How to Add Custom WO Email Responses

Path: Admin > E-Mail Settings

Adding a custom message to any of the templates follows the same general procedure. The differences are reflected in the Keyword choices available for the templates.

Keyword tags are used to insert information that relates to the actual record. When WebTMA sends the message, the tags are replaced in the actual e-mail with the information they represent. For example, the Service Request# tag is replaced by the actual request number. You can use any combination of tags more than once. See WO Email Key Word Definitions to review the variables for work orders and Request Log Email Key Word Definitions for requests.

In Edit mode, each template includes Cut, Copy, and Paste icons for use in both the Subject and Body sections of the message.

In Add or Edit mode:

1. Start typing your message in the Subject field.
2. Click the Keyword field down arrow and select a variable when needed.
3. Click the Insert Keyword button to add the variable.
4. Follow the same process for the Body field.
5. Click Save on the WebTMA toolbar.

NOTE: Some keyword quirks are similar to MS Word. If you enter a variable at the beginning of a line and later try to add text in front of it, all text is underlined and the Keyword is "broken." Similar behavior can occur when inserting keywords in existing text lines. Deleting the offending line and saving, gives you a fresh start.