Edit Notifications

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You will see this page when you create or modify a notification for:

  • Tasks and Projects

  • Asset Management

  • Reminders

  • Password Services

The process of creating a notification is exactly the same for all notification types, with the only difference being the notification content.

Make sure to click OK/Apply to save any changes you make.

This page has four tabs. Click on a tab for more information about that tab:

You may also click here for a full list of tags available for email, SMS, and SR notifications.

General

On the General tab, you give your notification a name and choose the notification method.

There are three notification methods, and you can choose any or all of them for each notification you create. Each notification method corresponds to a tab on this page. For example, if you check the Send SMS box, SysAid will send the SMS you compose on the "Text message details" tab.

ReoccurringNotificationEditfilesGeneraltabnotificationeditGeneraltabnotificationedit.jpg

Mail details

This tab allows you to configure the email notification to be sent.

In order to send email notifications, you must have first configured email integration under Settings > Integration > Email. Your desired recipients also must have valid email addresses registered in SysAid.

Email notification for Unknown Software Installed event
ReoccurringNotificationEditfilesE-mailnotificationE-mailnotification.jpg

Mail Recipients To select the email recipients:

  1. Click on the Browse button to open a list of users.

  2. Use the search box and the filters to find the desired mail recipients.

  3. Click the tickbox next to each user who you would like to receive the email.

  4. Click Select. The users you've chosen will now appear as the mail recipients.

Mail Subject This is the subject of the email. You may use tags.
Mail Body This is the body of the email. You may use tags.
Please see below for a full list of tags you may use in emails.

Text message details

This tab allows you to configure the SMS notification to be sent.

In order to send SMS notifications, you must have first configured SMS integration under Settings > Integration > Text message. Your desired recipients also must have valid text message numbers registered in SysAid.

SMS notification for Unknown Software Installed event
ReoccurringNotificationEditfilesSMSnotificationSMSnotification.jpg

SMS Recipients To select the SMS recipients:

  1. Click on the Browse button to open a list of users.

  2. Use the search box and the filters to find the desired SMS recipients.

  3. Click the check box next to each user who you would like to receive the SMS.

  4. Click Select. The users you've chosen will now appear as the SMS recipients.

SMS Subject
This is the subject of the SMS. You may use tags.

SMS Body
This is the body of the SMS. You may use tags.
Please see below for a full list of tags you may use in SMSes.

SR details

Whenever this notification is triggered, it will open a new service record. This tab allows you to configure the service record which will be opened.

SR notification for Software Support Agreement Expiration
ReoccurringNotificationEditfilesSRnotificationSRnotification.jpg

The service record created by the notification matches exactly what you configure here. Please consult the help page for the SR form if you would like an explanation of each field here located here.

The title and description fields support tags. Please see below for a full list of tags you may use when creating service records.

Tags

In the table below, you can see the various tags available for SysAid notifications (both email and SMS).

Tag ID

Description

Unknown Software Installed Notification Tags

$unusedSoftware_SoftwareName

Name of the unknown software

$unusedSoftware_NotificationName

The name of the notification that's been sent

$unusedSoftware_AssetName

The name of the asset that triggered the notification

$unusedSoftware_AssetMacAddress

The Mac address of the asset that triggered the notification

$unusedSoftware_AssetIpAddress

The IP address of the asset that triggered the notification

$unusedSoftware_AssetOSInf

The operating system of the asset that triggered the notification

$unusedSoftware_AssetType

The type of the asset that triggered the notification

$unusedSoftware_AssetCatalogNum

The catalog number of the asset that triggered the notification

$unusedSoftware_AssetDescription

The description of the asset that triggered the notification

$unusedSoftware_AssetDepartment

The department of the asset that triggered the notification

$unusedSoftware_AssetFloor

The floor on which the asset is located

$unusedSoftware_AssetGroup

The group of the asset that triggered the notification

$unusedSoftware_AssetSystemModel

The model of the asset that triggered the notification

$unusedSoftware_AssetSystemManufacturer

The manufacturer of the asset that triggered the notification

$unusedSoftware_AssetUsersName

Names of the users registered on the asset

$unusedSoftware_AssetOwner

Owner of the asset that triggered the notification

License Exceeded Notification Tags

$exceedLicense_ProductName

Name of the software product that triggered the notification

$exceedLicense_NotificationName

The name of the notification that's been sent

$exceedLicense_ProductVersion

The version of the software product

$exceedLicense_ProductVendor

The vendor for the software product

$exceedLicense_ProductNumLicenses

The number of licenses you own of the software product that triggered the notification

$exceedLicense_ProductNumInstalled

The number of installed copies of the software product that triggered the notification

$exceedLicense_ProductNotes

Notes about the software product that triggered the notification

$exceedLicense_ProductCompany

The company the software product belongs to

$SrSubType (only  in SR)

This is the sub type of the service record that the notification creates

Reminder Notifications Tags

$entity

The type of SysAid entity that triggered the notification, e.g. asset, SR, task, etc.

$entityInstance

The name of the item that triggered the notification

$dateField

The name of the date field upon which the notification is based (e.g. Last Maintenance)

$dateValue

The value of the date field upon which the notification is based (e.g. 2011-06-22)

$assetCompany

The company of the asset that triggered the notification (assets only)

${asset}

For reminders based upon assets, this allows you to poll any field on the asset, except for list fields. Note that you must use a special syntax with this tag: ${asset.getXXXX()}. Replace getXXXX() with any any get method found in the computer table. Example to retrieve asset model: ${asset.getSystemModel()}. Note that this will not work for list fields

$SrSubType (only  in SR)

This is the sub type of the service record that the notification creates

Task & Project Notifications Tags

$title

Title of the task that triggered the notification

$notificationName

The name of the notification that's been sent

$category

Category of the task that triggered the notification

$status

Status of the task that triggered the notification

$startTime

Start time of the task that triggered the notification

$endTime

End time of the task that triggered the notification

$estimation

Estimated number of hours it will take to complete the task that triggered the notification

$progress

Progress towards completion of the task that triggered the notification

$description

Description of the task that triggered the notification

$notes

Notes about the task that triggered the notification

$OrganizationName

The name of your organization as it's entered under Settings > Customize > Account Defaults

$ProjectId

The ID number of the parent project for the task

$project

The name of the parent project for the task

$special_project_text

This is the notification title inserted when you send the notification from Tools > Tasks and Projects > Projects > Notification (tab)

$users

A list of users responsible for the task

$activities

Adds the activities table for the task

$SrSubType (only  in SR)

This is the sub type of the service record that the notification creates

Password Services Notifications Tags

$firstName

The first name of the user whose password was reset or whose account was unlocked

$lastName

The last name of the user whose password was reset or whose account was unlocked

$UserName

The username of the user whose password was reset or whose account was unlocked

$ActionTime

The date and time at which the user's password was reset or account was unlocked

$TemporaryExpires

If a reset password is performed and the reset password method is SMS or email, this shows the number of minutes the temporary password is valid for before it expires

$NewPassword

If a reset password is performed and the reset password method is SMS or email, this shows the temporary password that was sent to the end user

$SrSubType (only  in SR)

This is the sub type of the service record that the notification creates