Plutora Test’s Email Templates Customization allows Users to set up email templates that send emails which:
- Are sent after certain trigger events, such as an updated Defect.
- Contain specified content.
- Are sent to specified Users or User Groups.
(For Plutora’s email templates customization page, see Email Template Wizard Customization.)
Add or Edit an Email Template
To add or edit an email template:
- Click Settings.
- Select a Project from the Select a Project… drop-down menu in the top-left corner.
- If you do not select a Project, the Email Template will apply to all Projects.
- If a Project could potentially trigger two email templates, one generic and one associated with that Project, only the Project-associated email template will trigger.
- The Project or Release selected here appears under the Email Info. tab for new or edited templates.
- Click Email Notifications in the left-hand column.
- Click Email Templates.
- Add or edit an Email Template:
- Add an Email Template:
- Edit an Email Template:
- Select a Project/Release: This non-editable field shows the Project or Release that was selected in Step 2.
- Type the Email Template Name. (Mandatory field.)
- Click the gray Inactive toggle switch until it is blue and Active.
Select Inactive to prevent your Email Template sending emails. - Type a Description.
- Type a From Email. (Mandatory field.)
- Type a From Name. (Mandatory field.)
Emails sent from the template will appear to be from this email and name. - Click Next.
The Entity and Trigger tab opens.
- Select an Entity:
- Defects.
- Requirements.
- Select a Trigger from the When menu.
Available Triggers vary depending on the selected Entity. - Click + or to add another search query.
- Click Advanced Search to start adding Advanced Criteria.
Now, both Entities – Defects and Requirements – have Advanced Search for Advanced Criteria.
- Select a field name by:
- Clicking the field name.
Or: - Typing the field name (excluding the leading colon. For example, not :Defect_Assignee but Defect_Assignee) and pressing the Tab key on your keyboard once the field name highlights in blue.
The list of operators (for example, Within but it depends on the chosen field) will open once you have selected the field name.
- Select an operator by:
- Clicking the operator.
Or: - Typing the operator (excluding the leading colon) and pressing Tab on your keyboard once the operator highlights in blue. Operators can be combined. For example, typing Assignee not contains Rona will bring up Assignees who are not called Rona.
The list of field options (depending on the field selected) will open once you have selected an operator.
- Clicking the operator.
- Select a field option by:
- Clicking the field option.
Or: - Typing the field option (excluding the leading colon) and pressing the Tab key on your keyboard once the field name highlights in blue.
- Clicking the field option.
- Build multiple queries by:
- Typing AND or OR after the first query.
- Repeating Steps a to c to create another query.
- Delete the query by clicking the X.
- Clicking the field name.
- Search tips:
- Use backticks ` instead of quotes to wrap search strings.
The backtick symbol can be found at the top-left corner of your keyboard.
- Search for more than one field option in a drop down menu by:
- Selecting the menu field name.
- Selecting the operator: Within.
- Selecting a field option, then type a comma (without a space) to be offered another field option to select.
If you type a space then a comma, the operators will appear. Typing a comma only displays more field options. - Setting the query by pressing the Enter key on your keyboard.
- Search for strings, such as Name by:
- Selecting the string field name.
- Selecting the operator: Contains.
- Typing the search string.
- Setting the query by pressing the Enter key on your keyboard.
- Use backticks ` instead of quotes to wrap search strings.
- Select a field name by:
- Click Next.
- The Template Editor tab opens.
- Type an Email Subject. (The field may be called Email Header.)
- Type your Email Body.
- Drag and drop Entity Fields from the left-hand column into the body of your email. (See the full List of Entities and their Trigger Fields below.)
Entity fields represent data, such as Defect Name, that will automatically be added to the sent email body. - Click Next.
Recipients tab opens.
- Click to select recipients checkboxes:
- Send email to Assigned to: Sends an email to the Assigned to User. (For example, for assigned Defects.)
- Send email to Updater: Sends an email to the user who made the update that triggered the email.
