Commit 7f8bb595 authored by Marcin Sedlak-Jakubowski's avatar Marcin Sedlak-Jakubowski Committed by Evan Read

Improve Service Desk documentation about templates

parent 79d9a022
...@@ -39,6 +39,8 @@ To learn how to create templates for various file types in groups, visit ...@@ -39,6 +39,8 @@ To learn how to create templates for various file types in groups, visit
images guidelines, link to the related issue, reviewer name, and so on. images guidelines, link to the related issue, reviewer name, and so on.
- You can also create issues and merge request templates for different - You can also create issues and merge request templates for different
stages of your workflow, for example, feature proposal, feature improvement, or a bug report. stages of your workflow, for example, feature proposal, feature improvement, or a bug report.
- You can use an [issue description template](#creating-issue-templates) as a
[Service Desk email template](service_desk.md#new-service-desk-issues).
## Creating issue templates ## Creating issue templates
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...@@ -34,7 +34,7 @@ It provides a unique email address for end users to create issues in a project. ...@@ -34,7 +34,7 @@ It provides a unique email address for end users to create issues in a project.
Follow-up notes can be sent either through the GitLab interface or by email. End Follow-up notes can be sent either through the GitLab interface or by email. End
users only see the thread through email. users only see the thread through email.
For instance, let's assume you develop a game for iOS or Android. For example, let's assume you develop a game for iOS or Android.
The codebase is hosted in your GitLab instance, built and deployed The codebase is hosted in your GitLab instance, built and deployed
with GitLab CI/CD. with GitLab CI/CD.
...@@ -98,32 +98,52 @@ An email is sent to the author when: ...@@ -98,32 +98,52 @@ An email is sent to the author when:
- A user submits a new issue using Service Desk. - A user submits a new issue using Service Desk.
- A new note is created on a Service Desk issue. - A new note is created on a Service Desk issue.
The body of these email messages can be customized by using templates. To create a new customized template, You can customize the body of these email messages with templates.
create a new Markdown (`.md`) file inside the `.gitlab/service_desk_templates/` Save your templates in the `.gitlab/service_desk_templates/`
directory in your repository. Commit and push to your default branch. directory in your repository.
With Service Desk, you can use templates for:
- [Thank you emails](#thank-you-email)
- [New note emails](#new-note-email)
- [New Service Desk issues](#new-service-desk-issues)
#### Thank you email #### Thank you email
The **Thank you email** is the email sent to a user after they submit an issue. When a user submits an issue through Service Desk, GitLab sends a **thank you email**.
The filename of the template has to be `thank_you.md`. You must name the template file `thank_you.md`.
There are a few placeholders you can use which are automatically replaced in the email:
You can use these placeholders to be automatically replaced in each email:
- `%{ISSUE_ID}`: issue IID - `%{ISSUE_ID}`: issue IID
- `%{ISSUE_PATH}`: project path appended with the issue IID - `%{ISSUE_PATH}`: project path appended with the issue IID
As the Service Desk issues are created as confidential (only project members can see them) Because Service Desk issues are created as [confidential](issues/confidential_issues.md) (only project members can see them),
the response email does not provide the issue link. the response email does not contain the issue link.
#### New note email #### New note email
When a user-submitted issue receives a new comment, GitLab sends a **New note email** When a user-submitted issue receives a new comment, GitLab sends a **new note email**.
to the user. The filename of this template must be `new_note.md`, and you can You must name the template file `new_note.md`.
use these placeholders in the email:
You can use these placeholders to be automatically replaced in each email:
- `%{ISSUE_ID}`: issue IID - `%{ISSUE_ID}`: issue IID
- `%{ISSUE_PATH}`: project path appended with the issue IID - `%{ISSUE_PATH}`: project path appended with the issue IID
- `%{NOTE_TEXT}`: note text - `%{NOTE_TEXT}`: note text
#### New Service Desk issues
You can select one [issue description template](description_templates.md#creating-issue-templates)
**per project** to be appended to every new Service Desk issue's description.
Issue description templates should reside in your repository's `.gitlab/issue_templates/` directory.
To use a custom issue template with Service Desk, in your project:
1. [Create a description template](description_templates.md#creating-issue-templates)
1. Go to **Settings > General > Service Desk**.
1. From the dropdown **Template to append to all Service Desk issues**, select your template.
### Using custom email display name ### Using custom email display name
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/7529) in GitLab 12.8. > [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/7529) in GitLab 12.8.
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