E-mail Field Settings

The Fields page enables you to select the fields to display in an e-mail notification when the $FIELDS() tag is included in the selected e-mail template. For details on e-mail template tags, refer to E-mail Template Tags.

Note: The Fields page is only available when "Send E-mail" is selected from the Action list on the General page.

Field Settings for Notifications Based on Workflows

The following options are available on the Fields page for notifications based on workflows:
  • Privilege Section

    Filter the list of fields in the grid by selecting a privilege section from the list.

  • Inherit Parent Field Selections

    Select this check box to inherit from the parent workflow the list of fields that will appear in the e-mail notification. For notifications in sub-workflows, clear this check box to include a specific set of fields in the e-mail notification. When you modify field selections in a sub-workflow, inheritance is automatically broken. When you select this check box for notifications in parent workflows, all field check boxes are cleared, but you can add fields as needed.

  • Workflow Name

    Select the workflow that pertains to the notification.

  • Search

    Search for fields by name. Searches are case-insensitive.

  • Fields List
    Lists the fields, by section, available for the workflow upon which the notification's rule is based. Select the fields that should appear in the e-mail generated by the notification.
    Note: Users receiving the notification must have privileges to view the fields. If they do not, the fields appear as asterisks in the e-mail message.

Field Settings for Notifications Based on Auxiliary Items

The following options are available on the Fields page for notifications based on auxiliary items:
  • Privilege Section

    Filter the list of fields in the grid by selecting a privilege section from the list.

  • Search

    Search for fields by name. Searches are case-insensitive.

  • Fields List
    Lists the fields, by section, available for the table upon which the notification's rule is based. Select the fields that should appear in the e-mail generated by the notification.
    Note: Users receiving the notification must have privileges to view the fields. If they do not, the fields appear as asterisks in the e-mail message.