Is it possible to limit email templates by role or group

We have many different groups of people using SBM and we would like to create templates that are used without SBM apps but limit who can see different sets of these templates.  For example we want templates setup for Sales but we do not need the Service Desk or IT to see those.

I do not see an option of doing this in the current setup so I would like to request this as an enhancement.

  • Thank you for sharing your idea! It’s open for comments and kudos, and we’re looking forward to input from the community. Once there is enough community traction, it will be further reviewed by the product team.

  • I have developed a few scripts for this feature by adding the following to the email.htm template.

    <p id="bodytemplatelist"></p>
    <script type="text/javascript">
    var MyTOstr="$MAIL(recipient)";
    MyTOstr=MyTOstr.replace("@","@");
    var p1=MyTOstr.indexOf("; ");
    MyTOstr=MyTOstr.substr(0,p1);
    var MyFROMstr="$CURRENTUSER()";
    MyFROMstr=MyFROMstr.replace(" "," ");
    var urlstr="https://myweb.domain.com/REST/GetTemplateList.asp";
    urlstr=urlstr "?MyFROMstr=" MyFROMstr "&MyTOstr=" MyTOstr;
    urlstr=urlstr "&UID=$USERID()&recID=$RECORDID()&tblID=$TABLEID()";

    var results=jQuerySBM('#bodytemplatelist').load(urlstr);
    function mtemplatechange(){
    var bodystr=jQuerySBM('#mailtemplate').val();
    var setbody=jQuerySBM('#message').html(bodystr);
    var setbody=jQuerySBM('#messagediv').html(bodystr);
    }
    </script>

    The GetTemplateList.asp page accepts the params and builds a selection list based on the item passed and the currently logged in users CompanyID and App being used.   It also builds the templates by processing $FIELDVALUE() macros in those templates.

    I use a lot of custom views and a template table added to the GlobalProcess App

    Example template:

    Title:
    Incidents Routed to Level 2
     

     

     

     

    BodyText:
    Hi $FIELDVALUE("TOFIRSTNAME"),

    This is $FIELDVALUE("AGENTFIRSTNAME") with the ABS Service Desk. I have received your ticket and will be routing it to the Level 2 team for further assistance. If you have any questions or would like to check on the status of the ticket, please give us a call @ $FIELDVALUE("PORTALPHONE") with your reference ticket $FIELDVALUE("TS_ISSUEID")

    Issue Title
    $FIELDVALUE("TS_TITLE")
     
     

     

     

     

    Company:ABS Associates Inc 
     

     

     

     

    Table Filter:INCIDENTS