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RSA IGL - Email templates with built-in Image/Logo

Question asked by Armel Lupapi on Dec 1, 2019
Latest reply on Jan 6, 2020 by Jamie Pryer

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Hi all,

Has any of you come across requirements of using your organization's logo/image within the system generated emails?

I know of one way of doing that, which is very technical though.

Import the image/logo on the app server or via the the GUI (Home>User Interface>Files>Images)

set the html tag to call the images on the email node definition, within the specified workflow.

This however would only work for emails generated from nodes within the workflows, not the review emails.

Any suggestions? I'd be shocked that RSA doesn't support such out of the box for the current or any future version.

Regards

Armel

Steve Alexandre Dec 3, 2019 7:48 AM

Correct Answer

Of course, you have to add it with the link from RSA when you have import your logo.

For example, we have imported our logo in the user interfaces images with a name "logo.png".

By clicking on it, we have a full link from RSA to the logo https://<your_server>/aveksa/main?ReqType=Table&TableID=FilesTable&Action=file&filename=logo.png

After that, we want for example to have logo when we generate a review on the mail automatically sent by RSA to the manager. So we have edited the template "NewReviewMailToReviewers". In the content at the top, we have simply put the html tag "<img src="https://<your_server>/aveksa/custom/images/logo.png" />"

Now when we run a new review, it's with our logo and custom text which is send to the reviewers.

PS : Ofc, replace <your_server> by your ip or fqdn of your instance .

It is what you want to do ?

See the reply in context

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Steve Alexandre Dec 2, 2019 10:56 AM

Hi,

For generic email like New review created, just edit the templates available under Admin>Email.

All our mails sent by RSA contains our custom logo of the company and some of them, text has been edited too to match the need.

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Armel Lupapi @ Steve Alexandre on Dec 3, 2019 7:41 AM

The >Admin>Email don’t have any tabs where I can configure logos.

Do you have examples of mails sent from your RSA IGL with the logo?

Regards

Armel

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Steve Alexandre @ Armel Lupapi on Dec 3, 2019 7:48 AM

Of course, you have to add it with the link from RSA when you have import your logo.

For example, we have imported our logo in the user interfaces images with a name "logo.png".

By clicking on it, we have a full link from RSA to the logo https://<your_server>/aveksa/main?ReqType=Table&TableID=FilesTable&Action=file&filename=logo.png

Now when we run a new review, it's with our logo and custom text which is send to the reviewers.

PS : Ofc, replace <your_server> by your ip or fqdn of your instance .

It is what you want to do ?

2 people found this helpful

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Jamie Pryer

@ Steve Alexandre on Dec 3, 2019 8:37 AM

thanks Steve Alexandre

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Armel Lupapi @ Steve Alexandre on Dec 3, 2019 8:54 AM

Thanks.

I didn't know that the emai templates would accept the html tags, I though only the email nodes on workflow would.

If it's the case, it means that the html tag must be set in all my email nodes in my workflow as well.

Quite a tremendous job due to the amount of workflow with emails nodes i got.

Thanks very much

Regards

Armel

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Andy Cheek @ Armel Lupapi on Jan 6, 2020 8:34 AM

'Fraid so. We restyled all our workflow emails a couple of years ago to use HTML and company logos/styles/etc. - it was a major piece of work. Unfortunately there does not appear to be any kind of ability to support email templates+node-specific content in the product (although Jamie Pryer did mention workflow email templates recently - Jamie have things moved on?).

Wrt the review email templates you can include your own HTML but it can be relatively limited by the application's sanitised HTML settings. The alternative to using those emails (provided your usecases match the options available) is to create review escalation workflows and associate them with your review definitions according to your requirements. This then means you can have the same consistent approach to email style across all your workflows (should you wish). It also meant (for us) that we could essentially define review reminders to run from enddate-n to enddate - something that the OOTB reminder scheduling in the review definition does NOT support (which makes a slight mockery of the ability to create a review definition and then let it run off a schedule).

