It is possible to customize the alert message text so that it so that it conveys business-related information for the intended recipient.
The alert message includes a list of predefined Keywords. When you select a Keyword it serves as a place holder for the actual value it represents. When the alert message is generated, the keyword is replaced by the real value.
The selection of available keywords is determined by the event type. For a table listing the full list of keywords sorted by event types refer to the Keywords Appendix Table.
Note: The automatic replacement of keywords by the relevant values depends on the exact spelling, syntax and brackets. You may select a keyword, or enter it as free text. You must, however, repeat the spelling of the keyword as it is written in the Keywords list. Please note that any changes to an inserted keyword (e.g. removing a space) will prevent the replacement..
To edit the default alert message:
- Click Edit on the Message step.
- In the Edit Subject & Message dialog box, select keyword(s) and click
. The keyword(s) are placed in the text box. You may insert keywords and/or enter custom text for the message Subject. - Edit the message body text as necessary. You may add keywords and/or custom text. To remove a keyword, simply delete it from the text. In the example above, [Event Date-Time] are keywords; - Time for Action is free text.
- Define your Locale-this is used to determine the date and time conventions that will be used in the message.
- You may include a link to a PPM view as part of the message. The link will go to a predefined view or page within the application (such as a specific tab within a form); with the item that is the subject of the event.
- In order to include such a link as part of the message, go to the relevant view or page in the application (with any item/portfolio and Data as of version specified) and select Obtain Page Address from the Collaborate menu.
- When returning to the Edit Subject & Message dialog box, paste the link into the message using one of the following options:
- Click
Paste Link & ScopeID. The email generated will contain a link to the selected view, with the item/portfolio that caused the event. If the event type is Item/Portfolio added to Portfolio, the view will show the portfolio to which the item was added. - Click
Paste Link & AddedItemID (this option is available only for Item/Portfolio added to Portfolio events). The email generated will contain a link to the selected view, with the item/portfolio that was added.
- Click
- If you want to revert to the default message, click Restore Defaults.
- Click OK to save your changes and return to the Message step.