Create a New Post Template

Users in a room can, by default, post any type of free-form message. If you want your users to follow a specific format to post a message, for example, a list of items, or a report with selectable variables, you can create a post template, and then deploy that post template to one or more rooms in a space. This topics describes how to create a custom post template.

A post template is divided into six sections: 

  • Post Title - The name of the post template displayed to the user.
  • Post Body - Defines the content body of the post, to include static text, variables, and options such as the ability of a user to add attachments.
  • Snap Reactions - One touch feedback for recipients of the message post, such as a Like.
  • Comment Reactions - Defines allowable recipient reactions to a message post, for example, a reply template.
  • Post Status - Enables or disables a flag to indicate status for a message post.
  • Post Control - Defines Kore messaging Access Controls, Action Controls, and Expiry Controls enabled for message posts.

The only required sections are the Post title and the Post body.

To create a post template

  1. In the Message Management module, on the Post Templates page, click New Template. The New Post Template page is displayed.
  2. In the Post title section, enter a name for the post template used in the Enterprise Admin Console.
  3. In the Post body section, enter the static body text and add variables to create the body content.
  4. To create and add a variable in the Post body section, click Variable. The Add Variable dialog is displayed.
  5. Enter a name for the variable displayed to the end-user, and then select one of the following data types:
    1. String - Any text can be entered by the end-user.
    2. Number - Any number can be entered by the end-user.
    3. Single-select list - The end-user can only select one of the listed items defined. When selected, you must define the list items.
    4. Multi-select list - The end-user can select one or more of the listed items defined. When selected, you must define the list items.
    5. Date - Only a date can be specified or selected by the end-user.
    6. Time - Only a time can be specified or selected by the end-user.
    7. Date & Time - The end-user must specify both a date and a time.
    8. Telephone number - Only a 10-digit telephone number can be specified by the end-user.
    9. Email address - Only an email address can be specified by the end-user.
  6. Optionally, select Allow users to upload media. When selected, specify which of the following options apply:
    1. Allow multiple - The end-user can attach more than one attachment to the post.
    2. Allow photos - Image file types, such as .jpg, .png, .tiff, can be attached to the post.
    3. Allow videos - Video file types, such as .avi, .mpg, and .mp4 can be attached to the post.
    4. Allow documents - Document file types, such as .txt, .docx, .rtf can be attached to the post.
  7. In the Snap reactions section, optionally select Allow users to post snap reactions to define the type of snap reaction for the post, as well as the user-type that can post a snap reaction. When selected, in the:
    1. Before reaction - Specify the icon and labels for a message post displayed to the recipient before the snap reaction is applied by defining the following:
      1. Click the Icon Down arrow to select an icon.
      2. In the Label field, enter a name for the icon displayed next to the icon in the post, for example, Like.
      3. In the Plural field, enter a plural name for the Label field. For example, if Label is set to Like, then Plural should be set to Likes.
    2. After reactionSpecify the icon and labels for a message post displayed to the recipient after a snap reaction is applied by defining the following:
      1. Click the Icon Down arrow to select an icon.
      2. In the Label field, enter a name for the icon displayed next to the icon in the post, for example, Liked.
    3. Who can perform snap reactions to this post? - Select one or more of the following messaging user types that are permitted to apply snap reactions to the message post:
      1. Author of the Post
      2. Members
      3. Admins
      4. Owners
  8. In the Comment reactions section, optionally select Allow users to post comment reactions to define the type of comment reaction for the post. When selected, in the Reaction label section, specify the icon and labels for a message post displayed to the recipient as a comment reaction to the post by defining the following:
    1. Click the Icon Down arrow to select an icon.
    2. In the Label field, enter a name for the icon displayed next to the icon in the comment to the post, for example, Vote Yes.
    3. In the Plural field, enter a plural name for the Label field. For example, if Label is set to Vote Yes, then Plural should be set to Yes Votes.
    4. In the Who can perform snap reactions to this post? section, select one or more of the following messaging user types that are permitted to apply comment reactions to the message post:
      1. Author of the Post
      2. Members
      3. Admins
      4. Owners
  9. Optionally, in the Comment reaction templates section, click Add Template to add one or more comment reaction templates. Define comment templates using steps 2 - 7.
  10. In the Post status section, optionally select Allow posts to have a status property. When selected, define the following:
    1. Status list items - Use the predefined statuses, or click the Ellipses  icon for a predefined Status to modify the Status settings. Otherwise, click Add Status to add additional status items. When selected:
    2. In the New Status dialog, in the Status label field, enter the text label for the Status.
    3. In the Status color field, specify the RGB Hex color code, for example, #006EB7
    4. Select Default status when the post is created if the Status is assigned when the post is initially created, for example, Open Status.
    5. In the Who can perform snap reactions to this post? section, select one or more of the following messaging user types that are permitted to apply comment reactions to the message post:
      1. Author of the Post
      2. Members
      3. Admins
      4. Owners
  11. In the Post control section, optionally define message post controls for:
    1. Access Controls - Control the time and location that the end-user recipient can view your message.
    2. Action Controls - Control the actions that an end-user can apply for your message post, for example, forward, copy, and save functions of a message.
    3. Expiry Controls - Controls the time period when the end-user can access the message post.
  12. Click Save

The Post template successfully saved message is displayed at the top of the page. To enable the post template for users in a room, you must deploy the template. For more information, see Deploy a Post Template.

The following illustration is an example of the New Post Template page.

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