Visma.net ERP
Notification templates (SM204003)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
You use this window to create and edit notification and email templates.
Notification
and email templates define the look and content of the emails to be sent to
employees or customer or supplier contacts.
You can insert place-holders or system
variables enclosed in double parentheses, such as
((CustomerFullName))—to use recipients' data to personalise
notification emails when they're sent.
Placeholders can be used in the email
template's body as well as in the email properties, such as
Subject, To,
CC, and BCC.
Any template that you want to use as a user welcome template must have four place-holders set up in the following order: ((Company)), ((Name)), ((Username)), and ((Password)). To see an example, view the User welcome notification template, which is the default template to welcome new users to Visma.net ERP.
You can include information from document detail lines in notifications by adding
a foreach loop to the body of the notification template in the HTML
format.
For instance: You can use the following construction for notifications about
sales forecasts:
<foreach view="Products”>
((Products.InventoryID)) - ((Products.Quantity)) - ((Products.CuryExtPrice)) <br>
</foreach>
Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
- White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
space: the result contains the words in any order,
%: the result contains the words in the specific order, and the % functions as a wildcard as well.
- Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
The top part
The top part of the window provides the following elements.
| Element | Description |
|---|---|
| Notification ID | The string that uniquely identifies the template. The system generates the identifier automatically based on the value in the Description field. |
| Description | Required. A description of the template. |
| From | The system email address from which emails generated for this template should be sent. |
| To | The email address of the user to receive the email, or a place-holder for the user's email address. |
| CC | The additional email addresses of persons to receive a copy of the email, or the place-holders for the email addresses of the recipients. |
| BCC | The additional email addresses of persons to receive a hidden copy of the email, or the place-holders of these persons' email addresses. |
| Subject | The subject of the notification, a place-holder that makes up the subject, or a combination of text and place-holders. |
| Window | Required. The window whose elements are used as the source of specific place-holders for this template. You click the magnifier icon in the field to display the site tree and then select the form by its name from the site tree. |
| Window ID |
A read-only field that displays the identifier of the window whose elements are used as the source of specific place-holders for this template. The system fills in the value in this field automatically after you select a value in the Window field. |
| Locale |
The locale that the system uses to apply region-specific settings to the text, dates, and digits in the body of the notification template and to retrieve translations of values needed to replace place-holders in the body according to the language associated with the locale. The field appears only if multiple system locales are configured in the System locales (SM200550) window. |
Message text area
You can create a message by using a WYSIWYG text editor with a text field and toolbar.
The toolbar of the text editor has formatting tools similar to the ones provided by
many popular text editors.
By using the editor, you can perform the following actions:
- Type the text of the email
- Change the font and size for selected text
- Copy, cut, and paste selected text
- Create a numbered or bulleted list
Related concepts
Related tasks