- Send email to all Project Stakeholders: Send an email to stakeholders and followers.
- Other users or user groups:
- Click Next.
Preview tab opens. - Check the email preview. Click Back or one of the tabs to go back and edit.
- Click Save and Close.
Mark an Email Template as Inactive
Marking an Email Template as inactive stops it from sending emails but does not delete it.
To mark an Email Template as Inactive:
- Click Settings.
- Click Email Notifications in the left-hand column.
- Click Email Templates.
- Click to open the Email Template.
- Click the blue Active toggle switch until it is gray and Inactive.
- Click Save and Close.
Delete an Email Template
To temporarily stop an Email Template from sending emails, mark it as Inactive (see above).
Deleting an Email Template cannot be undone.
To delete an Email Template:
- Click Settings.
- Click Email Notifications in the left-hand column.
- Click Email Templates.
- Select Delete from the Email Template’s menu button (three dots) in the right-hand column.
List of Entities and their Triggers
The Triggers available depend on the Entity chosen while creating the Email Template.
Defects
- Is created.
- Is updated.
- Comment is added.
- Comment is updated.
- Reply comment is added.
Requirements
- Is created.
- Is updated.
- Comment is added.
- Comment is updated.
- Reply comment is added.
List of Entities and their Email Recipients
Email recipients checkboxes depend on the Entity the user chose while creating the Email Template.
The following lists show the Email Recipient checkboxes associated with each Entity.
Defects
- Send email to Assigned to.
- Send email to Updater.
- Send email to Defect Followers.
- Send email to specific users/groups.
Requirements
- Send email to Assigned to.
- Send email to Updater.
- Send email to specific users/groups.
List of Trigger Fields
When adding or editing an Email Template, drag entity fields into the Mail Body field to automatically insert information. The Entity Fields available depend on the Entity chosen while creating the Email Template.
The following lists show the Entity Fields associated with each Entity:
Defects
Is Created
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Entity_Link]].
- [[Defect_Assignee_Email]].
- [[Defect_Assignee_FirstName]].
- [[Defect_Assignee_Last_Name]].
- [[Defect_Assignee_Name]].
- [[Defect_AssigneeType]].
- [[Defect_CreatedBy_Email]].
- [[Defect_CreatedBy_FirstName]].
- [[Defect_CreatedBy_LastName]].
- [[Defect_CreatedBy_Name]].
- [[Defect_CreatedDate]].
- [[Defect_Description]].
- [[Defect_DisplayID]].
- [[Defect_ExternalID]].
- [[Defect_ModifiedBy_Email]].
- [[Defect_ModifiedBy_FirstName]].
- [[Defect_ModifiedBy_LastName]].
- [[Defect_ModifiedBy_Name]].
- [[Defect_ModifiedDate]].
- [[Defect_Name]].
- [[Defect_Release_Identifier]].
- [[Defect_Release_Name]].
- [[Defect_Release_Prefix]].
- [[Defect_Release_Summary]].
- [[Defect_Fields_Followers]].
- [[Defect_Fields_DefaultCustom]].
- [[Defect_Fields_Duplicate T]].
- [[Defect_Fields_Priority]].
- [[Defect_Fields_Status]].
- [[Defect_Fields_Type]].
- [[Defect_Fields]] – If the user has any additional information fields they will be listed here.
Is Updated
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Entity_Link]].
- [[Defect_Assignee_Email]].
- [[Defect_Assignee_FirstName]].
- [[Defect_Assignee_Last_Name]].
- [[Defect_Assignee_Name]].
- [[Defect_AssigneeType]].
- [[Defect_CreatedBy_Email]].
- [[Defect_CreatedBy_FirstName]].
- [[Defect_CreatedBy_LastName]].
- [[Defect_CreatedBy_Name]].
- [[Defect_CreatedDate]].
- [[Defect_Description]].
- [[Defect_DisplayID]].
- [[Defect_ExternalID]].
