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Email Templates

Asset Essentials provides default email templates, but you can configure these by either editing an existing template or creating a new template to fit your workflow needs. *Note: The feature below is only available to clients who have purchased Asset Essentials Enterprise. Please contact your Sales Representative or Client Services if you are interested in purchasing Asset Essentials Enterprise.

Editing a Template

1. Click on the Admin menu icon, then click on Configurations.
2. Select Email Templates from the Template section.
3. Right-click on the email template name you would like to change and select Edit.
4. If needed, edit the Subject Template. This will serve as the subject line of the email that is sent.
5. Edit the Body Template as needed. *Note: We strongly recommend working with your Implementation Specialist or Consultant when editing this section.
6. Click Save at the top of the screen.

Creating a Template

1. Navigate to Global Admin Configurations.

2. Select Email Templates.

3. Click Add to create a new template.

4. Choose the Template Type (e.g., Work Order, Purchase Order, Asset). This determines which variables are available.

5. Write your Subject Template and Body Template using Liquid Syntax Basics section.

6. Click Save. The system will validate your template and report any syntax errors before saving.

*Note: You can duplicate an existing template to use it as a starting point, then modify the copy.

Liquid Syntax Basics

Templates use Liquid—a simple, safe, and widely-adopted template language—to insert dynamic data into your emails at send time.

What is Liquid?

Liquid is an open-source template language created by Shopify. It uses {{ }} for outputting values and {% %} for logic (loops, conditions). It is intentionally limited to keep templates safe—no arbitrary code can execute.

Variable Output — {{ }}

Use double curly braces to output a variable's value. The variable names correspond to the properties listed in the Template Types & Models section.

Template

Work Order {{ WorkOrder.WorkOrderNo }} — {{ WorkOrder.Title }}

Assigned to: {{ WorkOrder.AssignedTo }}
Status:      {{ WorkOrder.WOStatus.Name }}
Priority:    {{ WorkOrder.Priority.Name }}

Output

Work Order WO-001234 — Fix Leaking Pipe

Assigned to: Jane Smith
Status:      In Progress
Priority:    High

Filters

Filters transform a value using the pipe (|) character. Multiple filters can be chained.

Common Filters

<!-- Text filters -->
{{ Recipient.FullName | upcase }}              <!-- "JANE SMITH" -->
{{ Recipient.FullName | downcase }}            <!-- "jane smith" -->
{{ WorkOrder.WorkRequested | truncate: 80 }}  <!-- First 80 chars + "..." -->
{{ WorkOrder.Title | strip_html }}           <!-- Remove HTML tags -->

<!-- Number filters -->
{{ WorkOrder.TotalCost | round: 2 }}          <!-- "1234.57" -->

<!-- Date filters -->
{{ WorkOrder.DateOriginated | date: "%B %d, %Y" }}  <!-- "January 15, 2025" -->
{{ WorkOrder.DateOriginated | date: "%m/%d/%Y" }}   <!-- "01/15/2025" -->

<!-- Default filter (fallback for blank values) -->
{{ WorkOrder.Comment | default: "No comment provided" }}

Full Date Format Reference

Code	Description	Example
%Y	4-digit year	2025
%m	Month (01–12)	01
%d	Day (01–31)	15
%B	Full month name	January
%b	Abbreviated month	Jan
%A	Full weekday name	Wednesday
%H	Hour, 24-hour (00–23)	14
%I	Hour, 12-hour (01–12)	02
%M	Minutes (00–59)	30
%p	AM / PM	PM

Conditionals — {% if %}

Use conditional tags to show or hide sections based on data.

IF / ELSEIF / ELSE

{% if WorkOrder.WOStatus.Name == "Completed" %}
  <p style="color:green">This work order has been completed.</p>
{% elsif WorkOrder.WOStatus.Name == "In Progress" %}
  <p style="color:orange">Work is currently in progress.</p>
{% else %}
  <p>Status: {{ WorkOrder.WOStatus.Name }}</p>
{% endif %}

UNLESS (Opposite of IF)

{% unless WorkOrder.Comment == "" %}
  <p><strong>Comment:</strong> {{ WorkOrder.Comment }}</p>
{% endunless %}

Checking Boolean Properties

{% if WorkOrder.IsOnAsset %}
  <p>This work order is associated with an asset.</p>
{% endif %}

Tip: Operators available: ==, !=, >, <, >=, <=, and, or, contains

Combining Conditions

 {% if WorkOrder.TotalCost > 1000 and WorkOrder.WOStatus.Name != "Completed" %}
  <p style="color:red">⚠️ High-cost work order still open!</p>
{% endif %}

For Loops — {% for %}

Use for loops to iterate over lists such as tasks, parts, users, or media.

