Templates
Templates are reusable message starting points for invitations, reminders, and other workflow messages. They use the same content structure as Messages, but are intended to be copied before use.
The Templates list also contains built-in Datafisher templates when they are available.
Built-in Datafisher templates cannot be edited or deleted directly. Copy a built-in template to create an editable message or template.
In this section
- Templates list – review existing templates and built-in templates.
- Create a new template – create a reusable message template.
- Edit template – manage template content and languages.
- Copy template – create a new message or template from an existing template.
Templates list
The Templates table shows columns such as Name and Updated. Available actions can include Add for creating a new template and Copy for creating a new message or template from an existing template.
Create a new template
New templates use the same form as new messages:
- Name – the template name.
- Short description – a short description of the template purpose.
- Target – whether the template is written for Users or for Users' managers or HR business partners.
- Permission labels – labels controlling access to the template.
- Create – creates the template and opens the template editor.
See Create a new message for the shared field behavior.
Edit template
Editable templates use the same tabs and content fields as messages:
- General – template metadata, translation handling, languages, and permission labels.
- Language tabs – email, push notification, and SMS content for each language.
- Preview all – previews all language versions.
- Usage – workflows using the template.
See Edit a message for the shared editing fields, variables, previews, and test email behavior.
Copy template
Copying a template creates a new editable message or template.
The copy form contains Name, Short description, Type, Target, Permission labels, and Create. See Copy a message for the shared copy behavior.