Edit Notifications
    • 03 Feb 2025
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    Edit Notifications

    • PDF

    Article summary

    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