Contents
Intro
Alongside the normal styling options available when creating a HTML template for email alerts, there is also the ability to add in tables through the Table Wizard that will enable you to dynamically get the information in list format.
The Table Wizard offers many customisation options to the styling and properties of your table, cells, and borders. It also includes the ability to add custom CSS classes for more specific formatting requirements.
Below are our recommended settings for quickly getting started with the Table Wizard to customise your alert emails.
Creating a Humanforce alert
For more information on Humanforce Alert configurations, the below articles can provide more clarity:
Creating a table with the Table Wizard
Within an existing alert item, click on the HTML template button for either the Filtering or Recipient group depending on your message destination.
Click the table icon shown below within the Template Editor, and select Table Wizard.
In the Table tab, enter the number of columns and rows required.
If you are generating a table to display a repeating list of results, you will only need to specify two rows.
The first row will contain header labels, and the second row will contain your data placeholders which repeat for each employee that is included in the alert email being sent.
Note: In the table example shown at the end of this article, we are using 5 columns to
show the below data in our alert emails to the manager:
- Employee Full Name
- Leave Request Shift Type
- Leave Start Date
- Leave End Date
- Hours Requested
Set the Alignment and Background Colour options to your desired values.
Note: The example at the end of this article uses left alignment and a plain
white background.
Use the Tab key on your keyboard to scroll down to the remaining settings.
Set the Border Line Width, Line Colour, and Border Style settings to your desired values, and enable the Collapse borders option.
Note: The example shown at the end of this article uses a border width of 1px, a line
colour of black, and has a line style of solid.
In the Cell tab, set the Alignment, Background Colour, Border Line Width, Line Colour and Line Style.
Finally in the Accessibility tab, set the Alignment once more, and press OK when completed.
You will see a table created with empty values if the process was successful.
Enter your desired column header labels in the top table row, and then insert the data placeholder tags to load your information in the bottom table row.
Placeholder tags can be found and inserted by browsing through the applicable options in the Placeholders menu within the Template Editor, and pressing Insert Placeholder to include them within a cell.
These placeholders can be used anywhere throughout the alert message body.
An example of how a finished table would look is below, including header labels and assorted data placeholder tags to load information about employee leave requests:
Further assistance
If you are seeking further guidance or running into issue when utilising the Table Wizard within the Alert Template Editor, we recommend logging a Help ticket so that our consultants can assist you further.