Basic Loop - Work Order Tasks

<table border="1" cellpadding="8">
  <tr>
    <th>#</th>
    <th>Task</th>
    <th>Status</th>
  </tr>
  {% for task in WorkOrder.Tasks %}
  <tr>
    <td>{{ forloop.index }}</td>
    <td>{{ task.Name }}</td>
    <td>{{ task.Status }}</td>
  </tr>
  {% endfor %}
</table>

Loop with Empty Check

{% if WorkOrder.WOParts.size > 0 %}
  <h3>Parts Used</h3>
  <ul>
  {% for part in WorkOrder.WOParts %}
    <li>{{ part.Name }} (Qty: {{ part.Quantity }})</li>
  {% endfor %}
  </ul>
{% else %}
  <p><em>No parts were used on this work order.</em></p>
{% endif %}

Loop Variables (forloop object)

Variable	Description
forloop.index	Current iteration (1-based)
forloop.index0	Current iteration (0-based)
forloop.first	trueon first iteration
forloop.last	trueon last iteration
forloop.length	Total number of items

Advanced Techniques

Assigning Variables

You can create local variables with assign:

{% assign full_title = WorkOrder.WorkOrderNo | append: " - " | append: WorkOrder.Title %}
<h2>{{ full_title }}</h2>

Capture Blocks

Use capture to build complex strings:

{% capture greeting %}
Hello {{ Recipient.FirstName }}, you have a new work order ({{ WorkOrder.WorkOrderNo }}).
{% endcapture %}

{{ greeting }}

Case / When (Switch Statements)

{% case WorkOrder.Priority.Name %}
  {% when "Emergency" %}
    <span style="color:red"> EMERGENCY</span>
  {% when "High" %}
    <span style="color:orange">⚠️ High Priority</span>
  {% when "Medium" %}
    <span style="color:blue">Medium Priority</span>
  {% else %}
    <span>{{ WorkOrder.Priority.Name }}</span>
{% endcase %}

Whitespace Control

Add a hyphen (-) to tags to strip leading or trailing whitespace:

{%- if WorkOrder.Comment != "" -%}
{{- WorkOrder.Comment -}}
{%- endif -%}

Custom Fields (Dictionary Access)

Work Orders and Purchase Orders support custom fields stored as a dictionary. Access them by name:

<!-- Access a custom field by its localized name -->
{{ WorkOrder.CustomFields["Building Number"] }}
{{ PurchaseOrder.CustomFields["Department Code"] }}

<!-- Loop through all custom fields -->
{% for field in WorkOrder.CustomFields %}
  <p><strong>{{ field[0] }}:</strong> {{ field[1] }}</p>
{% endfor %}

Template Types and Available Models

Each template type gives you access to a specific set of top-level objects. Choose the type that matches the notification you are customizing.

Work Order Model — WorkOrder / WO

Available for template types: Work Order, WO Approval, WO Survey. You can use either WorkOrder or WO as the root object name.

