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.

Considerations

 

Auto-Inserting fields from the record

This syntax will insert information from fields that are on the record that the work order is generated for.

Type the field name, enclosed in brackets [ ], at the desired position in the Subject or Message (body). If the field holds an email address it can entered into the Recipent List.

 

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.

Add a line, using the syntax in the example below, into the body of the email. Replace the sample field names with the corresponding field names from the associated module.

 

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.

Add a line, using the following syntax, into the body of the email (omit the parentheses).

<#BeginRepeat (count symbol) (table name)#> ([field name1] [field name2] [etc…]) <#EndRepeat#>