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.