Email customization for dashboard subscription

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Users can subscribe to receive a regular email with dashboard reports as a PDF attachment. To enable this functionality, make sure you have installed the headless Google Chrome browser on your Jira server.

eazyBI provides the option to customize the body of an email sent via the eazyBI dashboard email subscription. Keep in mind that customizations might interfere with the standard eazyBI functionality and may conflict with future eazyBI versions. Please review and retest your customizations after each eazyBI version upgrade.

You can customize your email body when the eazyBI dashboard email subscription is enabled. Customization would not be possible for the Jira Cloud add-on.

1. First, create a directory JIRA_HOME/data/eazybi/locales and create there a customization file with .yml extension (i.e., custom_email.yml or any other name can be used) and the following content.

2. Next, you could edit the content of this file to customize the text in the body_html section.

   en:
     dashboard_mailer:
       pdf_export:
         subject: "[eazyBI] Dashboards - %{account_name}"
         body_html: |
           Hello %{user_name}!
   
           Please see attached dashboard pages from eazyBI account <strong>%{account_name}</strong> .
   
           %{subscription_settings}<br/>
   
   
           Kind regards,
           eazyBI
   
       subscription_settings:
         eazybi_html: |
           If you would like to change dashboards email subscription settings then please visit <a href="%{page_url}">eazyBI dashboards</a> page.

3. Next, you could edit the content of this file to customize the text in the body_html section.

Here is the list of possible variables that you can use in the body of the email

When you edit *.yml file, keep in mind:

• You can name the file as you want - all localization files from JIRA_HOME/data/eazybi/locales will be loaded
• The file is in a YAML format which is indentation sensitive - please do not break the indentation hierarchy as then it will fail to load

This .yml file is common for all eazyBI accounts (for one JIRA instance) and can't be specified for each eazyBI account separately.