How to create email templates?

How to create email templates?

Notifications must have one or more email templates associated with them. To create a new email template, follow these steps:

  1. Go to Settings | System | Email Templates;
  2. The list of email templates will appear;
  3. Click on Create.
In the body of the email, you can add tags that will be replaced by the corresponding value at the time of sending.
  1. Assets
Tag
Value
%%Asset.Type%%
Asset type: equipment / tool /location / route
The above value must respect the language of the user/model
%%Asset.Key%%
Equipment / tool / location / Route (key)
%%Asset.Description%%
Equipment / tool / location / Route (description)
%%Asset.Location%%
Equipment / tool - location
%%Asset.ParentLocation%%
Location - parent location
Equipment / tool - location parent location
%%Asset.Brand%%
Equipment / tool / route - brand
%%Asset.Model%%
Equipment / tool / route - model
%%Asset.Family%%
Equipment / tool / route - family
%%Asset.LocationFunction%%
Location / route - location function
%%Asset.Series%%
Equipment / tool - serial no.
%%Location.StreetName%%
Location - street
%%Location.StreetNumber%%
Location - port number
%%Location.PostalZone%%
Location - postal area
%%Location.City%%
Location - city
%%Location.Country%%
Location - country
%%Location.Phone%%
Location - telephone
%%Location.MobilePhone%%
Location - mobile
%%Location.Latitud%%
Location - latitude
%%Location.Longitud%%
Location - longitude
  1. Requests
Tag
Value
%%Request.Key%%
Request (key)
%%Request.Description%%
Request (description)
%%Request.Date%%
Date
%%Request.Type%%
Request type
%%Request.Priority%%
Priority level
%%Request.Reason%%
Request reason
%%Request.State%%
State
%%Request.Requester%%
Requester
%%Request.Remarks%%
Remarks

  1. Work Orders
Tag
Value
%%WorkOrder.Key%%
Work order (key)
%%WorkOrder.Description%%
Work order (description)
%%WorkOrder.Date%%
Date
%%WorkOrder.ExpectedDate%%
Expected date
%%WorkOrder.Workshop%%
Workshop
%%WorkOrder.Type%%
Work order type
%%WorkOrder.Priority%%
Priority level
%%WorkOrder.State%%
State
%%WorkOrder.Remarks%%
Remarks

  1. Preventive Maintenance
Tag
Value
%%PreventiveMaintenance.Key%%
Preventive (key)
%%PreventiveMaintenance.Description%%
Preventive (description)
%%PreventiveMaintenance.Date%%
Preventive - creation date
%%PreventiveMaintenance.Workshop%%
Preventive - workshop
%%PreventiveMaintenance.Type%%
Preventive - WO type
%%PreventiveMaintenance.Priority%%
Preventive - Priority Level
%%PreventiveMaintenance.Remarks%%
Preventive – remarks

  1. Preventive Maintenance Events
Tag
Value
%%Event.Event%%
Preventive event
%%Event.ExpectedDate%%
Estimated date
%%Event.MaintenancePlan%%
Maintenance plan
%%Event.WorkOrder%%
Work order
​
  1. Work order assignments
Tag
Value
%%Assignment.Plan%%
Maintenance plan
%%Assignment.PlanDescription%%
Plan description
%%Assignment.Task%%
Task key - plan or additional
%%Assignment.TaskDescription%%
Task description - plan or additional
%%Assignment.Assigner%%
Who assigns the work order
%%Assignment.AssignedTo%%
Who is assigned the work order
%%Assignment.Duration%%
Duration - sum of plan tasks or task duration
  1. Meter Values
Tag
Valor
%%Meter.Key%%
Meter key
%%Meter.Description%%
Meter description
%%Meter.Unit%%
Unit meter
%%MeterValue.Reading%%
Meter reading value that triggered the notification
%%MeterValue.Increment%%
Meter increment value that triggered the notification
%%MeterValue.Cumulative%%
Cumulative counter value
%%MeterValue.Date%%
Meter value date
%%MeterValue.Remarks%%
Remarks
%%MeterValue.Origin%%
Origin value