Scalar Properties

Property	Type	Description
WorkOrder.Id	long	Work order ID
WorkOrder.Title	string	Work order title / name
WorkOrder.WorkOrderNo	string	Work order number
WorkOrder.AssignedTo	string	Full names of assigned users
WorkOrder.SourceType	string	Source type (Asset, Location, Site, MeterTitle)
WorkOrder.SourceName	string	Name of the source entity
WorkOrder.SourceNo	string	Number of the source entity
WorkOrder.OriginationType	string	How the WO was created (PM / NonPM)
WorkOrder.Originator	string	Name of the originator (user or PM procedure)
WorkOrder.DateOriginated	DateTime?	Date originated
WorkOrder.DateAssigned	DateTime?	Date assigned
WorkOrder.DateCompleted	DateTime?	Date completed
WorkOrder.DateExpected	DateTime?	Expected completion date
WorkOrder.DateUpdated	DateTime?	Last updated date
WorkOrder.LastStatusChangedOn	DateTime	Last status change timestamp
WorkOrder.LastRemindedOn	DateTime?	Last reminder sent timestamp
WorkOrder.EstimatedHours	double	Estimated hours
WorkOrder.EstimatedCost	double	Estimated cost
WorkOrder.Downtime	double	Downtime
WorkOrder.LaborHours	double	Actual labor hours
WorkOrder.LaborCost	double	Actual labor cost
WorkOrder.PartCost	double	Part cost
WorkOrder.OtherHours	double	Other hours
WorkOrder.OtherCost	double	Other cost
WorkOrder.ToolCribCost	double	Tool crib cost
WorkOrder.TotalHours	double	Total hours
WorkOrder.TotalCost	double	Total cost
WorkOrder.WorkRequested	string	Work requested description
WorkOrder.Action	string	Action taken
WorkOrder.Comment	string	Comments
WorkOrder.Addr1	string	Address line 1
WorkOrder.Addr2	string	Address line 2
WorkOrder.City	string	City
WorkOrder.StateProvince	string	State / Province
WorkOrder.PostalCode	string	Postal code
WorkOrder.CountryCode	string	Country code
WorkOrder.AreaRoomNo	string	Area / Room number
WorkOrder.RequesterAvailabilityNotes	string	Requester availability notes
WorkOrder.IsOnAsset	bool	True if source is an asset
WorkOrder.IsOnSite	bool	True if source is a site
WorkOrder.IsOnLocation	bool	True if source is a location
WorkOrder.IsOnMeterTitle	bool	True if source is a meter title
WorkOrder.IsOriginatedFromPM	bool	True if originated from a PM procedure
WorkOrder.IsInApproval	bool	True if in an approval workflow

Nested Objects

Object	Description	Key Properties
WorkOrder.WOStatus	Work order status	.Name, .StatusNo
WorkOrder.WOType	Work order type	.Name, .WOTypeNo
WorkOrder.WorkType	Work type	.Name, .WorkTypeNo
WorkOrder.Priority	Priority	.Name, .PriorityNo
WorkOrder.Problem	Problem	.Name, .ProblemNo
WorkOrder.Cause	Cause	.Name, .CauseNo
WorkOrder.Project	Associated project	.Name, .ProjectNo
WorkOrder.CostCenter	Cost center	.Name, .CostCenterNo
WorkOrder.OriginUser	Origin user	See User/Recipient model
WorkOrder.OriginPM	Origin PM procedure	.Name
WorkOrder.SurveyEmailSetting	Survey email settings	.SurveyUrl
WorkOrder.DeclineNote	Decline note data	.Note, .DeclinedBy

List Properties (for loops)

List	Item Type	Description
WorkOrder.WOUsers	User	Assigned users (see User model)
WorkOrder.Tasks	WOTask	Work order tasks (.Name, .Status, .Description)
WorkOrder.WOParts	WOPart	Parts used (.Name, .PartNo, .Quantity, .UsageType)
WorkOrder.WOLabors	WOLabor	Labor entries (.Hours, .Cost)
WorkOrder.WOToolCribs	WOToolCrib	Tool crib entries
WorkOrder.WOMedia	Medium	Attachments (.Name, .Url)
WorkOrder.SourceAssets	Asset	Source assets (if source type is Asset)
WorkOrder.SourceLocations	Location	Source locations
WorkOrder.SourceSites	Site	Source sites
WorkOrder.SourceMeterTitles	MeterTitle	Source meter titles
WorkOrder.CustomFields	Dictionary	Custom field name/value pairs

