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Customize/Design notification templates


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles Customization Notifications InLoox PM: Manage notification templates Customize/Design notification templates

You can individually customize the default notification templates. Therefore, you can use several fields. A field can be described as a placeholder for specific project information. You can edit the template by deleting or adding fields.

To customize a template, proceed as follows:

1. Open the InLoox PM options and the notification templates area via the tree structure on the left (File >> InLoox PM options >> Notifications >> Templates).

2. Select a template from the overview and click on Design, to open the notification designer.

3. In the notification designer on the right, you will see the list of variables. Click on Variables, to see all available fields.

 

The following fields are available to customize notification templates:

Field name

Description

Content

DisplayName

Display name

Name of tasks, planning elements, documents and project notes.

Description

Description

Multiple-line description of planning elements.

EndDate

End planning element

End date of the planning element.

Flag

Flag

Highlighting for planning elements (none, green, yellow, red).

GroupName

Group

Indicates the group of the planning element. The group can be a sort criterion or project cost center. 

IsProjectEndDateFixed

Fixed deadline project

Specifies whether the project has a fixed completion deadline.

Link

Linked documents

Document paths (text-only) of the planning item.

Location

Location

Free text field. States where the planning element is to be carried out.

PlannerName

Name of planner

The name of the project planner, as stored in Outlook, e.g. Rita Meyer.

Progress

% completed

Completion degree of a planning element in percent. Numeric value between 0 and 100.

ProjectCategory

Project category

Category to which the project belongs.

ProjectCompany

Project company

Free text field of the customer's name in the project.

ProjectEnd

Project end

End date of the project.

ProjectName

Projekt Name

Short, free description of the project. The project name can be used several times.

ProjectNote

Project name

Multiple-line text for important project information. 

ProjectNumber

Project number

Unique number to identify the project.

ProjectPriority

Project priority

Priority of the project.

ProjectStart

Projekt Start

Start of the respective project.

Projectstate

Project status

Specifies the state of project development

PSPCode

PSP code

PSP code = Work Breakdown Structure code. Free text field for identification of phases and milestones in large projects.

ResourceName

Name of resource

The name of the resource or recipient of the message, as stored in Outlook, e.g. Max Schiller.

ResourceList

Resources

List of all involved resources of a planning element, including email address

StartDate

Start planning element

Start date of the planning element.

WorkAmount

Work amount

Work amount, which is done by the recipient resource of the planning element.