Introduction
ManagementStudio provides the ability for project administrators to collect additional information directly from end-users via a type of web form provided by Surveys. For example, an application owner might use a survey to populate information about an application's licensing details on behalf of the project. Since most of the users will not have a login account for ManagementStudio, end-users are notified via email and are provided with a link to the webform.
Although the examples in this document refer to the Application module, Test Sign-Off emails are available to the following modules: Applications, Users, Devices, Mailboxes, Bespoke, Deployment Units, and Defects.
TABLE OF CONTENTS
Email Templates
Accessing the Email Templates
The email templates are located within the portal form sections of the supported modules. For example, to access the email templates for the Applications module:
- Click on Administration -> Portal Settings (1).
- Expand Portal Forms (2).
- Expand Applications (3).
- Select the appropriate Portal form (4) or Click on New portal form located at the top.
- Click on the Email Options tab (5).
| UI Elements | Description |
| Send Reminder after X Days | Send the user a reminder email if they haven't completed their survey. Set to 0 to disable the reminder email. |
| Send Email on Complete | Send the 'Complete' email when the user completes the survey. |
| Disable Email Send Buttons in UI | Don't create buttons to send emails within the context menu on the main grid. |
Adv. Multi-Language Email
Conditional Send/Multi-language email settings - Please click here for more information.
When using Conditional Emails fill out either the top 'Default Emails' section or the bottom 'Conditional Emails' section. Not Both.
Template Types
Portal Forms (Surveys) contain three email templates that are used at different stages of the process:
| Template Name | Function |
|---|---|
| Request Email | Invite the end-user to participate in the Survey, providing a link to the webform. |
| Reminder Email | Remind the end-user that their participation is required. By default, this is automatically issued after 14 days. The waiting period is adjusted above within the Emails section. |
| Complete (Confirmation) Email | Confirm that the user's input has been received by ManagementStudio. |
Creating Content
Main Body
Each template provides the content that is used for the email body. As this is common to Surveys and Test Sign-Offs, the process of adding content is discussed at:
https://support.managementstudio.com/a/solutions/articles/14000130530
Email Template Wrappers
All emails sent from ManagementStudio are based on a global wrapper that is responsible for creating the presentation of the email, including style, layout, header and footer. The body - or main content - of an email is injected into the wrapper at the time of sending.
More information about modifying the wrapper is available at:
https://support.managementstudio.com/a/solutions/articles/14000128300
Further Support
If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article