Create sending e-mail rule when generating a demand

Allows you to set up e-mails to receive demand alerts. By doing this, every time a demand is planned, an e-mail will automatically be sent to the addresses configured in the rule.

Instructions

1. Go to Settings > Supplies

2. Locate the Email rules option

3. Click on the Open button

4. Click the ✚ button in the top right corner

5. Enter the name of the rule

6. Click Add and select the desired category of members, whether customers or units

7. Select the customers or units that will be linked to the rule in the side tab

8. Click the Add button to add the members and remain on the add screen or the Add and Close button to add the members and return to the register

When you add a member of the Units category, all the demands generated for the printers present in subunits that are covered by the selected unit will send the e-mail.

For example, by adding the Colors unit member to the rule, the demands generated at the printers in the Yellow, Red and Green subunits will also trigger the email at the time of generation.

9. Enter the subject of the email, i.e. its title

10. Add the variables you want to add to the body of the email and customize as desired

The variables allow you to send printer data, customer data, the last valid data for the selected meter and demand data in the body of the email.

Select the option you want in each item and then click Add next to it to set up the email in the Email result.

If you wish, you can insert custom texts between the items added in the Email result field, structuring the body of the email according to your needs.

11. Enter the recipients of the email, separating them with a semicolon

12. Select the time zone and default region of the data to be presented in the email

13. Check the End demand after sending option if you want the demand to be automatically closed when the email is sent

14. Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

For each open demand, an e-mail with the respective configured information will be sent.

If the same printer is registered in the same rule more than once, being present in both a customer and a unit, for example, the email will only be sent once. This filter is per rule, meaning that if the printer is present in other rules, emails will be sent as normal, but they will not be duplicated for the same rule.

To edit or delete a rule, go to Edit or delete records.

Add or remove members from the created rule

1. Click on the rule name to open its properties

2. Click on the Members tab

To add members to the rule, follow the steps below:

1. Click the Add button in the top right corner and select the desired category of members, whether customers or units

2. Select the customers or units that will be linked to the rule in the side tab

3. Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the grid

To remove members from the rule, follow the steps below:

1. Select the desired members

2. Click the 🗑 button in the top right corner

3. Click the Confirm button in the message box to confirm the removal

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