--- title: "Create/Edit/Delete a Notification Template" slug: "createeditdelete-a-notification-template" updated: 2024-01-26T15:43:51Z published: 2024-01-26T15:43:51Z canonical: "wiki.cobblestonesoftware.com/createeditdelete-a-notification-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Create/Edit/Delete a Notification Template ### **Create/Edit/Delete a Notification Template** **Alerts & Notifications: Create/Edit/Delete** To access Notification Templates, click **Manage/Setup, Notification Templates,** then **Create Notification Template** to begin the creation process, or click **Notification Template List** to view all existing Notification Templates. ![Location Notification Templates](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(319).png) **Overview – Create** Upon clicking **Create Notification Template,** the following image displays: ![Create Notification Template screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(241).png) When users are brought to this screen, they will be prompted to select a Notification Area (also pictured above). Once a Notification Area is selected, the user will select any table associated with the selected area. ![Notification Area](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(180).png) After this, the user will be prompted to begin selecting the fields in which they would like to use on their template(s). ![Selecting Fields for the Template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(90).png) System admins may use the fields selected in the Template Subject/Body. In this scenario, the task template that is sent out is not that of the generic workflow but is instead set up to the admin’s specific needs. **Sub-Tables** ![Sub-Tables](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-4w47lwws.png) To add sub-tables to a notification, you will need to select the ones in which need to be merged (similarly to how the user selects fields to merge in a notification). To do this, click the **Templates Select Sub-Tables** link from the left navigation menu. The user will be taken to the Mergeable Sub-Table page showing all the sub-tables that can be merged. When all desired sub-tables have been selected, click **Save Sub Tables**. When the user selects sub-tables, they will then need to select which fields will be used in the sub-table upon being merged. To get here, click **Manage Sub-Table Fields** to get to the sub-table field selection page. Here, the user may pick which fields are merged when the sub-table is created along with any rules for what sub-table data is merged. ![Fields for Sub-Tables upon merge of Notification Template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-gpc0846c.png) 1. Select Sub-Table/Grid 2. Optionally, the user may set conditions as to when this sub-table will merge. 3. Select/Deselect fields using the arrow buttons. Users may change the display name of the field, as well as auto total the field. 4. Upon completion, click **Save Sub-Table Details**. This will add the sub-table to the list of sub-tables that may be merged on the notification subject/body page and/or task note section. **NOTE:** If a sub-table is selected but no fields are selected to display, this may not be able to be used on the notification subject/body page and/or the task note section. The system will display the following message, alerting the user. ![Mergeable Sub-Tables for Notification Templates](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-io8m1q7z.png) If sub-tables are added but do not have any field selected in the **Manage Sub-Table Fields** area, they can not be used in the notification body until fields are selected and layout is created. **Attaching a Notification Template To a Workflow Task** 1. Navigate to the desired workflow in which the user would like to attach a notification template. 2. Click the **Tasks** ribbon. 3. Click the **Pencil & Paper Icon** to edit the task. 4. The task will now open. From here, click the dropdown under **Notification Template** **![Name & Options Workflow Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(68).png)** **![Notification Template for Workflow](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-58igiy4m.png)** When everything is set, alerts will send out in the way in which the system administrator built them. Below is an example of a created Notification Template ![Task Email screenshot](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-dmnsls38.png) The following notifications use the following design: - Employee Password Reset - E-Sign reminders - Report emails - Contract Expiration Warning - All other non-Task emails except One off and secure emails ![Task Email Screenshot](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-7qamdb6d.png) **Social Media Pages on Notification Templates** On the **Template Subject/Body** page, admins may choose to show social media. As of right now, ONLY CobbleStone®'s social media may appear. ![Show Social Media options](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-vh9vboe4.png) **NOTE:** If a Notification Template is being used on a workflow process, the template cannot be deleted. ![Template cannot be deleted when used on a Workflow](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-y07a2np2.png) **Editing a Notification Template** **1.** Click **Manage/Setup** **2.** Click **Notification Templates** **3.** Click **Notification Template List** **4.** Click **Manage/Edit** next to the Template that requires editing (pictured below) ![Manage/Edit Notification Template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-78vqgfo6.png) **5.** Make the appropriate changes and click **Save and Continue** when finished. **Deleting a Notification Template** **1.** Click **Manage/Setup** **2.** Click **Notification Templates** **3.** Click **Notification Template List** **4.** Click **Delete** next to the Template that requires deletion (pictured below) ![Click Delete to Delete a Template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/createeditdelete-a-notification-template-image-zug0qs9a.png)