The Template Builder/Notification Builder is an editing tool, which offers standard word processing options that are used to create both form and notification templates. It is called "Notification Builder" when dealing with notifications, and "Template Builder" when dealing with forms. It is used the same way for both of these processes.
Applicable Roles - Notifications
- Administrators
- Teacher
- Admissions
- Academic Administrator
- Business Office
- Evaluation Administrator
- Recruiting Administrator
- Benefits Coordinator
- HR Admin
- HR Team
Applicable Roles - Forms (Process & Claim)
- Administrator
- HR Admin
- HR Team
- Forms Administrator
Prerequisites
Form Management: Process Form Set-up & Creation & Creating and Editing Form Categories
Notifications: Creating Categories for Notification Templates & Notifications: Creating Notification Templates
Contents
Notification Builder
Once you have created the template details, for the notification, use the Notification Builder in the Details tab of the template, to continue to build the notification. See Creating Notifications for detailed instructions.
Template Builder
Once you have created the form details, use the Template Builder in the Details tab to continue to build the form. See Form Management: Process Form Set-up & Creation or Form Management: Claim Form Set-up & Creation for detailed instructions.
Builder Tools
Clicking on either "Notification Builder" or "Template Builder" will display the following:
Word Processing Toolbar
Source - For those familiar with HTML, this will allow you generous permissions on what you can include in your templates.
Word formatting – Bold, Italics, Underline, etc.
Styles, Format, Font, Size, Text and Background colors
Cut, Copy, Paste, Paste from Word
Find, Replace
Spell Check
Insert – *Images, Tables, Line Separators, Special Characters, Page Breaks
Bullets and Numbering
Alignments
Links and Anchors
Notification Markers – insert SchoolFront data and custom fields
Notification Markers and Images
*Inserting Images can be accomplished either by using the Notification Marker(s): "School Logo" or "District Logo" and inserting into a table on the builder, or by copying and pasting a link to the image.
You can alter your image through each of the following tabs on Image Properties:
If your school logo or any other information populated in the notification markers is blank or incorrect, please contact your Administrator or Solution Architect. These settings are only accessible through our Feature Administration Section.