By using this web site, you agree to all terms and conditions for acceptable use.

ServiceLedger KnowledgeBase Knowledgebase Home Page > ServiceLedger > Technical | Contact Us

Search the Knowledge Base Browse by Category

ServiceLedger provides this content as-is for self help support purposes. ServiceLedger assumes no liability for any steps you take based on the directions in our knowledge base, and assumes that you have the knowledge to determine whether a given step is appropriate for your situation. Certain solutions can affect third-party software that ServiceLedger relies on or integrates with; it is your responsibility to consult with the documentation or publishers of such third-party software to understand whether any changes suggested here will have negative effects on other applications.


(T0308) How to I adjust the text that appears when I send / email a work order as text to the technician?

Would you like to...

Print this page
Email this to a friend

You can control what text appears when you send a work order to one of your technicians as text. To change this text, adjust the values of the following two company options / global preferences:

  • work_order.print_text_query
  • work_order.print_text_template

The first option controls what values are available to be sent. Unless you are familiar with T-SQL, you generally should not modify this option. By default, the following fields are provided by this query:

  • time_range
  • end_date_time
  • site_name
  • site_contact_name
  • site_address_1
  • site_address_2
  • site_address_3
  • site_city
  • site_state_province_id
  • site_postal
  • site_country
  • site_phone_1
  • site_phone_2
  • type_number
  • status_number
  • priority_number
  • payment_method_number
  • skill_number
  • request

The second option controls the information that is actually sent. This can be a combination of text that is the same every time and values that change depending on which work order scheduled is being sent. Plain text simply appears as written, and fields are inserted in the same manner as is used in text templates (i.e. <%=field_name%> is replaced with the value of field_name). The following information is sent by default:

<%=time_range%>

:condense(<%=site_name%>
<%=site_contact_name%>
<%=site_address_1%>
<%=site_address_2%>
<%=site_address_3%>
<%=site_city%>, <%=site_state_province_id%> <%=site_postal%>
<%=site_country%>
<%=site_phone_1%>
<%=site_phone_2%>)

:condense(<%=type_number%>
<%=status_number%>
<%=priority_number%>
<%=payment_method_number%>
<%=skill_number%>)

<%=request%>

In the above text, every instance of <%=...%> is replaced by one of the fields from the above query. The :condense() function takes the lines between the paretheses and removes any that are blank.

 

Because these options are advanced in nature and require technical knowledge that is not generally available to our support staff, ServiceLedger does not provide assistance with changing these options beyond the information available in this KB article.

If you would like to adjust the text that is sent and are not comfortable adjusting the above options yourself, please contact our sales team for a custom services quote.


Related Questions:

Attachments:

No attachments were found.


ServiceLedger KnowledgeBase Copyright © 2020 support.serviceledger.com
Powered by AcitveKB Knowledgebase Software