Merge Fields on Alerts

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Merge Fields on Alerts

Learn how to set up Merge Fields on Alerts. This will allow Users to add additional fields and links to the Alert text.

Mar 17, 2025
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Merge Fields on Alerts

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Certain alerts can be customized by adding additional text, fields, and hyperlinks added via the Merge Fields.

To edit the Subject and Body of an alert:

Select a table for an alert you wish to customize (Work orders for example).
Select the notification icon
Select Subscribe to Alerts
Select the edit icon next to the Alert you wish to edit.
Modify the text and enter additional merged fields if desired.
Select "OK."

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Merge Fields on Alerts