How to create email templates?

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Notifications must have one or more email templates associated with them. In the body of the email, you can use tags, which are replaced by the corresponding value at the time of sending.

To create a new email template, follow these steps:

  1. Go to Settings | System | Email Templates;

  2. In the list of email templates, click on Create.

The tags available for the email body are organized by the following topics:

Assets

Tag

Value

%%Asset.Type%%

Asset type: equipment / tool / location / route

The above value must respect the language of the user/template

%%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 - building number

%%Location.PostalZone%%

Location - postal zone

%%Location.City%%

Location - city

%%Location.Country%%

Location - country

%%Location.Phone%%

Location - telephone

%%Location.MobilePhone%%

Location - mobile

%%Location.Latitud%%

Location - latitude

%%Location.Longitud%%

Location - longitude

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

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%%

WO type

%%WorkOrder.Priority%%

Priority level

%%WorkOrder.State%%

State

%%WorkOrder.Remarks%%

Remarks

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

Preventive Maintenance Events

Tag

Value

%%Event.Event%%

Preventive event

%%Event.ExpectedDate%%

Estimated date

%%Event.MaintenancePlan%%

Maintenance plan

%%Event.WorkOrder%%

Work order

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

Meter Values

Tag

Value

%%Meter.Key%%

Meter key

%%Meter.Description%%

Meter description

%%Meter.Unit%%

Meter unit

%%MeterValue.Reading%%

Meter reading value that triggered the notification

%%MeterValue.Increment%%

Meter increment value that triggered the notification

%%MeterValue.Cumulative%%

Cumulative meter value

%%MeterValue.Date%%

Meter value date

%%MeterValue.Remarks%%

Remarks

%%MeterValue.Origin%%

Value origin

Monitoring Values

Tag

Value

%%Monitoring.Key%%

Monitoring key

%%Monitoring.Description%%

Monitoring description

%%Monitoring.Unit%%

Monitoring unit

%%Monitoring.UpperAction%%

Upper action limit

%%Monitoring.UpperWarning%%

Upper warning limit

%%Monitoring.UpperTrigger%%

Number of events that trigger warning/action (upper)

%%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%%

Value date

%%MonitoringValue.Remarks%%

Value remarks

%%MonitoringValue.Origin%%

Value origin

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

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

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

Generic

Tag

Value

%%User.Name%%

User name

%%User.Email%%

User's email

Contracts

Tag

Value

%%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