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Release Management Snippets/Email Template


Michael Sharp
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Hi all,

I need Hornbill to be able to reference RM fields please in snippets and/or email templates.  I've tried creating the below which didn't work.  We're engaging a third party with development work and need a way for them to get the information they need.  We have bought a user licence for them however they have three domain accounts so unable to log into the platform as we have SSO employed.

 

A development task has been assigned to you by JMW Solicitors LLP (Cust.No #######)

Eclipse Reference:  {{h_external_ref_number}}

Summary:  {{summary}}

Description:  {{description}}

Requested by:  {{h_custom_b}}

Reason for Request:  {{h_custom_c}}

Priority:  {{h_release_type}}

Risk Level:  {{h_disruption_level}}

Proposed Start Date:  {{h_proposed_start_time}}

Deadline:  {{h_proposed_end_time}}

Test Plan:  {{h_test_plan}}

Communication Plan:  {{h_communication_plan}}

Training Plan:  {{h_support_plan}}

Rollback Plan:  {{h_backout_plan}}

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@Michael Sharp we have just completed development on a feature which will allow you to pick other request entities when sending an email from a business process from a request,, so the short answer is that this feature will be there shortly for you (not the next Service Manager update - due any day), but the one after it (so probably a couple of weeks away).

Once it is available, you will see an extra input option when configuring the email options in your business process - Email Template Entity 

This will allow you to choose, Release, Change etc as the entity type

image.png

You will then be able to choose an email template which you have configured under Home > System > Email > Templates > Hornbill Service Manager > Release

image.png

Creating an email template under the Releases entity, rather than the default Request entity, will mean you have access to all the request variables, but also the release specific one's such as release plan, release justification etc (see below) which it sounds like you need.

image.png

You can set these release email templates up now, but you won't be able to use them in your business processes until the relevant Service Manager update is available in a couple of weeks time. 

In the meantime (As a workaround), you could map all the release fields into a TEXT custom field, thus including the field names and info in a formatted way and not be limited on size, and then inject that TEXT custom field into your email template.

Hope that helps

Steve

 

 

 

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On 8/6/2019 at 2:29 PM, Steven Boardman said:

@Michael Sharp we have just completed development on a feature which will allow you to pick other request entities when sending an email from a business process from a request,, so the short answer is that this feature will be there shortly for you (not the next Service Manager update - due any day), but the one after it (so probably a couple of weeks away).

Once it is available, you will see an extra input option when configuring the email options in your business process - Email Template Entity 

This will allow you to choose, Release, Change etc as the entity type

image.png

You will then be able to choose an email template which you have configured under Home > System > Email > Templates > Hornbill Service Manager > Release

image.png 

Creating an email template under the Releases entity, rather than the default Request entity, will mean you have access to all the request variables, but also the release specific one's such as release plan, release justification etc (see below) which it sounds like you need.

image.png 

You can set these release email templates up now, but you won't be able to use them in your business processes until the relevant Service Manager update is available in a couple of weeks time. 

In the meantime (As a workaround), you could map all the release fields into a TEXT custom field, thus including the field names and info in a formatted way and not be limited on size, and then inject that TEXT custom field into your email template.

Hope that helps

Steve

 

 

 

Hi @Steven Boardman this is great but doesn't really help me for the snippets for adhoc use?  I don't really want to reinvent the wheel with the RMs if I can help it with the custom mappings etc?

Regards and thanks,

Mike.

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