of the T-Comm template. Utilize placeholders in the email subject to personalize emails. (required)
    13. Email Body – Body of the T-Comm template. Utilize placeholders in the email body to personalize emails. (required)
  4. Click the Create button when finished to create the T-Comm template. You will be redirected back to the T-Comm Templates page. Click the Cancel button to cancel the operation.