Content Templates

Content templates are reusable Jinja2-based templates for generating text in recertification requests, notifications, and other automated communications.

Overview

Templates allow teams to define standardised messaging that dynamically includes context-specific variables (product names, risk levels, deadlines, etc.). Instead of writing repetitive descriptions, administrators create templates once and reuse them across workflows.

Managing Templates

Creating a Template

1. Navigate to Space Settings → Content Templates
2. Click New Template
3. Fill in the required fields:
   • Name — Display name for the template
   • Slug — Unique identifier (auto-suggested from the name)
   • Category — Groups templates for filtering (e.g., recertification, notification)
4. Write the template body using Jinja2 syntax
5. Save

Template Syntax

Templates use Jinja2 syntax for variable substitution:

## Review Required for {{ product_name }}

**Type:** {{ product_type }}
**Criticality:** {{ criticality }}

Please review and recertify access to this product by the cycle deadline.

Available Variables

The variables available depend on where the template is used. Common variables include:

Variable	Description
product_name	Name of the data product
product_type	Product type (e.g., Table, Dashboard)
criticality	Criticality level
sensitivity	Sensitivity classification
space_name	Name of the space
cycle_name	Recertification cycle name
resource_name	Display name of the resource

Preview Rendering

Before saving, you can preview how a template renders with sample data:

1. Click the Preview button in the template editor
2. The system renders the template with example context variables
3. Review the output and adjust as needed

Using Templates

In Recertification Cycles

Templates are most commonly used in recertification cycles:

1. Open a recertification cycle's Configuration panel
2. Set the Request Title Template and/or Request Description Template
3. When recertification requests are created, the templates are automatically rendered with the audit item's context

Categories

Organise templates by category to make them easy to find:

Category	Use Case
recertification	Recertification request titles and descriptions
notification	Alert and notification messages
request	Access request templates
general	General-purpose templates

Template Lifecycle

• Active — Available for selection and use
• Inactive — Hidden from selection but preserved for reference
• Templates with the same slug cannot exist in the same space
• Deleting a template is permanent — deactivate instead if you may need it later