How To: Manage SMS Templates in Asset Infinity

How To: Manage SMS Templates in Asset Infinity

         This section is helpful to manage the SMS Templates which we already created and through which the specified users are notified by SMS when     certain action is done on the Asset Infinity platform. You can find this at: 


  Menu > Application Settings > Advanced Settings > Template Settings > SMS Templates 

     

When you reach this section, you will see the following screen, 

 

 


Through this we can manage the SMS templates which we have created. The coloured boxes on the Top right corner give us the option of saving as Report or Widget, Exporting the data as PDF or Excel File, Refreshing the data to reflect any new additions and Grid Settings to tailor the information grid according to our requirements by making changes to it.  

Template Type tells us about the topic for which the SMS Template has been created. If we take “Ticket Close” as an example, then we will understand that this template type has been created to notify the users through SMS when the ticket which the reported by person created gets closed. 

Template Name is the name set for the template. 
Default Template Column will help us understand that for a specific template type, whether this template will be chosen by default or not. The default template option box in the grid will ask us whether to show only the default templates or show the non-default templates as well. 
Active? Option helps in understanding whether that SMS template is currently active or not. If “Active?” Option, Is “Yes”, then the grid will show the templates which are currently active, if No then the non-active templates will be shown. 
SMS/Notification Content shows the content added for a specific SMS type. 
We also have the API Document Icon which shows the API of the SMS Template which application is using, to integrate this section with another application. 
Showing Records which is located below the Coloured Boxes, its number can be changed to increase the number of records shown per page, which is currently at 100. 
 

 

We can also add filters into any field to find information associated to it, for example, in the above image we have added “Update” as a Filter under Template Name, and all the template names having “Update” in them have been displayed in the grid.

We can use more than one filters as well, and we can use Clear Filters Button in the centre above to instantly clear all the filters. 

This is how we can manage this section. 



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