Purchase Order Model — PurchaseOrder / PO

Scalar Properties

Property	Type	Description
PurchaseOrder.Id	int	Purchase order ID
PurchaseOrder.Name	string	PO name
PurchaseOrder.PurchaseOrderNo	string	PO number
PurchaseOrder.AccountNo	string	Account number
PurchaseOrder.POStatusName	string	Current status name
PurchaseOrder.CreatedBy	string	Created by (user name)
PurchaseOrder.CreatedOn	DateTime	Creation date
PurchaseOrder.DateOriginated	DateTime	Date originated
PurchaseOrder.DateSubmitted	DateTime?	Date submitted
PurchaseOrder.DateReceived	DateTime?	Date received
PurchaseOrder.DateCompleted	DateTime?	Date completed
PurchaseOrder.DateExpected	DateTime?	Expected date
PurchaseOrder.LastModifiedOn	DateTime	Last modified date
PurchaseOrder.LastModifiedBy	string	Last modified by
PurchaseOrder.TotalPartAmount	double	Total part amount
PurchaseOrder.TotalItemAmount	double	Total item amount
PurchaseOrder.TotalAmount	double	Total amount
PurchaseOrder.TotalReceived	double	Total received amount
PurchaseOrder.TotalOther	double	Total other costs
PurchaseOrder.TotalTax	double	Total tax
PurchaseOrder.TotalShipping	double	Total shipping
PurchaseOrder.GrandTotal	double	Grand total
PurchaseOrder.ReceivedTotal	double	Received total
PurchaseOrder.Note	string	Notes
PurchaseOrder.BillingName	string	Billing name
PurchaseOrder.BillingAddr1	string	Billing address line 1
PurchaseOrder.BillingAddr2	string	Billing address line 2
PurchaseOrder.BillingCity	string	Billing city
PurchaseOrder.BillingStateProvince	string	Billing state/province
PurchaseOrder.BillingPostalCode	string	Billing postal code
PurchaseOrder.ShippingName	string	Shipping name
PurchaseOrder.ShippingAddr1	string	Shipping address line 1
PurchaseOrder.ShippingAddr2	string	Shipping address line 2
PurchaseOrder.ShippingCity	string	Shipping city
PurchaseOrder.ShippingStateProvince	string	Shipping state/province
PurchaseOrder.ShippingPostalCode	string	Shipping postal code
PurchaseOrder.ShippingCountryCode	string	Shipping country code
PurchaseOrder.ProjectName	string	Associated project name
PurchaseOrder.ProjectNo	string	Associated project number
PurchaseOrder.TermConditionName	string	Terms & conditions name
PurchaseOrder.TermConditionContent	string	Terms & conditions content

Nested Objects and Lists

Property	Type	Description
PurchaseOrder.Site	Site	Site object (.Name, .SiteNo)
PurchaseOrder.POStatus	POStatus	Status object (.Name, .StatusNo)
PurchaseOrder.CostCenter	CostCenter	Cost center (.Name, .CostCenterNo)
PurchaseOrder.Supplier	Supplier	PO-level supplier (.Name, .SupplierNo)
PurchaseOrder.Originator	User	Originating user (see User model)
PurchaseOrder.Parts	List<POItem>	PO part line items
PurchaseOrder.Items	List<POItem>	PO non-part line items
PurchaseOrder.Suppliers	List<Supplier>	All suppliers (PO-level or item-level)
PurchaseOrder.POMedia	List<Medium>	Attachments
PurchaseOrder.CustomFields	Dictionary	Custom field name/value pairs

Asset Model — Asset

Scalar Properties

Property	Type	Description
Asset.Id	int	Asset ID
Asset.Name	string	Asset name
Asset.AssetNo	string	Asset number
Asset.SerialNo	string	Serial number
Asset.Make	string	Manufacturer / make
Asset.Model	string	Model
Asset.BarCode	string	Barcode
Asset.RFID	string	RFID tag
Asset.PurchasePrice	double	Purchase price
Asset.PurchaseDate	DateTime?	Purchase date
Asset.PurchaseInvoiceNo	string	Purchase invoice number
Asset.LifeTime	double	Expected lifetime
Asset.ReplacementCost	double	Replacement cost
Asset.SalvageValue	double	Salvage value
Asset.WarrantyExpirationDate	DateTime?	Warranty expiration
Asset.WarrantyTitle	string	Warranty title
Asset.WarrantyVendorName	string	Warranty vendor name
Asset.IsToolCrib	bool	Is tool crib item
Asset.TotalCost	double	Total cost
Asset.TotalHours	double	Total hours
Asset.TotalDowntime	double?	Total downtime
Asset.Note	string	Notes
Asset.SiteName	string	Site name
Asset.SiteNo	string	Site number
Asset.LocationName	string	Location name
Asset.LocationPath	string	Full location path
Asset.LocationNo	string	Location number
Asset.ConditionDate	DateTime?	Condition assessment date
Asset.EstimatedReplacementDate	DateTime?	Estimated replacement date
Asset.AssessmentNote	string	Assessment notes

