Advanced E-Mail Template

Daniel Boekhoff shared this idea 1 year ago
Idea Logged

The current E-Mail template configuration is good, but not enough for most of our customers. We would like to have a really simple template we could write in HTML on our own, then add placeholders like __name__ or __report_html_content__ etc. to let Yellowfin fill it with all the dynamic parts.

The advantage is we could reduce all the Titles, Subtitles in the email to a minimum. We could add different links to help content, to Yellowfin, etc. We would have more power to create a more Device flexible good looking email.

I talked with Peter and Brett about this today and Peter suggested to make this functionality accessible by using a flag in the configuration database, so there would be no user interface to configure this. This can all be pure code based.

In a perfect scenario we would be able to create different templates for report broadcasts, Dashboard Sharing, etc. — but in a first step one Global template would be enough.

Many Thanks & Kind Regards,

Daniel

Comments (4)

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The current E-Mail template configuration is good, but not enough for most of our customers. We would like to have a really simple template we could write in HTML on our own, then add placeholders like __name__ or __report_html_content__ etc. to let Yellowfin fill it with all the dynamic parts.

The advantage is we could reduce all the Titles, Subtitles in the email to a minimum. We could add different links to help content, to Yellowfin, etc. We would have more power to create a more Device flexible good looking email.

I talked with Peter and Brett about this today and Peter suggested to make this functionality accessible by using a flag in the configuration database, so there would be no user interface to configure this. This can all be pure code based.

In a perfect scenario we would be able to create different templates for report broadcasts, Dashboard Sharing, etc. — but in a first step one Global template would be enough.

Many Thanks & Kind Regards,

Daniel

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Hi Daniel,


Thanks for the feedback and detailed info as to what you're after.

I know the email template is quite simple at this point in time, and was done so that people were limited in what they could break, though we can see the benefit in allowing more control.


This has been logged as an official enhancement and will need to be reviewed by the product team, any updates will be posted here.

I understand this is quite important and will aim to get you some information over the next 2 weeks.

One thing to note though, is that enhancements are included in the latest release only, so if it was to be implemented today, it would be the latest 7.3 only.


We will keep you posted on news.

Thanks

David

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Hi David,


What is the latest update on this? Is it really difficult to provide an option to customize the email template?

Please check these tickets as well:

https://www.yellowfinbi.com/resources/forum/YFForum-Is-there-a-way-to-send-a-formatted-message-in-a-broadcast-thread-141467


https://www.yellowfinbi.com/resources/forum/yfforum-change-email-template-thread-164568

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Hi Pushpal,

I hope all is well,

From what I can see we have no further movement on having a more "advanced/custom" email template. As it stands we only have the options available with what you are aware of...

I have added your comments to the Enhancement Request, although I can't confirm anything else with regards to when this will be looked at.

Let me know your views on this.

Regards,

Mark