Alert File Template Language Reference - Revision history

Jgreco at 16:32, 5 November 2021

2021-11-05T16:32:52Z

Jwolbert at 03:56, 21 June 2016

2016-06-21T03:56:56Z

Jwolbert at 15:28, 9 May 2016

2016-05-09T15:28:59Z

Jwolbert: /* Keywords */

2015-08-31T12:43:49Z

Keywords

Jwolbert at 12:39, 31 August 2015

2015-08-31T12:39:42Z

Lpickett at 14:58, 23 January 2015

2015-01-23T14:58:39Z

Lpickett at 14:57, 23 January 2015

2015-01-23T14:57:31Z

Mwinckler: Fix link to "Alerts that fill an excel template"

2014-10-01T15:12:30Z

Fix link to "Alerts that fill an excel template"

Tfusco: /* Supported Properties */

2014-02-11T18:33:08Z

Supported Properties

Mwinckler: Add link to sample Excel file

2013-06-24T18:33:14Z

Add link to sample Excel file

@@ Line 43: / Line 43: @@
 * <code>ItemValue=<property_name></code> outputs the value for the given property on the object.
 * <code>DateFormat=<a date format value></code> For dates, this option can be used to specify the format. All [http://msdn.microsoft.com/en-us/library/az4se3k1(v=vs.71).aspx standard] and [http://msdn.microsoft.com/en-us/library/8kb3ddd4(v=vs.71).aspx custom] .NET date formatters are supported, plus three special values:
-** DateTime: Displays a combination of short date and short time patterns, separated by a space
+** DateTime: Displays a combination of short date and short time patterns, separated by a space.
 ** DateOnly: Shows only a short date format without the time portion.
 ** TimeOnly: Shows only a short time format without the date portion.
@@ Line 198: / Line 198: @@
-* It seems the product filters may not be fully compatible with eachother.  For example, during testing a Record Alert, a filter was set on Medical Gases (Asset Category) on the Asset Criteria setting.  Then separate non-associated Asset Types were set under '''Advanced Asset Classification Filters'''.  As a result, no alerts were generated when conducting record saves for any of the product types involved.  When either of the filters were removed, then the alerts successfully fired.
+* It seems the product filters may not be fully compatible with each other.  For example, during testing a Record Alert, a filter was set on Medical Gases (Asset Category) on the Asset Criteria setting.  Then separate non-associated Asset Types were set under '''Advanced Asset Classification Filters'''.  As a result, no alerts were generated when conducting record saves for any of the product types involved.  When either of the filters were removed, then the alerts successfully fired.
 == Keywords ==

← Older revision		Revision as of 03:56, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=This feature works along with Email Alerts and allows for an Excel file to be generated based on record save.
		+	}}
	== Summary ==		== Summary ==

@@ Line 1: / Line 1: @@
 == Summary ==
-This feature allows for an Excel file to be e-mailed to a user upon record save. The template allows one to specify the action which causes the e-mail to be sent, as well as the contents of the Excel file. Using this feature will still respect other parameters of the alert, such as Asset Type. So, for example, and alert could be set up to send a user an Excel file of any Fill records which are saved for Medical Oxygen.
+This feature works along with Email Alerts and allows for an Excel file to be generated based on record save. The template allows one to specify the action which causes the file to be generated, as well as the contents of the Excel file.
 This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]
 == Set up and Configuration ==
@@ Line 189: / Line 193: @@
 == Known Limitations ==
 It seems the product filters may not be fully compatible with eachother.  For example, during testing a Record Alert, a filter was set on Medical Gases (Asset Category) on the Asset Criteria setting.  Then separate non-associated Asset Types were set under '''Advanced Asset Classification Filters'''.  As a result, no alerts were generated when conducting record saves for any of the product types involved.  When either of the filters were removed, then the alerts successfully fired.
 == Keywords ==

← Older revision		Revision as of 12:43, 31 August 2015
Line 186:		Line 186:

	\|}		\|}
		+
		+	== Known Limitations ==
		+
		+	It seems the product filters may not be fully compatible with eachother. For example, during testing a Record Alert, a filter was set on Medical Gases (Asset Category) on the Asset Criteria setting. Then separate non-associated Asset Types were set under '''Advanced Asset Classification Filters'''. As a result, no alerts were generated when conducting record saves for any of the product types involved. When either of the filters were removed, then the alerts successfully fired.

