Creating parameters for alerts

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."

To create parameters for alerts:

  1. Open the Alerts form.
  2. Create an alert. See Creating alerts on the Work Order Alerts or E-mail Alerts page, and then click Create Parameters.
    Note: You may also access this popup by clicking Create Parameter.
  3. Click Add Parameter.
  4. Parameter—Enter 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.
  5. Recipient—Select to include the recipient.
    Note: Recipient is not displayed when the Create Parameters popup is invoked from the Work Order Alerts page.
  6. Grid Field—Enter the grid column that represents the value you wish to substitute into the field.
  7. Value—Enter the hard-coded value to substitute into the field.
  8. Click Submit.
    Note: When you select Recipient, the system takes the resulting grid field value or hard-coded value and lookup to the Infor 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.