Email notification templates can be setup to automatically insert data from the related module. This will provide crucial information, like the Work Order Number, or allows personalization of the notification based on information in the record.
As well, Lucity stores address data in a series of fields, not all of which every organization uses. There is a function to auto-insert and concatenate address data in a notification, which provides a more readable format.
Finally information can be inserted from fields in children tables, both for a single record, or list of records. This allows attaching useful information from child records like addresses, assets, or inspection information.
Considerations
What fields do you want to display in your notification
What are the fields/table names
Note: Ctrl + Right-Click on a field in the desktop and select "Field Properties" to find the field and table names.
Note: For other information about fields use our Data Dictionaries.
How to
Insert a single field from the main record (ie. Work Order, Request, Sewer Overflow, etc…)
Type the field name enclosed in brackets [ ] where the data should be auto-inserted into the notification. This can either be in the Subject or Body.
Now, whenever the notification is sent, the data will appear in the subject line of that email.
Note: These fields must be in the stored in the modules main table, not a child table. ie. For a Fleet Notification, the fields must come from the EFFLEET table not the EFFUEL table
Examples
This example will add the Fleet ID to a fleet notification email.
Please bring vehicle [FL_VEH_CD] [FL_VEH_TY] in for service.
Count Symbol - Because one parent record can have multiple children records the count symbol is used to control how many children records are used. There are two choices:
1 – this will only show information from one record in the child table. It will be from the first record the computer finds.
* - this will show information from every record in the child table.
Table name – the name of the child table the information is coming from. (ie WKORDERLOC for Work Order Location)
Field names – the name of each field you want displayed from the child table. Each field name must be enclosed in brackets. []
Note: This can also be used in the Recipient list to pull email addresses out of fields in a module
Examples
This first example will add information from the first asset in the Work Order's asset list.
Note: Nesting Children will NOT work. In other words you can not have a Begin repeat for Work tasks and inside that have another Begin repeat for Resources and then a End Repeat for both
Insert a single field from the main record (ie. Work Order, Request, Sewer Overflow, etc…)
