Edit Notifications
  • 07 Jun 2022
  • 5 Minutes to read
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Edit Notifications

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    Light
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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
Tags Available For Unknown Software Installed Notification
$unusedSoftware_SoftwareNameName of the unknown software
$unusedSoftware_NotificationNameThe name of the notification that's been sent
$unusedSoftware_AssetNameThe name of the asset that triggered the notification
$unusedSoftware_AssetMacAddressThe Mac address of the asset that triggered the notification
$unusedSoftware_AssetIpAddressThe IP address of the asset that triggered the notification
$unusedSoftware_AssetOSInfThe operating system of the asset that triggered the notification
$unusedSoftware_AssetTypeThe type of the asset that triggered the notification
$unusedSoftware_AssetCatalogNumThe catalog number of the asset that triggered the notification
$unusedSoftware_AssetDescriptionThe description of the asset that triggered the notification
$unusedSoftware_AssetDepartmentThe department of the asset that triggered the notification
$unusedSoftware_AssetFloorThe floor on which the asset is located
$unusedSoftware_AssetGroupThe group of the asset that triggered the notification
$unusedSoftware_AssetSystemModelThe model of the asset that triggered the notification
$unusedSoftware_AssetSystemManufacturerThe manufacturer of the asset that triggered the notification
$unusedSoftware_AssetUsersNameNames of the users registered on the asset
$unusedSoftware_AssetOwnerOwner of the asset that triggered the notification
Tags Available For License Exceeded Notification
$exceedLicense_ProductNameName of the software product that triggered the notification
$exceedLicense_NotificationNameThe name of the notification that's been sent
$exceedLicense_ProductVersionThe version of the software product
$exceedLicense_ProductVendorThe vendor for the software product
$exceedLicense_ProductNumLicensesThe number of licenses you own of the software product that triggered the notification
$exceedLicense_ProductNumInstalledThe number of installed copies of the software product that triggered the notification
$exceedLicense_ProductNotesNotes about the software product that triggered the notification
$exceedLicense_ProductCompanyThe company the software product belongs to
$SrSubType (only  in SR)This is the sub type of the service record that the notification creates
Tags Available For Reminder Notifications
$entityThe type of SysAid entity that triggered the notification, e.g. asset, SR, task, etc.
$entityInstanceThe name of the item that triggered the notification
$dateFieldThe name of the date field upon which the notification is based (e.g. Last Maintenance)
$dateValueThe value of the date field upon which the notification is based (e.g. 2011-06-22)
$assetCompanyThe 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
Tags Available For Task & Project Notifications
$titleTitle of the task that triggered the notification
$notificationNameThe name of the notification that's been sent
$categoryCategory of the task that triggered the notification
$statusStatus of the task that triggered the notification
$startTimeStart time of the task that triggered the notification
$endTimeEnd time of the task that triggered the notification
$estimationEstimated number of hours it will take to complete the task that triggered the notification
$progressProgress towards completion of the task that triggered the notification
$descriptionDescription of the task that triggered the notification
$notesNotes about the task that triggered the notification
$OrganizationNameThe name of your organization as it's entered under Settings > Customize > Account Defaults
$ProjectIdThe ID number of the parent project for the task
$projectThe name of the parent project for the task
$special_project_textThis is the notification title inserted when you send the notification from Tools > Tasks and Projects > Projects > Notification (tab)
$usersA list of users responsible for the task
$activitiesAdds the activities table for the task
$SrSubType (only  in SR)This is the sub type of the service record that the notification creates
Tags Available For Password Services Notifications
$firstNameThe first name of the user whose password was reset or whose account was unlocked
$lastNameThe last name of the user whose password was reset or whose account was unlocked
$UserNameThe username of the user whose password was reset or whose account was unlocked
$ActionTimeThe date and time at which the user's password was reset or account was unlocked
$TemporaryExpiresIf 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
$NewPasswordIf 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

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