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Use Smart Text tags in email templates

You can use Smart Text Tags as placeholders in templates. When an email is sent, the Smart Text tags are replaced with data from a specific source. For example, Operation Name is a smart text field that looks like this when you are editing an email template: %Operation%. When viewed in the Production client application, the smart text tag is replaced with the actual operation name such as Stencil Printer, for example.

Here is an example of an email template created using Smart Text tags:

The following production batch requires your immediate approval:


Batch/Job Number: <$BatchName$>
Related Work Order: <$OrderName$>

Customer: <$Customer$>
Assembly: <$AssemblyName$>
Description: <$AssemblyDescription$>
Assembly Revision: <$AssemblyRevision$>
Process Revision: <$ProcessRevision$>
Process Description: <$ProcessDescription$>

Review trigger date and time:


<$SystemDate$> - <$SystemTime$>

Thank you,


<$UserName$>
<$WorkstationName$>


The following table describes the available Smart Text tags you can use in email templates. For information about creating email templates with Smart Text tags, see Create an email template.

Menu command

Smart Text tag

Maps to:

Approval Point Comment

<$ApprovalPointComment$>

A comment used in an approval email.

See Approvals and sign-off.

Approval Point Name

<$ApprovalPointName$>

A defined approval point name in an approval process.

See Approvals and sign-off.

Approval Point Type

<$ApprovalPointType$>

A defined approval point type.

See Approvals and sign-off.

Area Name

<$AreaName$>

A defined area in a factory.

See Create a factory and set up factory resources.

Assembly Name

<$AssemblyAssociatedToProject$>

The name specified for an assembly when it was created in a project.

Assembly Description

<$AssemblyDescription$>

The (optional) description specified for an assembly when it was created.

See Create, modify, search, duplicate, or delete an assembly.

Assembly ID(s)

<$AssemblyIds$>

The ID specified for an assembly when it was created.

Assembly Name

<$AssemblyName$>

The name specified for an assembly when it was created.

See Create, modify, search, duplicate, or delete an assembly.

Assembly Name and Revision

<$AssemblyNameAndRevision$>

The name and revision level specified for an assembly when it was created.

See Create, modify, search, duplicate, or delete an assembly.

Assembly Revision

<$AssemblyRevision$>

The revision level specified for an assembly when it was created.

See Create, modify, search, duplicate, or delete an assembly.

Assembly RoHS

<$AssemblyRoHS$>

Specifies that an assembly is compliant with the Restriction of Hazardous Substances (RoHS) standard. 

Assigned Parts

<$Assigned_Parts$>

The parts assigned to an assembly or product.

Assigned References

<$Assigned_References$>

The list of reference designators assigned to the current operation (if applicable).

Barcode

<$Barcode$>

The barcode associated with a product or assembly.

Batch Name

<$BatchName$>

The name of a batch.

BOM Name

<$BOMName$>

The name of a BOM file associated with a product or assembly.

Change Notice Name

<$ChangeNoticeName$>

The name/title of a change notice.

Computer Name

<$ComputerName$>

The name of a computer/workstation.

Customer

<$Customer$>

The name of a customer from the Customer Library. See Customer Library.

ECAD ID

<$ECAD_ID$>

The ID of an ECAD file.

ECAD Name

<$ECAD_Name$>

The name of an ECAD file.

Expired Materials

<$ExpiredMaterialsTag$>

Used in an expired material alarm triggered email, returns a comma-separated list of expired UIDs.

Factory Name

<$FactoryName$>

The name of a factory. See Create a factory and set up factory resources.

Inspection Code

<$Inspection_Code$>

The inspection code associated with a possible defect or other problem found by inspectors or automated inspection equipment during manufacturing.

See Create and manage inspection codes.

Internal Part Number

<$InternalPartNumber$>

An Internal Part Number (IPN).

Item Type Name

<$ItemTypeName$>

Item type is used by 3rd party systems to determine the type of item being updated or detailed in the email:

  • Assembly Revision

  • Production Process

  • Receiving Process

  • Batch/GRN

  • Product UID

  • Materials

  • Machine Performance Data

Line Name

<$LineName$>

The name of a factory line.

Lot

<$Lot$>

The lot to which a batch belongs.

See Log into Production and start work on a batch.

NCR Action Plan Name

<$NCRActionPlan_Name$>

The action plan associated with a non-conformance.

See Action plans.

NCR Action Plan Status

<$NCRActionPlan_Status$>

The status of an action plan associated with a non-conformance.

See Action plan structure and life cycle.

NCR Task Due Date

<$NCRTask_DueDate$>

The due date of a task associated with a non-conformance.

See Manage an existing non-conformance.

NCR Task Instruction

<$NCRTask_Instruction$>

The name of a task instruction associated with a non-conformance.

See Manage an existing non-conformance.

NCR Task Status

<$NCRTask_Status$>

The status of a task associated with a non-conformance.

See Manage an existing non-conformance.

Non-Conformance Date Created

<$Non-ConformanceDateCreated$>

The date a non-conformance was created.

See Manage an existing non-conformance.

Non-Conformance Disposition Decision

<$Non-ConformanceDispositionDecision$>

The disposition decision associated with a non-conformance.

See Manage an existing non-conformance.

Non-Conformance Number

<$Non-ConformanceNumber$>

The record number (NCR#) associated with a non-conformance.

See Manage an existing non-conformance.

Non-Conformance Originator

<$Non-ConformanceOriginator$>

The individual who initially reported a non-conformance.

See Manage an existing non-conformance.

Non-Conformance Status

<$Non-ConformanceStatus$>

The current status of a non-conformance defined in the Production client application.

See Manage an existing non-conformance.

Non-Conformance Title

<$Non-ConformanceTitle$>

The title of a non-conformance.

See Manage an existing non-conformance.

Operation Group Name

<$OperationGroupName$>

The name of an operation group in a process definition.

Operation Name

<$OperationName$>

The name of an operation in a process definition.

Operator Feedback Note

<$OperatorFeedbackNote$>

Operator feedback notes.

Order Name

<$OrderName$>

The name of an order.

Process Activity Name

<$ProcessActivityName$>

The name of an activity in a process definition.

Process Description

<$ProcessDescription$>

The description associated with a process definition.

Process Flow Name

<$ProcessFlowName$>

The name of a process definition.

Process Revision

<$ProcessRevision$>

The revision level of a process.

Process Revision Creator

<$ProcessRevisionCreator>

The person who created a process revision level.

Process Step Name

<$ProcessStepName$>

The name of a step in a process definition.

Project Name

<$ProjectName$>

The name of a FactoryLogix project created in the NPI client application. 

System Date

<$SystemDate$>

The system date.

System Time

<$SystemTime$>

The system time.

Task Duration

<$TaskDuration$>

The anticipated amount of time required to complete the task.

See Create a task flow template.

Task Name

<$TaskName$>

The name of a task.

See Create a task flow template.

Task Required

<$TaskRequired$>

Specifies a task that is required in the flow.

See Create a task flow template.

Task Scheduled End Date

<$TaskScheduledEndDate$>

The date a task is scheduled to end.

See Create a task flow template.

Task Scheduled Start Date

<$TaskScheduledStartDate$>

The date a task is scheduled to start.

See Create a task flow template.

User Name

<$UserName$>

The name of a user associated with a task.

Workstation Name

<$WorkstationName$>

The name of a workstation.

See Create a factory and set up factory resources.

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