Create parameters or standard messages for use in substituting values in large text areas such as in the e-mail message, work order descriptions, and work order comments. By creating standard messages, the system defaults these messages in the body of the e-mail message, description, or comments. Example: For an e-mail alert notification the text may read: "HVAC-ROOFTOP-01 has a temperature of 250 degrees. Please check this equipment by 01/15/2008." To prevent the necessity of entering the same information repeatedly, create parameters that allow the system to default the same message for the data-specific items to be pulled from the grid. For the example above, you would enter for the body of the e-mail: "%1 has a temperature of %2 degrees. Please check this equipment by %3."
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Select Administration > Setup > Alert Management.
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Create an alert.
Alerts can be created on the Work Order Alerts or E-mail Alerts page, by clicking Create Parameters. You may also access this pop-up window by clicking Create Parameter on this page.
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Click Add Parameter.
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Specify this information:
Parameter - Specify the text to be displayed in the text areas of the e-mail message or comments. Enter % for parameters and the number of the parameter that is to be used.
Recipient - Select to include the recipient.
Recipient is not displayed when the Create Parameters pop-up window is invoked from the Work Order Alerts page.
Grid Field - Specify the grid column that represents the value you wish to substitute into the field.
Value - Specify the hard-coded value to substitute into the field.
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Click Submit.
When you select Recipient, the system takes the resulting grid field value or hard-coded value and lookup to
the HxGN EAM user table and then the personnel table and searches for a corresponding
record. The system then takes the e-mail addresses associated with that record and
uses it where the parameter is located in the e-mail template. The system assumes
you will enter the actual % parameter in the recipient line of the e-mail template.