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Case ManagerCase Manager Documentation

Version: i56

Create a Template for Case Manager Email Notifications

Customize email notifications about Case Manager activity using templates.

  1. In the navigation bar, click the menu The menu icon in the navigation bar; three white lines on a green background., select Settings, then select Analytics.

  2. Under Case Management, select Email Notifications, then select the EMAIL TEMPLATES tab.

  3. Click Add Email TemplateA dark blue plus sign..

  4. Configure the template settings:

    • Template Type – Select Case Manager Notification

    • Template Name – Name the email template. You use this name to identify the template when you configure email notifications.

    • Subject – Enter the subject line for the email notification.

    • In the text box, create the email body using Scalate's Mustache HTML template language.

      Under Variable Fields, view all the template variables you can use in the email body. For the Case Manager Notification template type, you can only use the variables under Case Manager Incident Fields.

      You can create a more elaborate email with CSS formatting; for example:

      <!DOCTYPE html>
<html lang="en">
    <head>
        <title>Exabeam Case Manager</title>
            <style type=\"text/css\">
                body {
                    background:#F4F6F8;
                    font: 15px arial, sans-serif;
                }
                #sides{
                    display: flex;
                }
                #sides_left{
                    flex-grow: 1;
                    padding-left: 10px;
                }
                #header {
                    -webkit-box-shadow: 2px 2px 2px 0px rgba(71,79,88,1);
                    -moz-box-shadow: 2px 2px 2px 0px rgba(71,79,88,1);
                    box-shadow: 2px 2px 2px 0px rgba(71,79,88,1);
                    background:#6ABA4F;
                    color: #FFFFFF;
                    font: 20px arial, sans-serif;
                    width: 800px;
                    padding: 10px;
                    margin-top: 30px;
                    margin-left: auto ;
                    margin-right: auto ;
                }
                #block {
                    -webkit-box-shadow: 2px 2px 2px 0px rgba(71,79,88,1);
                    -moz-box-shadow: 2p2 2px 2px 0px rgba(71,79,88,1);
                    box-shadow: 2px 2px 2px 0px rgba(71,79,88,1);
                    background:#FFFFFF;
                    color: #000000;
                    font: 16px arial, sans-serif;
                    width: 820px;
                    margin-top: 15px;
                    margin-left: auto ;
                    margin-right: auto ;
                }
                #block_header {
                    width: 800px;
                    padding: 10px;
                    background: #E9ECF0;
                    color: #2B2C34;
                    margin-left: auto ;
                    margin-right: auto ;
                }
                #block_body {
                    width: 800px;
                    background: #FFFFFF;
                    color: #2B2C34;
                    padding: auto;
                    padding-top: 20px;
                    padding-bottom: 20px;
                    margin-left: auto ;
                    margin-right: auto ;
                }
            </style>
    </head>
    <body>
        <div id=\"header\">Exabeam Case Manager</div>
        <div id=\"block\">
        <div id=\"sides\">
        <div id=\"sides_left\">
        <div id=\"block_body\">
        <h2>Email boilerplate</h2>
            <p><b>{{currentUser}}</b> edited <a href="{{incidentUrl}}">{{incidentId}}</a>.</p>
        </div>
        </div>
        </div>
        </div>
    </body>
</html>

      You can also create something more simple; for example:

      <html>
    <head>
    </head>
        <body>
            <b>{{currentUser}}</b> edited <a href="{{incidentUrl}}">{{incidentId}}</a>.
        </body>
</html>

  5. Click SAVE. Now, you can select this template when you configure Case Manager email notifications.