- [[Defect_ModifiedBy_Email]].
- [[Defect_ModifiedBy_FirstName]].
- [[Defect_ModifiedBy_LastName]].
- [[Defect_ModifiedBy_Name]].
- [[Defect_ModifiedDate]].
- [[Defect_Name]].
- [[Defect_Release_Identifier]].
- [[Defect_Release_Name]].
- [[Defect_Release_Prefix]].
- [[Defect_Release_Summary]].
- [[Defect_Fields_Followers]].
- [[Defect_Fields_DefaultCustom]].
- [[Defect_Fields_Duplicate T]].
- [[Defect_Fields_Priority]].
- [[Defect_Fields_Status]].
- [[Defect_Fields_Type]].
- [[Defect_Fields]] – If the user has any additional information fields they will be listed here.
Comment is Added
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Comment_DateCreated]].
- [[Comment_Text]].
- [[Comment_Type]].
- [[Comment_When]].
- [[Comment_By_Email]].
- [[Comment_By_FirstName]].
- [[Comment_By_LastName]].
- [[Comment_By_Name]].
- [[Entity_Link]].
- [[Defect_Assignee_Email]].
- [[Defect_Assignee_FirstName]].
- [[Defect_Assignee_LastName]].
- [[Defect_Assignee_Name]].
- [[Defect_AssigneeType]].
- [[Defect_CreatedBy_Email]].
- [[Defect_CreatedBy_FirstName]].
- [[Defect_CreatedBy_LastName]].
- [[Defect_CreatedBy_Name]].
- [[Defect_CreatedDate]].
- [[Defect_Description]].
- [[Defect_DisplayID]].
- [[Defect_ExternalID]].
- [[Defect_ModifiedBy_Email]].
- [[Defect_ModifiedBy_FirstName]].
- [[Defect_ModifiedBy_LastName]].
- [[Defect_ModifiedBy_Name]].
- [[Defect_ModifiedDate]].
- [[Defect_Name]].
- [[Defect_Release_Identifier]].
- [[Defect_Release_Name]].
- [[Defect_Release_Prefix]].
- [[Defect_Release_Summary]].
- [[Defect_Fields_Followers]].
- [[Defect_Fields_Default Custom]].
- [[Defect_Fields_Duplicate T]].
- [[Defect_Fields_Priority]].
- [[Defect_Fields_Status]].
- [[Defect_Fields_Type]].
- [[Defect_Fields]] – If the user has any additional information fields they will be listed here.
Comment is Updated
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Comment_DateCreated]].
- [[Comment_Text]].
- [[Comment_Type]].
- [[Comment_When]].
- [[Comment_By_Email]].
- [[Comment_By_FirstName]].
- [[Comment_By_LastName]].
- [[Comment_By_Name]].
- [[Old_Comment_DateCreated]].
- [[Old_Comment_Text]].
- [[Old_Comment_Type]].
- [[Old_Comment_When]].
- [[Old_Comment_By_Email]].
- [[Old_Comment_By_FirstName]].
- [[Old_Comment_By_LastName]].
- [[Old_Comment_By_Name]].
- [[Entity_Link]].
- [[Defect_Assignee_Email]].
- [[Defect_Assignee_FirstName]].
- [[Defect_Assignee_LastName]].
- [[Defect_Assignee_Name]].
- [[Defect_AssigneeType]].
- [[Defect_CreatedBy_Email]].
- [[Defect_CreatedBy_FirstName]].
- [[Defect_CreatedBy_LastName]].
- [[Defect_CreatedBy_Name]].
- [[Defect_CreatedDate]].
- [[Defect_Description]].
- [[Defect_DisplayID]].
- [[Defect_ExternalID]].
- [[Defect_ModifiedBy_Email]].
- [[Defect_ModifiedBy_FirstName]].
- [[Defect_ModifiedBy_LastName]].
- [[Defect_ModifiedBy_Name]].
- [[Defect_ModifiedDate]].
