Overview

Use the steps below to take the notes that have been captured by an equipment operator and e-mail or text them using a template. In this example we will show how to build out the email template for the custom command notes however, the same steps listed below can be used to email equipment status or scrap notes as well. To do that just change the variable used in the email template from the custom command note variable to the notes that need to be displayed. 

E-mail notes left by an operator

1. First, select the DataXchange tab and press on the Email button.

2. Add or Modify an existing email template.

3. Select the users that you would like to have this email template send to when in use.

4. Create the information you would like to display when this email template is being used. In this case we want to display the current notes for the Custom Command option.  The variable is shown below.  The other options for emailed notes can be found under the Data Listener button.

5. Now save the e-mail template and select it when using the expression to send the Custom Command notes. 

6. Navigate to the expressions button from the DataXchange tab.

7. Select the assign expressions tab.

8. Now from the list on the left select the expression from the group called email.  There is an email note expression for each type of note within DataXchange. Select the one(s) to be emailed.

9. Accept the expression assignment and exit the screen.

10. The last step is to assign Email as a communication source.

Expression list

Custom command Notes

([Listener.custom_command_notes_data] != [Listener.IS_EMPTY])

Equipment Status Notes

([Listener.equipment_status_notes_data] != [Listener.IS_EMPTY])

Scrap Notes

([Listener.scrap_part_notes_data] != [Listener.IS_EMPTY])

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