To send notifications, you must first set up an e-mail template on the E-Mail Templates screen. This screen is used to set up the recipients, e-mail subject, and body of the e-mail or push notification.
The Push Notification and E-mail checkboxes are used to specify whether the notifications are sent to the user (on the mobile device) or the e-mail address associated with users/employees, respectively. Both checkboxes can be selected, specifying that notifications are sent to the user(s) and the specified e-mail addresses. The multi-select recipients lookup will display values based on the selected checkboxes. Either of the checkboxes must be selected. If the user unselects a checkbox, the system verifies if the other is selected and if not, the system selects it automatically.
Currently, the user substitution in the recipient’s field for push notification will work for the following table and column combination: All tables in the system can be used if user does not wish to substitute a recipient field for push notification.
R5EVENTS – evt_person (Work Order – Assigned To)
R5ACTSCHEDULES – acs_responsible (Work Order | Schedule Labor – Employee)
R5OBJECTS – OBJ_PERSON (Assets/Systems/Positions – Assigned To)
R5ASSETINVENTORYPARAMS – AIP_PERSON (Asset Inventory | Parameters – Assigned To)
R5ASSETINVENTORYPARAMS – AIP_USER (Asset Inventory | Parameters – Created By)
R5TRANSACTIONS – TRA_AUTH (Physical Inventory – Approved By)
R5TRANSACTIONS – TRA_PERS (Physical Inventory – Assigned To)
R5OPERATORCHECKLISTS – OCK_CREATEDBY (Operator Checklist – Created By)
R5OPERATORCHECKLISTS – OCK_PERFORMEDBY (Operator Checklist – Performed By)
R5OPERATORCHECKLISTS – OCK_CREATEDBY (Operator Checklist – Reviewed By)
R5DOCKRECEIPTS – DCK_RECEIVER (PO Receipt – Received By)
(User substitution involves mapping the column with the corresponding table on the e-mail notification screen. See E-mail notification setup on page )
In this example below, the push notification and e-mail checkboxes have been checked. Since the Push Notification checkbox is selected, the recipient lookup will show user ID’s. And since the E-mail checkbox is also selected, it will also show the e-mail address of the Employee/User ID. Hence, the values will be returned in the following combination: Employee;User ID;User E-mail.
See the Attaching Reports to E-mail Messenger functional brief.