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How to create email templates?

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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.

Assets

TagValue
%%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

Requests

TagValue
%%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

TagValue
%%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

Preventive Maintenance

TagValue
%%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

TagValue
%%Event.Event%%Preventive event
%%Event.ExpectedDate%%Estimated date
%%Event.MaintenancePlan%%Maintenance plan
%%Event.WorkOrder%%Work order

Work order assignments

TagValue
%%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

TagValor
%%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

Monitoring Values

TagValor
%%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

Parts and Inventory

TagValue
%%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

TagValue
%%FollowUp.Content%%Message content
%%FollowUp.Summary%%Message content - first 100 characters
%%FollowUp.Date%%Message creation date
%%FollowUp.Sender%%Name of the message author

Requisitions

TagValue
%%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

TagValue
%%User.Name%%Username
%%User.Email%%User's email

Contracts

TagValor
%%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