Asset Configuration ~ Email Response

Custom automated Email emailed according changes made to settings on Assets. 

To create a new Email Response, click  icon. 

The fields marked in red are mandatory fields: Description, 1 or all of the following: Status, Category, Priorities OR Trade, an Email To or Send to check box (User Created, User Updated or Cost Center contact), Email Subject and Email Body.

Enable the Email Response by checking the Active box  at the top of the page.  If this box is not checked, no email will be sent.  

*Note: an Email Response can be enabled or disabled at any time.

Choose what combination of Status, Category, Priority and/or Trade that you would like to trigger the email response to send.  

*All criteria will have to match exactly to trigger the email.  Suggestion: if you want to be notified regarding a particular Asset Category and Status with any Priority or Trade, just enter Category and Status.  

The Status dropdown selector lookup where you can select one, or multiple Statuses.

The Category dropdown selector lookup.  Select one, or multiple Categories to be applied to the Email Response criteria.

The Priority dropdown selector lookup.  Select one, or multiple Priorities to be applied to the Email Response criteria.

The Trade selection lookup.  Select one, or multiple Trades to be applied to the Email Response Criteria.

Enter the desired Email Subject that will display in the Subject line of the Email.

At least one recipient is required.  A recipient consists of the Email To or one of the setup checkboxes.

Email Body:

The email body can be customized to display data from the Asset by utilizing the formatting options in the editor below.  Special Fields are also available to be used in the email body.  To use the Special Fields, select one from the Special Fields drop-down list.  Special Fields will be replaced with CMS Asset data when the Email Response process is run.

*The special fields can be also utilized in the Email Subject by copying the special field and pasting into the Subject line.  

3/2026