Configure Email Settings for a Fixed Link Report

You want to create an email template for a fixed link.

  • You have created a Web Rule and a fixed link for any Advanced, Energy, or Pharma reports.
  • You have set the User Credentials.
  • You have created recipients in the Recipients Editor tab of the Notification application. See Create Recipient Users or Recipient Devices in Creating and Configuring Recipients.
  • System Manager is in Operating mode.
  1. In System Browser, select Application View.
  1. Select Applications > Links > [fixed link] for which you want to configure the email settings.
  1. From the Application Viewer toolbar, click Email Settings .
  • The Email Settings dialog box displays.
  1. To add the recipients’ names, in the Address Book section, do one of the following:
  • In the drop-down list, select People or Group. A list of individuals or groups displays.
  • Type the name or the group you want to add. The specified individual or group displays.
    NOTE: When you press ENTER, the query is temporarily saved in the drop-down list.
  1. From the list of people or groups, use the > and < arrows to add or remove names or groups to and from the Recipients section.
    NOTE: An individual recipient may have more than one email address associated with their entry in the Notification application’s Recipients Editor. When you add an individual, the first three configured email settings associated with the user are added and display in the Recipients section. The report is sent to all three associated addresses.
  1. In the Subject field, type a subject for the email, or, leave the default text.
  1. In the Body field, type a message you want to appear in the body of the email, or, leave the default text.
  1. Click Save .