- [[Defect_Name]].
- [[Defect_Release_Identifier]].
- [[Defect_Release_Name]].
- [[Defect_Release_Prefix]].
- [[Defect_Release_Summary]].
- [[Defect_Fields_Followers]].
- [[Defect_Fields_Default Custom]].
- [[Defect_Fields_Duplicate T]].
- [[Defect_Fields_Priority]].
- [[Defect_Fields_Status]].
- [[Defect_Fields_Type]].
- [[Defect_Fields]] – If the user has any additional information fields they will be listed here.
Reply Comment is Added
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Comment_DateCreated]].
- [[Comment_Text]].
- [[Comment_Type]].
- [[Comment_When]].
- [[Comment_By_Email]].
- [[Comment_By_FirstName]].
- [[Comment_By_LastName]].
- [[Comment_By_Name]].
- [[Parent_Comment_DateCreated]].
- [[Parent_Comment_Text]].
- [[Parent_Comment_Type]].
- [[Parent_Comment_When]].
- [[Parent_Comment_By_Email]].
- [[Parent_Comment_By_FirstName]].
- [[Parent_Comment_By_LastName]].
- [[Parent_Comment_By_Name]].
- [[Entity_Link]].
- [[Defect_Assignee_Email]].
- [[Defect_Assignee_FirstName]].
- [[Defect_Assignee_LastName]].
- [[Defect_Assignee_Name]].
- [[Defect_AssigneeType]].
- [[Defect_CreatedBy_Email]].
- [[Defect_CreatedBy_FirstName]].
- [[Defect_CreatedBy_LastName]].
- [[Defect_CreatedBy_Name]].
- [[Defect_CreatedDate]].
- [[Defect_Description]].
- [[Defect_DisplayID]].
- [[Defect_ExternalID]].
- [[Defect_ModifiedBy_Email]].
- [[Defect_ModifiedBy_FirstName]].
- [[Defect_ModifiedBy_LastName]].
- [[Defect_ModifiedBy_Name]].
- [[Defect_ModifiedDate]].
- [[Defect_Name]].
- [[Defect_Release_Identifier]].
- [[Defect_Release_Name]].
- [[Defect_Release_Prefix]].
- [[Defect_Release_Summary]].
- [[Defect_Fields_Followers]].
- [[Defect_Fields_Default Custom]].
- [[Defect_Fields_Duplicate T]].
- [[Defect_Fields_Priority]].
- [[Defect_Fields_Status]].
- [[Defect_Fields_Type]].
- [[Defect_Fields]] – If the user has any additional information fields they will be listed here.
Requirements
Is Created
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Entity_Link]].
- [[Requirement_Assignee_Email]].
- [[Requirement_Assignee_FirstName]].
- [[Requirement_Assignee_LastName]].
- [[Requirement_Assignee_Name]].
- [[Requirement_AssigneeType]].
- [[Requirement_CreatedBy_Email]].
- [[Requirement_CreatedBy_FirstName]].
- [[Requirement_CreatedBy_LastName]].
- [[Requirement_CreatedBy_Name]].
- [[Requirement_CreatedDate]].
- [[Requirement_Description]].
- [[Requirement_DisplayID]].
- [[Requirement_ExternalID]].
- [[Requirement_ModifiedBy_Email]].
- [[Requirement_ModifiedBy_FirstName]].
- [[Requirement_ModifiedBy_LastName]].
- [[Requirement_ModifiedBy_Name]].
- [[Requirement_ModifiedDate]].
- [[Requirement_Name]].
- [[Requirement_Release_Identifier]].
- [[Requirement_Release_Name]].
- [[Requirement_Release_Prefix]].
- [[Requirement_Release_Summary]].
- [[Requirement_Fields_Status]].
- [[Requirement_Fields]] – If the user has any additional information fields they will be listed here.
Is Updated
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Entity_Link]].
- [[Requirement_Assignee_Email]].
- [[Requirement_Assignee_FirstName]].
