Customizing the Policy Email Template

Software Risk Manager allows notifications to be sent by email when policy status changes. (To enable email notifications, see Configuring Email Notifications in the SRM User Guide.) There are three standard email templates, which can be customized as needed.

To customize a policy email template:
  1. Navigate to the AppData folder and locate the template files.

    There are three generic email templates, and each one is based on a policy violation status:

    • error-builtin-template.json

      This file is used to notify the user that a policy has been violated.

    • success-builtin-template.json

      This file is used to notify the user that the policy violation has been resolved.

    • warning-builtin-template.json

      This file is used to notify the user that a policy has a violation risk.

    (For more information on the SRM AppData directory, see Understanding the AppData Directory.)

  2. Open the file you want to customize using any text editor.
  3. Make changes to the text as needed.

    Changes should be limited to the actual text; variables or references, such as \"{project-name}\", should not be altered.

  4. Save the file using the form *-custom-template.json.

    Say, for example, you want to customize the "error" email template. You would locate the file error-builtin-template.json, edit the file, then save it as error-custom-template.json.