Added: Auto Notify Email for All Equipment to Single Person
With this new feature, users now can schedule an auto email to a single person or several people that lists all Equipment due for Calibration or Maintenance. Unlike existing Auto Notification Emails, the people these new emails are sent to do not need to have a defined relationship to the Equipment (e.g., Custodian, Department Managers, Owner, Technician, etc.).
These two auto emails, one for Calibration and one for Maintenance, are present as records in the Auto Notifications grid with the Event names of DueCal_All and DueMaint_All.
Note that since these new emails were added as records, any user comfortable with Structured Query Language (or SQL) should be able to craft additional auto email notifications that more specifically meet their needs.
Since both the DueCal_All and DueMaint_All Auto Notification Emails are virtually identical, let’s look at just the DueCal version for now.
The fields in the Notification tab are completed just like any other Auto Notification Email.
Within the SQL tab, only the second field requires modification to identify the recipients of the email. To properly identify each recipient two columns are required with the names of DisplayName and EmailAddress. Any valid SQL statement that gives you these two columns with valid values should work. In this example, we’re using a reference to the Person table within Calibration Control. Therefore, the recipients must be present within the Person table.
Note that our WHERE clause of our SQL statement is filtering for the PersonId. You can copy this value from the ID field of the All People grid.
Once we have our Recipients identified, we can view the results in the Table Previews tab. And by double-clicking on the Recipient record we can see a list of the Equipment that will be included in the email.
To see the actual email, click on the [Send All Message(s)] button at the bottom of the dialog.
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