- [[Requirement_Assignee_LastName]].
- [[Requirement_Assignee_Name]].
- [[Requirement_AssigneeType]].
- [[Requirement_CreatedBy_Email]].
- [[Requirement_CreatedBy_FirstName]].
- [[Requirement_CreatedBy_LastName]].
- [[Requirement_CreatedBy_Name]].
- [[Requirement_CreatedDate]].
- [[Requirement_Description]].
- [[Requirement_DisplayID]].
- [[Requirement_ExternalID]].
- [[Requirement_ModifiedBy_Email]].
- [[Requirement_ModifiedBy_FirstName]].
- [[Requirement_ModifiedBy_LastName]].
- [[Requirement_ModifiedBy_Name]].
- [[Requirement_ModifiedDate]].
- [[Requirement_Name]].
- [[Requirement_Release_Identifier]].
- [[Requirement_Release_Name]].
- [[Requirement_Release_Prefix]].
- [[Requirement_Release_Summary]].
- [[Requirement_Fields_Status]].
- [[Requirement_Fields]] – If the user has any additional information fields they will be listed here.
- [[Old_Requirement_Assignee_Email]].
- [[Old_Requirement_Assignee_FirstName]].
- [[Old_Requirement_Assignee_LastName]].
- [[Old_Requirement_Assignee_Name]].
- [[Old_Requirement_AssigneeType]].
- [[Old_Requirement_CreatedBy_Email]].
- [[Old_Requirement_CreatedBy_FirstName]].
- [[Old_Requirement_CreatedBy_LastName]].
- [[Old_Requirement_CreatedBy_Name]].
- [[Old_Requirement_CreatedDate]].
- [[Old_Requirement_Description]].
- [[Old_Requirement_DisplayID]].
- [[Old_Requirement_ExternalID]].
- [[Old_Requirement_ModifiedBy_Email]].
- [[Old_Requirement_ModifiedBy_FirstName]].
- [[Old_Requirement_ModifiedBy_LastName]].
- [[Old_Requirement_ModifiedBy_Name]].
- [[Old_Requirement_ModifiedDate]].
- [[Old_Requirement_Name]].
- [[Old_Requirement_Release_Identifier]].
- [[Old_Requirement_Release_Name]].
- [[Old_Requirement_Release_Prefix]].
- [[Old_Requirement_Release_Summary]].
- [[Old_Requirement_Fields_Status]].
- [[Old_Requirement_Fields]] – If the user has any additional information fields they will be listed here.
Comment is Added
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Comment_DateCreated]].
- [[Comment_Text]].
- [[Comment_Type]].
- [[Comment_When]].
- [[Comment_By_Email]].
- [[Comment_By_FirstName]].
- [[Comment_By_LastName]].
- [[Comment_By_Name]].
- [[Entity_Link]].
- [[Requirement_Assignee_Email]].
- [[Requirement_Assignee_FirstName]].
- [[Requirement_Assignee_LastName]].
- [[Requirement_Assignee_Name]].
- [[Requirement_AssigneeType]].
- [[Requirement_CreatedBy_Email]].
- [[Requirement_CreatedBy_FirstName]].
- [[Requirement_CreatedBy_LastName]].
- [[Requirement_CreatedBy_Name]].
- [[Requirement_CreatedDate]].
- [[Requirement_Description]].
- [[Requirement_DisplayID]].
- [[Requirement_ExternalID]].
- [[Requirement_ModifiedBy_Email]].
- [[Requirement_ModifiedBy_FirstName]].
- [[Requirement_ModifiedBy_LastName]].
- [[Requirement_ModifiedBy_Name]].
- [[Requirement_ModifiedDate]].
- [[Requirement_Name]].
- [[Requirement_Release_Identifier]].
- [[Requirement_Release_Name]].
- [[Requirement_Release_Prefix]].
- [[Requirement_Release_Summary]].
- [[Requirement_Fields_Status]].
