Configure Collaboration Extension Template

create a template the collaboration extension is as self service as possible for the turbine practitioner the solution includes a dedicated collaboration template manager application to create and update templates each record in the application represents a unique template to create a new template, follow these steps from the left hand navigation pane, under application records, click collaboration template manager to create a new record the new record window opens with free text fields, a drop down menu, and in document help text to assist in configuring the template in the template title field, enter a title that is unique across all records in the application warning! you will receive a validation error, if duplicate titles are detected in the communication channel drop down menu, select email , slack , and/or teams to select multiple communication channels, click the drop down menu again and select another communication channel the selected communication channels display in the field as you select the communication channel, the communication channel templates display you can come back to those in a minute! first, let's complete the action list field use the action list to configure possible response options for the message recipients actions support zero or many individual values and coloring use 0 for red and 1 for green in the action list field, enter the appropriate values click the display radio button from action list help text for additional information it is not required to enter any action list values if no action list values are set, a message is still sent, but there is no way for the recipient to respond there are valid use cases where this would be the desired behavior depending on the chosen communication channel, the body of the parameters of the template is slightly different gmail has email body slack has slack message body teams has teams message body all three templates perform field replacement with data from the record calling the template by using mustache syntax around the field display name (case insensitive) or the field key configure the body of the email as desired see the ms teams message body example depending on the chosen communication channel, the message destination fields are different gmail has email to, email cc, and email bcc slack has slack channel ids, channel name, and/or a username teams has teams webhooks configure the template's recipients see examples gmail slack one or multiple slack message channels is supported a channel name should be prefixed with #, and a username should be prefixed with an @ sign channel ids are also supported teams teams supports specific webhook urls click save you can add, remove, or modify templates as desired