We added a new feature in Version 5.0.0.70 which released on July 1st. This feature allows you to save or load a message template in the Distribution screen of the Job Editor. Using this feature you can easily craft an elegant standard message template, including logos, common variables and placeholders for key metrics, to be used across many jobs.
To use this feature open a ReportWORQ Job and navigate to the Distribution Screen. Notice the new Templates menu on HTML editor for Email, Slack or Teams. The saved template will include the message body and also the subject line if saved from the Email Editor.
Enter a name for the new template, or select an existing template from the dropdown list to save over an existing one.
To load a saved template, choose the Templates >> Load Template option and select the desired template. The Load Template dialog shows a preview to make it easier to choose the correct one. Templates can be deleted from the Load Template dialog by selecting the ellipse to the right of the template name and choosing Delete.
Templates are stored globally within the workspace, which means all users that have access to that workspace can interact with the template. Users in other workspaces will their own list of templates.