- [[Requirement_Fields]] – If the user has any additional information fields they will be listed here.
Comment is Updated
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Comment_DateCreated]].
- [[Comment_Text]].
- [[Comment_Type]].
- [[Comment_When]].
- [[Comment_By_Email]].
- [[Comment_By_FirstName]].
- [[Comment_By_LastName]].
- [[Comment_By_Name]].
- [[Old_Comment_DateCreated]].
- [[Old_Comment_Text]].
- [[Old_Comment_Type]].
- [[Old_Comment_When]].
- [[Old_Comment_By_Email]].
- [[Old_Comment_By_FirstName]].
- [Old_[Comment_By_LastName]].
- [[Old_Comment_By_Name]].
- [[Entity_Link]].
- [[Requirement_Assignee_Email]].
- [[Requirement_Assignee_FirstName]].
- [[Requirement_Assignee_LastName]].
- [[Requirement_Assignee_Name]].
- [[Requirement_AssigneeType]].
- [[Requirement_CreatedBy_Email]].
- [[Requirement_CreatedBy_FirstName]].
- [[Requirement_CreatedBy_LastName]].
- [[Requirement_CreatedBy_Name]].
- [[Requirement_CreatedDate]].
- [[Requirement_Description]].
- [[Requirement_DisplayID]].
- [[Requirement_ExternalID]].
- [[Requirement_ModifiedBy_Email]].
- [[Requirement_ModifiedBy_FirstName]].
- [[Requirement_ModifiedBy_LastName]].
- [[Requirement_ModifiedBy_Name]].
- [[Requirement_ModifiedDate]].
- [[Requirement_Name]].
- [[Requirement_Release_Identifier]].
- [[Requirement_Release_Name]].
- [[Requirement_Release_Prefix]].
- [[Requirement_Release_Summary]].
- [[Requirement_Fields_Status]].
- [[Requirement_Fields]] – If the user has any additional information fields they will be listed here.
Reply Comment is Added
- [[Recipient_User_Email]].
- [[Recipient_User_FirstName]].
- [[Recipient_User_LastName]].
- [[Recipient_User_Name]].
- [[Comment_DateCreated]].
- [[Comment_Text]].
- [[Comment_Type]].
- [[Comment_When]].
- [[Comment_By_Email]].
- [[Comment_By_FirstName]].
- [[Comment_By_LastName]].
- [[Comment_By_Name]].
- [[Parent_Comment_DateCreated]].
- [[Parent_Comment_Text]].
- [[Parent_Comment_Type]].
- [[Parent_Comment_When]].
- [[Parent_Comment_By_Email]].
- [[Parent_Comment_By_FirstName]].
- [Parent_[Comment_By_LastName]].
- [[Parent_Comment_By_Name]].
- [[Entity_Link]].
- [[Requirement_Assignee_Email]].
- [[Requirement_Assignee_FirstName]].
- [[Requirement_Assignee_LastName]].
- [[Requirement_Assignee_Name]].
- [[Requirement_AssigneeType]].
- [[Requirement_CreatedBy_Email]].
- [[Requirement_CreatedBy_FirstName]].
- [[Requirement_CreatedBy_LastName]].
- [[Requirement_CreatedBy_Name]].
- [[Requirement_CreatedDate]].
- [[Requirement_Description]].
- [[Requirement_DisplayID]].
- [[Requirement_ExternalID]].
- [[Requirement_ModifiedBy_Email]].
- [[Requirement_ModifiedBy_FirstName]].
- [[Requirement_ModifiedBy_LastName]].
- [[Requirement_ModifiedBy_Name]].
- [[Requirement_ModifiedDate]].
- [[Requirement_Name]].
- [[Requirement_Release_Identifier]].
- [[Requirement_Release_Name]].
- [[Requirement_Release_Prefix]].
- [[Requirement_Release_Summary]].
- [[Requirement_Fields_Status]].
- [[Requirement_Fields]] – If the user has any additional information fields they will be listed here.