Annotation notification templates

Such notifications are triggered when “notes” (annotations) are added to a company or person profile. Only authorized inhouse staff can do so:

Templates can contain "placeholders" that will be replaced with real data from the supplier, the job or the project. Templates can further contain conditional statements as described at the bottom.

Times are shown in the timezone of the platform owner. The timezone indicator is shown next to each date (e.g. "GMT+1")

Placeholders

Placeholder

Description

{{Event}}

A code for the event or change that is notified. For example: 'Company Note' or 'Person Note'

{{EventName}}

The title of the event being notified. This text is also placed in the email subject.

{{EventDetails}}

Additional details for the event. Currently unused. This field serves for future extensions.

{{NoteId}}

Internal sequential note ID (number)

{{OldNoteText}}

Old note text if found

{{NewNoteText}}

New note text

{{CompanyName}}

Company name which has a note has been added or changed

{{PersonName}}

Person name which has a note has been added or changed

{{Name}}

Name of a person or company which has new added note or has a note has been changed

{{SenderName}}

The first and last name of the sender. This field can be null if not provided.

{{SenderFirstName}}

The first name of the sender. Null if the sender is a company and not a specific person.

{{SenderLastName}}

The last name of the sender. Null if the sender is a company and not a specific person.

{{SenderCompany}}

The company name of the sender.

{{SenderEmail}}

The email of the sender.

{{SenderEmailUrl}}

The URL to use in hyper-links to send an email to the sender. It is the same as SenderEmail prefixed with 'mail-to:', e.g. mailto:john@dummy.com

{{SenderNameAndCompany}}

The sender first/last name together with the company name.

{{SenderNameInvAndCompany}}

The sender's reversed full name and company name (comma separated). The reversed full name prints the last name and then the first name.

{{SenderNameOrCompany}}

The sender first/last name if supplied, otherwise the sender company name.

{{SenderNameInvOrCompany}}

The sender last/first name if supplied, otherwise the sender company name.

{{SenderFirstNameOrFullNameOrCompany}}

Contains the sender first name. If no person specific assignment then returns the sender company contact name. If no contact name was supplied with the sender company record then it returns the company name.

{{DestinationAny}}

Boolean value. Indicates if this email contains an explicit destination. Value is false, if a notification refers to a client but the notification is not to be sent. This may concern any actions that are for internal purposes only.

{{DestinationName}}

The first and last name of the destination of the notification. This field can be null if not provided.

{{DestinationFirstName}}

The first name of the destination. Null if the destination is a company and not a specific person.

{{DestinationLastName}}

The last name of the destination. Null if the destination is a company and not a specific person.

{{DestinationCompany}}

The company name of the destination of the notification. This field can be null if not provided.

{{DestinationEmail}}

The email of the destination of the notification.

{{DestinationEmailUrl}}

The URL to use in hyper-links to send an email to the destination. It is the same as DestinationEmail prefixed with 'mail-to:', e.g. mailto:john@dummy.com

{{DestinationNameAndCompany}}

The destination first/last name together with the company name.

{{DestinationNameInvAndCompany}}

The destination's reversed full name and company name (comma separated). The reversed full name prints the last name and then the first name.

{{DestinationNameOrCompany}}

The destination first/last name if supplied, otherwise the destination company name.

{{DestinationNameInvOrCompany}}

The destination last/first name if supplied, otherwise the destination company name.

{{DestinationFirstNameOrFullNameOrCompany}}

Contains the destination first name. If no person specific assignment then returns the destination company contact name. If no contact name was supplied with the destination company record then it returns the company name.

{{DestinationLanguage}}

The preferred language of communication (language code) to use with the destination company. It can be set in the company's details page.

{{DestinationTitle}}

The title of the person to whom the email is sent.

 

Conditional statements

 

IF - ELSE - ENDIF

 

{% if JobStatusCode == 'InProgress' or JobStatusCode == 'Completed' %} In progress! {% else %} Not in progress! {% endif %}

 

CASE - WHEN - WHEN - ELSE - ENDCASE

 

{% case JobStatusCode %} {% when 'InProgress' %} In progress! {% when 'Cancelled' %}Cancelled! {% else %}Other status! {% endcase %}

 

 

 

 

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