You can now create meaningful emails by adding keywords that are defined in the system.
You can use these keywords in the email subject and email body.
You can use the email keywords in all the managers that support the email configuration.
The keywords are specific to the managers and if you use a keyword that is not relevant
to a manager then the email leaves the parameter corresponding to the keyword blank.
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If the Email Body is not edited and only Email Subject is updated, then the Email
Body shows default output in the email sent to users.
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Some of the keywords give different outputs depending on their placement in the email.
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@wfstate in Email Subject - Displays current workflow state in the email output
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@wfstate in Email Body - Displays the the workflow history or the current workflow
state
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@wfreason in Email Body - Displays the Revoke comment and it only applies to the Email
Body.
List of managers which that support email configuration
vCertificates
vAssets_Preservation
vDocuments
vLEMDocuments
vDocumentForms
vPunchlists
vResources
vRFIs
vTasks_SmartForms
vMOC
List of keywords that can be used in email configuration
@AssetPackName
@AssetPackSummary
@AssetSummary:
@AssetTag
@AssignedPerson
@CertLock
@CertificateComments
@CertificateDescription
@CertificateDiscipline
@CertificateTag
@CheckInOutResource
@CheckInOutResourceID
@CheckedInDate
@CheckedOutDate
@CompanyInstanceID
@CompletedDate
@CompletionState
@Comments
@ContractName
@ContractName
@ContractSummary
@ContractSummary
@Description
@Discipline
@DisciplineSummary
@DocumentCategory
@DocumentCategorySummary
@DocumentDisciplineSummary
@DocumentName
@DocumentSummary
@DocumentManufacturer
@DocumentType
@DueDate
@Facility
@Field001
@Field002
@Field003
@Field004
@Field005
@Field006
@Field007
@Field008
@Field009
@Field0010
@Field0011
@Field0012
@Field0013
@Field0014
@Field0015
@Field0016
@Field0017
@Field0018
@Field0019
@Field0020
@IsCheckedOut
@IsCritical
@IsException
@JobCategory
@JobCategorySummary
@LoopName
@LoopSummary
@MOCSummary
@MOCTag
@PDFFileName
@PDFFileSize
@PhysicalArea
@PhysicalLocation
@PhysicalLocationUp1Summary
@PhysicalLocationUp2Summary
@PhysicalLocationUp3Summary
@PrimaryConsequence
@Priority
@PrioritySequence
@PrioritySummary
@ProcessBreakdown
@ProcessBreakdownUp1Summary
@ProcessBreakdownUp2Summary
@ProcessBreakdownUp3Summary
@PunchlistAltitude
@PunchlistCategory
@PunchlistCategorySummary
@PunchlistComment
@PunchlistDescription
@PunchlistException
@PunchlistException
@PunchlistItem
@PunchlistLatitude
@PunchlistLongitude
@PunchlistSummary
@PunchlistType
@PunchlistTypeSummary
@Revision
@RFIComment
@RFIContractID
@RFIContractName
@RFIContractSummary
@RFIDescription
@RFIDiscipline
@RFIDisciplineSummary
@RFIPrioritySummary
@RFIName
@RFISummary
@RecordCreated
@RecordCreatedBy
@RecordCreatedByID
@RecordLastModified
@RecordLastModifiedBy
@RecordLastModifiedByID
@RecordRemovedByID
@RequestorCompanyName
@RequestorCompanySummary
@ResponsibleCompany
@ResponsibleCompanyName
@ResponsibleResource
@ResponsibleResourceEMail
@ScheduledDate
@SignOffDate
@TaskName
@WorkBreakdown
@WorkBreakdownUp1Summary
@WorkBreakdownUp2Summary
@WorkBreakdownUp3Summary
@WorkGroup
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Navigate to vUserApplications.
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Open the record for the Manager for which you want to configure email.
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Edit the email with keywords by updating the text boxes in the Email Configuration section.
Keywords are case-sensitive.
User Input
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Email Output
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Email Subject:
@user has sent you an update, this task is now in state: @wfstate
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David DeArmon has sent you an update, this task is now in state: Originated
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Email Body:
Task @TaskName requires your attention:
@url
Reason for Revoking- @wfreason
History - @wfstate
Project- @WorkBreakdownUp3Summary
Created- @RecordCreated By @RecordCreatedBy
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Task T-00079-0005 requires your attention:
LINKTORECORD (http://yoursite/ORMS/Tools/EditForm.aspx?u=true&v=vPunchlist&ID=340)
Reason for Revoking- A Good Excuse
History -
Current State: Originated
Originated On: 03-Sep-2016 04:23:06 AM By: John, Doe
Project- 100 - My Project
Created- 9/3/2016 2:23:06 AM By Jill, Whatshername
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