Create Email Response

You can create new email responses in the Email Response module. This helps streamline communication workflows by allowing you to create, store, and retrieve standardized email templates directly within the system.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create a new email response by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the email response and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Create mode displays the form assigned to you based on the current data segment within the Classic TMS database in which you are operating, along with the group to which you are assigned.

1. Go to Email response > Create.

2. On the Main tab, enter the details within each section.

3. Identification:

   • Name: Internal title of the email response template. This is used to identify the template in the system and should be concise and descriptive.

   • Description: Brief explanation of the template’s purpose or intended use case. This helps users understand when and why to use this response.

   • Segment: Access the segment of data you are currently using. This usually defaults based on your TMS User ID.

4. Content:

   • Data source: Specifies the origin of the data used in the email, such as a linked work order, asset, or survey. This enables dynamic content population.

   • Status: Indicates whether the template is active or inactive. Only active templates are available for use in live workflows.

   • From: The default sender email address that will appear in the From field when the email is sent. This may be a system address or a department alias.

   • CC: Include additional recipients who should receive a copy of the email.

   • BCC: Include hidden recipients who receive the email without being visible to other recipients.

5. Template:

   • Subject: Subject line of the email, which can include dynamic fields, such as a work order number.

   • Header: Content that appears at the top of the email body. Often used for greetings, branding, or introductory text.

   • Footer: Content that appears at the bottom of the email body. Typically includes disclaimers, contact info, or closing remarks.

6. Navigate through the tabs and enter additional details.

7. Click Create.

The system creates the contract and the Update page displays, where you can add further details.