Announcement Template Gallery

The Announcement Templates feature enables efficient creation, reuse, and management of announcement content within the AppNavi portal. It supports both system-provided and user-defined templates, allowing consistent and rapid communication across applications.

Types of Templates

System Templates:
Predefined templates available globally across all tenants. These templates are editable but can be used as a base for editing and publishing announcements.

User-Defined Templates (My Templates):
Custom templates created and saved within a tenant. These templates are editable, reusable, and only visible to users within the same tenant.

Note: Templates are optional. If no template is selected, announcements can also be created directly using the Start from Scratch option.

Accessing the Announcement Section

To access the announcement feature:

Navigate to the Guidance tab.
Open the Contents section.
Select the Announcements tile.
On the Announcement listing page, click the three-dot menu (⋮) to view available actions:

Add – Create a new announcement
Manage Templates – Open the template gallery
Refresh – Reload the announcement list

Creating a New Announcement

To create an announcement:

Select the Add option from the three-dot menu
A dialog box will appear with the following creation options:

System Templates: Use a predefined layout
My Templates: Select from previously saved tenant-specific templates
Start from Scratch: Begin with a blank layout

Selecting any template opens the Announcement Editor with pre-filled content.
Modify the title, description, media, and tooltips as required.
Images can be added using the Media Library or by uploading a custom file.
After editing, choose to Save or Publish the announcement. Published announcements will appear within the associated application interface.

Managing Templates

Accessing Template Management

To manage templates:

From the Announcement page, click the three-dot menu (⋮).
Select Manage Templates to open the Template Gallery.

Creating a New Template

In the Template Gallery, click the three-dot menu (⋮) and choose Add.

The Edit Template view will open.
Provide the following details:

Template Title
Template Description
Preview Image (optional – select from Media Library or upload)
Add content using tooltips, text fields, and images

Click the Save as Template button to store the new template.

Editing or Deleting a Template

In the Template Gallery, each template includes a three-dot menu (⋮) with options to:

Edit: Open the template in the editor for modification
Delete: Permanently remove the template from the tenant’s gallery

Important Notes

System Templates are available to all tenants but cannot be modified permanently.
User Templates are only visible within the same tenant and can be edited, updated, or deleted.
Templates and announcements are independent. Editing an announcement will not affect the original template.
Templates are stored in the system under a specific content type (announcement template Gallery).
There is no retention limit for templates—they remain until deleted manually.

Summary

The Announcement Templates feature allows quick creation of announcements using System Templates, User-Defined Templates, or a Start from Scratch option. Templates can be customized, saved, and reused. A Template Management section enables users to add, edit, or delete custom templates, ensuring consistent and efficient communication across applications.