2 people found this helpful

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Jamie Pryer

@ Andy Cheek on Jan 6, 2020 10:07 AM

"to create review escalation workflows"

yes, this does give you a ot of options - especially as you can pass dynamic values into these from the workflow itself.

this does then allow you to have less emails and a more dynamic model overall (potentially)

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7 Replies

Steve Alexandre Dec 2, 2019 10:56 AM
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Correct Answer
Hi,

For generic email like New review created, just edit the templates available under Admin>Email.
All our mails sent by RSA contains our custom logo of the company and some of them, text has been edited too to match the need.
1 person found this helpful
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- Armel Lupapi @ Steve Alexandre on Dec 3, 2019 7:41 AM
  Mark Correct
  Correct Answer
  The >Admin>Email don’t have any tabs where I can configure logos.
  Do you have examples of mails sent from your RSA IGL with the logo?
  
  Regards
  Armel
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  - Steve Alexandre @ Armel Lupapi on Dec 3, 2019 7:48 AM
    Unmark Correct
    Correct Answer
    Of course, you have to add it with the link from RSA when you have import your logo.
    For example, we have imported our logo in the user interfaces images with a name "logo.png".
    By clicking on it, we have a full link from RSA to the logo https://<your_server>/aveksa/main?ReqType=Table&TableID=FilesTable&Action=file&filename=logo.png
    
    After that, we want for example to have logo when we generate a review on the mail automatically sent by RSA to the manager. So we have edited the template "NewReviewMailToReviewers". In the content at the top, we have simply put the html tag "<img src="https://<your_server>/aveksa/custom/images/logo.png" />"
    
    Now when we run a new review, it's with our logo and custom text which is send to the reviewers.
    
    PS : Ofc, replace <your_server> by your ip or fqdn of your instance .
    
    It is what you want to do ?
    2 people found this helpful
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    - Jamie Pryer @ Steve Alexandre on Dec 3, 2019 8:37 AM
      Mark Correct
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      thanks Steve Alexandre
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    - Armel Lupapi @ Steve Alexandre on Dec 3, 2019 8:54 AM
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      Thanks.
      I didn't know that the emai templates would accept the html tags, I though only the email nodes on workflow would.
      
      If it's the case, it means that the html tag must be set in all my email nodes in my workflow as well.
      Quite a tremendous job due to the amount of workflow with emails nodes i got.
      
      Thanks very much
      
      Regards
      Armel
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      - Andy Cheek @ Armel Lupapi on Jan 6, 2020 8:34 AM
        Mark Correct
        Correct Answer
        'Fraid so. We restyled all our workflow emails a couple of years ago to use HTML and company logos/styles/etc. - it was a major piece of work. Unfortunately there does not appear to be any kind of ability to support email templates+node-specific content in the product (although Jamie Pryer did mention workflow email templates recently - Jamie have things moved on?).
        Wrt the review email templates you can include your own HTML but it can be relatively limited by the application's sanitised HTML settings. The alternative to using those emails (provided your usecases match the options available) is to create review escalation workflows and associate them with your review definitions according to your requirements. This then means you can have the same consistent approach to email style across all your workflows (should you wish). It also meant (for us) that we could essentially define review reminders to run from enddate-n to enddate - something that the OOTB reminder scheduling in the review definition does NOT support (which makes a slight mockery of the ability to create a review definition and then let it run off a schedule).
        2 people found this helpful
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        Jamie Pryer @ Andy Cheek on Jan 6, 2020 10:07 AM
        Mark Correct
        Correct Answer
        "to create review escalation workflows"
        yes, this does give you a ot of options - especially as you can pass dynamic values into these from the workflow itself.
        this does then allow you to have less emails and a more dynamic model overall (potentially)
        Like • Show 0 Likes0
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RSA IGL - Email templates with built-in Image/Logo

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