JobTraQ software allows system administrators to create a custom design template and specify that it should be used when sending email notifications.

Configuring JobTraQ to use a custom template

  1. Navigate to the JobTraQ software web folder (often, c:\inetpub\wwwroot\JobTraQ)
  2. Find the folder called Templates, and copy its contents into the folder called CustomTemplates.
  3. Customize the copy of EmailTemplate.html in CustomTemplates (see below for details).
  4. Log in to JobTraQ and go to the System Settings page in the Administration tab
  5. Change the Use Custom Email Template setting to “Yes”, and click Save.
  6. Test the new template by making changes to a task and looking at the new email notification.

Editing the custom template file
JobTraQ’s templates are simply HTML files with special tags that serve as placeholders for the information that will be sent in the email notifications. A template can be any valid HTML document, as long as the placeholder tags are present. If you omit a placeholder, the template will still work, but it will not include the section marked by the missing placeholder. The placeholder tags are:

  • <HeaderText>A description of the action that caused this notification
  • <JobLink>The URL of the specific task or project that this email refers to
  • <CompanyName> The name of your company (from the System Settings page)
  • <SummaryChangedDisplay> A flag that determines if the “Changed fields are highlighted” message should be displayed.
  • <SummaryFields> The most important fields of the task/project
  • <DetailsFields> The other fields of the task/project
  • <TimeLogEntries> The time log info for the task/project
  • <AttachedFiles> The attached files info for the task/project
  • <TaskType> The name of the task type
  • <Client> The name of the client contact
  • <Status> The name of the status
  • <Priority> The name of the priority level

You can also include images in your template. To do this, copy the image to the EmailImages folder in the CustomTemplates folder. Then, instead of using a URL to reference the image, enter the text cid: followed by the image’s filename. For example: <img src=”cid:JobTraQEmailLogo.gif”>

Note: You can also change the design of the JobTraQ printouts. Refer to How To: Change the design of the JobTraQ printouts for more details.

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