To set up an alert e-mail template, first you create a template and then you open the e-mail editor to set up the predefined contents of e-mail messages that are based on the template.
The predefined contents consist of merge data and links that can be inserted in the template.
The merge data is a set of data that provides details on the alert in the e-mail message, and the links provide the user with three different methods to link to Microsoft Dynamics AX from the e-mail message and view information on the alert.
The procedures for setting up a template based on HTML and XSLT are described separately. Also, the merge data and the link types applied with the two methods are slightly different.
Links
types
In your e-mail template you can apply three types of links to Microsoft Dynamics AX. The syntax of the links is slightly different, depending on whether you work with HTML or XSLT.
|
HTML |
XSLT |
Clicking these links in the e-mail message, the user can do the following: |
|---|---|---|
|
Dynamics://%LinkToBusinessData% |
alert/LinkToBusinessData |
Drill down to the alert origin; that is, the business data that caused the alert. This is also the location where the alert rule is set up. |
|
Dynamics://%LinkToAlertRule% |
alert/LinkToAlertRule |
Open the form to view the alert rule that caused the alert. |
|
Dynamics://%LinkToAlert% |
alert/LinkToAlert |
Open the form to view the alert. |
Merge-data
overview
The following merge-data elements can be added in the e-mail template. The merge-data elements can be used to inform the user about various aspects of the alert.
Insert the merge data-element you want, depending on what information you want to have displayed in e-mail messages based on the template.
|
HTML merge-data element |
XSLT merge-data element |
Information displayed in e-mail message |
|---|---|---|
|
%subject% |
alert/subject |
The subject defined by the owner of the alert rule. |
|
%message% |
alert/message |
The message written by the owner of the alert rule. |
|
%event% |
alert/event |
The event that happened. |
|
%occurred% |
alert/occurred |
The date where the event occurred. |
|
%for% |
alert/for |
The record where the event was observed. |
|
%data% |
alert/data |
Detailed information. |
|
%company% |
alert/company |
The company where the event happened. |
