Auto-Insert

Administrators can configure Email Notification templates to automatically insert data from the related module into the Recipient List, Subject, and Body of the email. The data can provide crucial information, like the Work Order Number, or personalize the notification based on information in the record.

Auto-Inserting Address Data

Lucity stores address data in a series of fields, not all of which every organization uses. To simplify the process of auto-inserting address data in a notification, Lucity provides a special function that concatenates address data, resulting in a more legible format.

Inserting Data from Child Records

Finally, administrators can insert data from fields in children tables—for a single record or for a list of records. This can be useful for communicating addresses, lists of assets, or inspection information via email.

Considerations

 

How to insert a single field from the main record

How to insert concatenated Address fields

How to insert fields from child records