Email notification templates
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Introduction
SolarWinds Service Desk (SWSD) includes templates that can be used to notify assignees and/or requesters of an event on corresponding incidents and/or changes. Administrators can use the out-of-the box templates or customize to meet your organization's needs.
Navigation
ITSM customers | ESM customers |
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Setup > Service Desk > Notifications |
IT Service Provider (or Service Provider) > Service Desk > Notifications |
Out-of-the-box email templates
The table below provides a list of the out-of-the-box templates.
Name | Send to | Scope | Event |
---|---|---|---|
Incident Created for Requester | Requester, CC | Incident | Incident received |
Incident Created for Assignee | Assignee | Incident | Incident received |
Incident Changed for Requester | (off by default) | Incident | Updated |
Incident Changed for Assignee | Assignee | Incident | Updated |
Incident Commented for Requester | Requester, CC | Incident | Incident new Incident index |
Incident Commented for Assignee | Assignee | Incident | Incident new Incident index |
Approval Task Created | All | Task | |
Customer Satisfaction Survey | All | Incident | Incident resolved |
SLA Violation | All | Incident | |
Incident Resolved for Requester | Requester, CC | Incident | Incident resolved |
Incident Resolved for Assignee | Assignee | Incident | Incident resolved |
Task Created via Incident | (off by default) | Task | New task |
Task Created via Workflow | (off by default) | Task | New task |
Task Reassigned | All | Task | |
Incident Mention | All | Incident | |
SLA Rule - No state change | All | Incident | |
Incident Resolved via System | All | Incident | |
Change Mention | All | Change Management | Updated |
Change Updated for Assignee | Assignee | Change Management | Updated |
Change Commented for Requester | Requester, CC | Change Management | Change new Incident index |
Change Commented for Assignee | Assignee | Change Management | Change new Incident index |
Solution Mention | All | Solution | |
Task Completed | Assignee | Task | Task completed |
Integration Error | (off by default) | Integration | Integration error |
Create a new custom email template
-
From the Notifications index page, click Add in the upper right.
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Note the Email Variables list that displays on the right. You can use email variables in sections of the email notification. See Email variables for more information.
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In the New Custom Email Template, select an existing template as the foundation for your new template, or select General Email template to start from scratch.
- Use the tabs in the Email Layout field to select an area for customizing your new email template.
- Main Layout defines the main layout of the email. You can add, move, edit, and delete sections by using email section variables (details below). It is also possible to add custom text and use regular variables in the email sections.
- Email Body is the main content of the email. It includes the email title, email body, and the text on the call-to-action button. It is represented by the {{main}} variable in the email structure. You can choose to use {{main_wo_action}} if you would prefer to exclude the call to action button.
- Header is added to the top part of the email when it is sent. It is represented by the {{header}} variable in the main layout. This header is fully customizable. Some customers like to add their service desk logo to the header.
- Signature is fully customizable. The corporate signature, represented by the {{signature}} variable in the main layout, is added to the email by default.
- Footer is fully customizable. The corporate footer, represented by the {{footer}} variable in the main layout, is added to the email by default.
Directly below the Email Layout field, you can click Guide to email section variables for an explanation of each of the email sections. - Click Save.
Add a notification when a mention is made in a Incident index
The out-of-the-box Incident Mention template sends a notification if a mention is made in a ticket. You can modify the template to include a notification when a mention is made in a Incident index. Just add the {{main_event}} email variable to the email body text section.
Email variables
System variables can be used in any email. When you select a tab a list of the system variables displays on the right. From there you can copy any variable by hovering over the variable name and then clicking Copy to the right of the variable.
System email variables can be used in email notification templates. They cannot be modified.
The following system variables are available:
- {{assignee_full_name}}
- {{attachments}}
- {{change_number}}
- {{change_title}}
- {{change_type}}
- {{department}}
- {{event_initiator}}
- {{event_initiator_email}}
- {{event_initiator_phone_number}}
- {{event_initiator_title}}
- {{hardware_asset_status}}
- {{hardware_category}}
- {{hardware_name}}
- {{hardware_owner}}
- {{hardware_tag}}
- {{hardware_technical_contact}}
- {{hardware_warranty_status}}
- {{incident_category}}
- {{incident_description}}
- {{incident_number}}
- {{incident_number_link_to_incident}}
- {{incident_origin}}
- {{incident_priority}}
- {{incident_title}}
- {{integration_info}} *
- {{last_updated}}
- {{main}}
- {{main_event}}
- {{main_wo_action}}
- {{process_integration_validation_error}}
- {{received_at}}
- {{requester_email}}
- {{requester_full_name}}
- {{requester_last_name}}
- {{requester_phonenumber}}
- {{samanage_link}}
- {{service_desk_logo}}
- {{servicedesk_name}}
- {{site}}
- {{solution_number}}
- {{solution_title}}
- {{state}}
* The integration_info
system variable includes:
- The integration URL
- The HTTP return code
- The sequential number of the workflow step from which the integration was called
- The integration complete response (up to 32K), typically the JSON response