	== Keywords ==		== Keywords ==

@@ Line 1: / Line 1: @@
 This feature allows for an Excel file to be e-mailed to a user upon record save. The template allows one to specify the action which causes the e-mail to be sent, as well as the contents of the Excel file. Using this feature will still respect other parameters of the alert, such as Asset Type. So, for example, and alert could be set up to send a user an Excel file of any Fill records which are saved for Medical Oxygen.
 This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]
 Template tags are surrounded by braces <code>{}</code> and follow this pattern:
@@ Line 21: / Line 25: @@
 * <code>[Count]</code>, which will return the number of items in the collection rather than any one particular item.
-===== Tag Options =====
+=== Tag Options ===
 Each template tag can also accept certain formatting options in parentheses after the property name. For instance, to specify a particular value to display from a collection element, you can use the <code>ItemValue</code> option:
@@ Line 42: / Line 46: @@
 <code>{Record.UniqueAssets[Each](ItemValue=TypeName,MaxItemsPerPage=10)}</code>
-===== Supported Properties =====
+=== Supported Properties ===
 {| class="wikitable" border="1"
@@ Line 182: / Line 186: @@
 |}

← Older revision		Revision as of 14:58, 23 January 2015
Line 1:		Line 1:
−	This feature allows for an Excel file to be e-mailed to a user upon record save. The template allows one to specify the action which causes the e-mail to be sent, as well as the contents of the Excel file. Using this feature will still respect other parameters of the alert, such as Asset Type. So, for example, and alert could be set up to send a user an Excel file of any Fill ~~actions~~ which are saved for Medical Oxygen.	+	This feature allows for an Excel file to be e-mailed to a user upon record save. The template allows one to specify the action which causes the e-mail to be sent, as well as the contents of the Excel file. Using this feature will still respect other parameters of the alert, such as Asset Type. So, for example, and alert could be set up to send a user an Excel file of any Fill records which are saved for Medical Oxygen.

	This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]		This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]

← Older revision		Revision as of 14:57, 23 January 2015
Line 1:		Line 1:
		+	This feature allows for an Excel file to be e-mailed to a user upon record save. The template allows one to specify the action which causes the e-mail to be sent, as well as the contents of the Excel file. Using this feature will still respect other parameters of the alert, such as Asset Type. So, for example, and alert could be set up to send a user an Excel file of any Fill actions which are saved for Medical Oxygen.
		+
	This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]		This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]

← Older revision		Revision as of 15:12, 1 October 2014
Line 1:		Line 1:
−	This language reference applies to [[~~Key_Concepts~~#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]	+	This language reference applies to [[Alerts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]

	Template tags are surrounded by braces <code>{}</code> and follow this pattern:		Template tags are surrounded by braces <code>{}</code> and follow this pattern:

@@ Line 67: / Line 67: @@
 | ControlStr
 | <code>{Record.ControlStr}</code>
-| The control string associated with the record.
+| The control string associated with the record. Commonly called: Invoice Number, Ticket Number, Delivery Ticket#, Pick-Pack-Ship(PPS) number
 |-
 | Record

← Older revision		Revision as of 18:33, 24 June 2013
Line 1:		Line 1:
−	This language reference applies to [[Key_Concepts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates.	+	This language reference applies to [[Key_Concepts#Alerts_that_Fill_an_Excel_Template\|Excel templates used for Alerts]]; these are the tags and special syntax you can use within the Excel file templates. In addition to the reference presented on this page, you can also download a sample template file illustrating template tag usage:[[File:Example_template.xlsx]]

	Template tags are surrounded by braces <code>{}</code> and follow this pattern:		Template tags are surrounded by braces <code>{}</code> and follow this pattern: