FSM Notification Email Definition Reference

This reference describes the standard notification email definitions, their properties, and their message associations.

This topic includes the following sections:

• Case Service Report Email

• CRM Task Service Report Email

• Project Task Service Report Email

• FSM Mobile Login Email

• Email Definition Properties

• Associating Messages with Records

Case Service Report Email

The following table describes the standard behavior of notification.caseEmail.servicereport.

Setting	Standard Behavior
Author	Employee assigned to the case.
Recipients	Email address on the case.
Email template	templates/casereport.html
Email-body data	Case record under case, and subsidiary record when the Subsidiaries feature is enabled.
Message association	Case and its contact, where supplied.
Attachment	Case service report PDF.

CRM Task Service Report Email

The following table describes the standard behavior of notification.taskEmail.servicereport.

Setting	Standard Behavior
Author	Task assignee.
Recipients	Email address on the linked case. If the task has no linked case, the customer search uses the primary contact's email address, falling back to the customer's email address.
Email template	templates/taskreport.html
Email-body data	Task record under task, and subsidiary record when the Subsidiaries feature is enabled.
Message association	Linked case and the contact found on that case, where supplied.
Attachment	CRM Task service report PDF.

The customer recipient search is used only when there is no linked case. An empty case email address doesn't itself cause the customer search to be used.

Project Task Service Report Email

The following table describes the standard behavior of notification.projectTaskEmail.servicereport.

Setting	Standard Behavior
Author	First resource returned by the project task assignment search.
Recipients	Primary contact's email address on the linked project.
Email template	templates/projecttaskreport.html
Email-body data	Project task under projecttask, project under project, and subsidiary record when the Subsidiaries feature is enabled.
Message association	Linked project.
Attachment	Project task service report PDF.

The first project task resource returned is not necessarily a designated lead resource.

FSM Mobile Login Email

The following table describes the standard behavior of notification.employeeEmail.mobilelogin.

Setting	Standard Behavior
Author	The standard definition supplies no explicit author. The sending process uses the current execution user's ID.
Recipients	Employee's email address.
Email template	templates/mobilelogin.html
Email-body data	Employee under employee, FSM Mobile link under mobile, and subsidiary record when the Subsidiaries feature is enabled.
Message association	Employee.
Attachments	None supplied in the standard definition.

This template reference is relative to the FSM script folder in the File Cabinet. For a custom template stored elsewhere, use its full File Cabinet path.

Email Definition Properties

The following table describes properties for each named email, such as notification.taskEmail.servicereport.

Template tags can supply values within email definitions. Their resolved values must have the type and structure accepted by the property. For information about syntax and evaluation details, see FSM Expressions and Template Tags. The notification service renders these definitions, which differ from FSM Mobile element expressions.

Property	Resolved Value	Standard Value or Fallback	Effect
author	Employee internal ID.	Record-specific standard definition. If the resolved author is not supplied or evaluates as false, the send function uses the current execution user's ID.	Sets the sender.
recipients	Recipient address or collection accepted by NetSuite email sending.	Record-specific standard definition. The renderer's empty-array fallback supplies no recipients.	Sets the primary recipients.
cc	Email address or collection of addresses.	Not supplied in the standard definitions.	Sets carbon-copy recipients.
bcc	Email address or collection of addresses.	Not supplied in the standard definitions.	Sets blind-copy recipients.
reply	Email address string.	Not supplied in the standard definitions.	Sets the reply-to address.
subject	String.	If omitted or empty, the rendered email body's <title> supplies the subject, with whitespace normalized.	Sets the message subject.
body	Object containing template and named template data.	Record-specific standard definition.	Defines the HTML message body.
attachments	Collection of files or report definitions that resolves to an attachment array.	Service report PDF for the three service email definitions. No attachment for the FSM Mobile login email.	Attaches files to the message.
records	Object containing message-association properties.	Record-specific standard definition.	Associates the sent message with NetSuite records.
bounce	Boolean value.	true when omitted from the resolved definition.	Requests bounceback notifications to the sender.
internal	Boolean value.	false in the configuration schema. No explicit value in the standard email definitions.	When true, marks the message as internal so it is not visible in the Customer Center.

internal: true controls Message visibility. It doesn't prevent email delivery to an external recipient.

A notification needs a valid sender, at least one valid recipient, and permissions for the execution role to send. The author fallback doesn't select a designated business sender.

Associating Messages with Records

records associates the sent message with NetSuite records. It doesn't load template data, choose recipients, or attach record files to the email. The table describes the properties for associating messages with records.

Property	Value	Purpose
transaction	Internal ID.	Associates the message with a transaction or opportunity.
activity	Internal ID.	Associates the message with a case or campaign.
entity	Internal ID.	Associates the message with an entity, such as a contact, customer, project, or employee.
recordtype	Custom record type identifier.	Identifies the custom record type. Use with record.
record	Custom record internal ID.	Identifies the custom record instance. Use with recordtype.

Don't assume that setting activity to a CRM task or project task ID provides a task message association. The standard task email associates its message with the linked case and contact. The standard project task email associates its message with the project.

If an association is not required, omit it when creating an email definition. For an inherited association, remove the relevant property using the configuration merge rules.

Additional Information

• FSM Service Report Configuration
• FSM Expressions and Template Tags
• FSM Employee Record
• FSM Notification Record

Related Topics

• FSM Notification Configuration
• Configuring FSM Notification Rules and Processing
• Customizing FSM Notification Emails

General Notices