Email Templates' Fields [2.4.x]

To access and see what fields are present in the template, please follow the below steps:

 You may be logged as an ordinary user with an access to a particular project - it is not necessary to be a Jira administrator to the below steps.

1) Access a project that you wish to work in, like on the below image (1):



2) A new view is to be present, now you have the possibility to access Email Task by using the drop-down menu. To do so, click the little gray arrow pointing downwards (1) and then access "Email Templates" (2):



3) By doing so, you ought to get a similar view:



4) In here we can distinguish:

  • Issue type (2) -Email template tied with a particular issue type, will be available for selection in issues with this issue type (it'll be visible only with such an issue type, not with other issue types - i.e. in the above image email template "Email Template No.1 for Task Issue Type" is available only for issue type "Task"). It determines template variables which you can use in Subject and Content of your email.

       Please refer to this documentation table of contents and check "Create Email Template" or "Edit Email Template" if you want to create a new one or amend an existing one.

  • Name (1) - It's simply a name of the template must be unique per project.

  • Subject and Content (3) - Specify your subject and content of your email. It can be useful with Rich Text Editor, where you can choose style of your email.

  • Format as (4) - this option determines that the email body should be displayed as a plain text, or in html view with its features. Please bear in mind that the maximum visual enhancement effect can be only achieved if you use HTML formatting:



  • Recipients (1) - You can specify three type of recipients: To, Cc and Bcc. Each recipient can be one of the following type: Email, User, Group and Field. Fields comes from available fields in Issue. As the name indicates, they are to be present as default recipients, when you select particular email template tied with an issue type. Example of default recipients management is presented on the below image:

  • "Reply to" (2) is the email address to which replies should be sent. It can be Default or Custom. When the Reply to is set to Default, the "Reply to" field in email is set to an email address of a sender. By selecting custom you get an immediate possibility to enter new email address.

  • "From" (3) - specifies how the "from" field is to be visible by the e-mail message recipient. If you do not wish to send it as a currently logged-in user, then you may consider checking and possibly modifying outgoing email settings in Jira to select "outgoing mail settings" option. Alternatively there's a possibility to use "custom" option, where you can type email and name that are to be set for for outgoing messages.

 For more information and more details about those elements please refer to Create Email Template [2.4.x]

Feel free to tell us what topic should be covered: mailtask@psc-software.atlassian.net