  1. Monitoring Values

Tag
Valor
%%Monitoring.Key%%
Monitoring  key 
%%Monitoring.Description%%
Monitoring  description
%%Monitoring.Unit%%
Monitoring  unit
%%Monitoring.UpperAction%%
Upper action limit
%%Monitoring.UpperWarning%%Warning upper limit
%%Monitoring.UpperTrigger%%Number of events that trigger warning/action (top)
%%Monitoring.LowerWarning%%lower warning limit
%%Monitoring.LowerAction%%Lower action limit
%%Monitoring.LowerTrigger%%Number of events that trigger warning/action (lower)
%%MonitoringValue.Key%%Monitoring value key
%%MonitoringValue.Value%%Monitoring  value that triggered the notification
%%MonitoringValue.Date%%Date value
%%MonitoringValue.Remarks%%Remarks amount
%%MonitoringValue.Origin%%Origin value
  1. Parts and Inventory
Tag
Value
%%Part.Key%%

Part key 

%%Part.Description%%

Part description

%%Part.MinStock%%

Part minimum stock

%%Part.MaxStock%%

Part maximum stock

%%Part.BaseUnit%%

Part base unit description 

%%PartIssue.Key%%

Stock issue key

%%PartIssue.Description%%

Stock issue description

%%PartIssue.DocumentType%%

Stock issue document type description

%%PartIssue.Warehouse%%

Stock issue warehouse description

%%PartIssue.Date%%

Stock issue date


      i.Messages

Tag

Value

%%FollowUp.Content%%

Message content

%%FollowUp.Summary%%

Message content - first 100 characters

%%FollowUp.Date%%

Message creation date

%%FollowUp.Sender%%

Name of the message author

 

      i.Requisitions

Tag

Value

%%Requisition.Key%%

Requisition key

%%Requisition.Description%%

Requisition description

%%Requisition.Date%%

Requisition date

%%Requisition.Type%%

Requisition type

%%Requisition.RequestedBy%%

Requested by

%%Requisition.State%%

Requisition state

%%Requisition.Remarks%%

Requisition remark

 

      i.Generic

Tag

Value

%%User.Name%%

Username

%%User.Email%%

User's email


  1. Contracts
Tag
Valor
%%Contract.Key%%Contract key
 %%Contract.Description%%Contract description
%%Contract.ContractType%%Description of the type of contract
%%Contract.Currency%%Currency description
%%Contract.Customer%%Client's name
%%Contract.Date%%Contract date
%%Contract.Company%%Company name
%%Contract.EndDate%%
Contract end date
%%Contract.ExternalReference%%
External contract reference
%%Contract.GlobalValue%%
Contract value
%%Contract.NotificationDate%%
Notification date
%%Contract.PersonInCharge%%
Employee's name
%%Contract.Remarks%%
Contract remarks
%%Contract.State%%
State description
%%Contract.StartDate%%
Contract start date
%%Contract.Supplier%%
Supplier name



    • Related Articles

    • How to create contracts?

      To create a new contract, select the option "Contracts | Contracts": The contract list is presented: Press the "Create" button. When editing the contract, you must consider: The state change must be performed on the detail view interface. If the ...

    • How can I create a workshop?

      The workshops represent a way of organizing work groups by area, in order to be able to create access restrictions in the operations for allocation of costs to the work orders. To create a new workshop, select the option Workshop & Employees | ...

    • How to create specification types?

      The characteristic types allow to configure the characteristics. To create a characteristics type, select the option Settings | General | Characteristics Types: The list of characteristic types is displayed; Press the "Create" button. When creating ...

    • How to create mobile reports?

      To create a mobile report, select the Definitions | Printing | Mobile Reports; The list of mobile reports is presented; Press the "Create" button. The report creation screen is presented; When creating the mobile report must consider the following ...

    • How to create a contract type?

      To create a new Contract Type, select the option Settings | Contracts | Contract Types: The list Contract Types will be displayed; Press the "Create" button; When creating and editing Contract Types, you must consider: i.The first Contract Type to be ...