==> Collection of nuggets of knowledge around notice templates. <==
Patron notice templates are the templates used in your patron notice policies, for your manual fee/fine charges and actions and for your title level requests. Okay... and what else is useful to know about notice templates?
Your selection in the field "Category" will influence:
- which tokens are available to add to your template. For example, if Loan is the selected category, then Request and Fee/fine tokens are not available to use.
- where you templates can be selected. For example, only templates of the category Request can be selected as Title level request notices.
Manual fee/fines are an exception to how templates are tied to triggering events. Sending manual fee/fine notices is configured under Settings >> Users >> Fee/fine: Manual charges.
You can either select a default template option for all fee/fine actions (pay, waive, refund, transfer and cancel/error) and all fee/fine charges. Or you can select specific templates to be applied to each individual type of manual fee/fine.
The notice Category = Manual fee/fine charge is triggered when you create/add a manual fee/fine directly on the patron. The notice Category = Manual fee/fine action (pay, waive, refund, transfer or cancel/error) is triggered when you select either of the options Pay, Waive, Refund, Tranfer or Error on the patron's fee/fine.
At this time, there is no way to select different templates for different actions. However, action type is a data token available to integrate into the template so that the notice contains information about the specific type of action taken.
Formating of the notice body: If you want a token to be e.g. bold, then the brackets must also be formated: {{item.title}}
Template preview: Clicking on the Preview buttons (either in the Email accordeon, on in the Edit view of the template) will show you a realistic view of your template. It will show you the text formating, and you can use it to make sure you haven't forgotten any text or tokens.
The preview data is hard-coded (i.e. is the same) for all notice templates: It will not show an example from your Inventory data, and multiples items will also not be shown.
How do the tokens "Multiple loans" work? This set of tokens ( {{#loans}}{{/loans}} ) work with a handful of patron notice triggers that you can find listed here. They are all for a notice Category = Loan.
For them to appear in your patron notice template, you must also select another loan token in order to activate the Add token button.
Any text that is inserted between the multiple loans tokens, will be duplicated as often as there are books (in the example below) checked out at that session. Any tokens available in the template can be instered between the multiple loans tokens.
Please insert the multple loans tokens only once in each template.
Rogue tags stoping notice being sent: Once upon a time, a notice wasn't being sent because there was a {{#loans}} tag tucked into the text of the template. The notice then worked as soon as the rogue tag was removed.
NO multiple loans possible in fee/fine templates: Yes, the token for Multiple loans is available to select in all fee/fine categories. This is because the loan tokens were made available for this template, and this includes the Multiple loans token. No, it will not work in your template, and will even make the template invalid. Please do not use.