Nest Objects

Object	Description	Key Properties
Asset.Site	Site	.Name,.SiteNo
Asset.Location	Location	.Name,.LocationNo
Asset.Category	Category	.Name,.CategoryNo
Asset.CostCenter	Cost center	.Name,.CostCenterNo
Asset.Supplier	Supplier	.Name,.SupplierNo
Asset.AssetCondition	Condition	.Name
Asset.AssetStatus	Status	.Name
Asset.Criticality	Criticality	.Name
Asset.ResponsibleUser	Responsible user	See User model
Asset.ParentAsset	Parent asset	Same properties as Asset

Project Model — Project

Scalar Properties

Property	Type	Description
Project.Id	int	Project ID
Project.Name	string	Project name
Project.ProjectNo	string	Project number
Project.StatusName	string	Project status name
Project.Description	string	Description
Project.DateOriginated	DateTime?	Date originated
Project.DateCompleted	DateTime?	Date completed
Project.StartDate	DateTime?	Start date
Project.EndDate	DateTime?	End date
Project.LaborBudget	double	Labor budget
Project.PartBudget	double	Part budget
Project.OtherBudget	double	Other budget
Project.WOBudget	double	Work order budget
Project.POBudget	double	Purchase order budget
Project.TotalBudget	double	Total budget
Project.LaborCost	double	Actual labor cost
Project.PartCost	double	Actual part cost
Project.OtherCost	double	Actual other cost
Project.WOCost	double	Actual WO cost
Project.POCost	double	Actual PO cost
Project.POCostReceived	double	PO cost received
Project.TotalCost	double	Total actual cost
Project.Note	string	Notes
Project.ProjectTypeName	string	Project type name
Project.ProjectTypeNo	string	Project type number
Project.WaitForApproval	bool	True if waiting for approval

Nest Objects

Property	Type	Description
Project.Site	Site	Site (.Name, .SiteNo)
Project.ProjectStatus	ProjectStatus	Status (.Name)
Project.Priority	Priority	Priority (.Name)
Project.CostCenter	CostCenter	Cost center (.Name, .CostCenterNo)
Project.OriginatorUser	User	Originating user
Project.DeclineNote	DeclineNote	Decline note
Project.Users	List<User>	Assigned users
Project.Approvers	List<User>	Approvers
Project.WorkOrders	List<WorkOrder>	Related work orders
Project.PurchaseOrders	List<PurchaseOrder>	Related purchase orders
Project.Inspections	List<Inspection>	Related inspections
Project.Media	List<Medium>	Attachments

Inspection Program Model — InspectionProgram

Properties

Property	Type	Description
InspectionProgram.Id	int	Inspection ID
InspectionProgram.Name	string	Inspection name
InspectionProgram.InspectionNo	string	Inspection number
InspectionProgram.Description	string	Description
InspectionProgram.IsEnabled	bool	Whether enabled
InspectionProgram.SourceType	string	Source type (Asset, Location, Site)
InspectionProgram.EstimatedHours	double	Estimated hours
InspectionProgram.EstimatedCost	double	Estimated cost
InspectionProgram.ScheduleType	string	Schedule type
InspectionProgram.StartDate	DateTime	Start date
InspectionProgram.EndDate	DateTime?	End date
InspectionProgram.DateScheduled	DateTime	Next scheduled date for reminder
InspectionProgram.NextScheduledDate	DateTime?	Next scheduled date
InspectionProgram.Frequency	int	Frequency
InspectionProgram.ExternalInspector	string	External inspector name
InspectionProgram.Note	string	Notes
InspectionProgram.LastResult	string	Last result
InspectionProgram.IsOnAsset	bool	True if on an asset
InspectionProgram.IsOnSite	bool	True if on a site
InspectionProgram.IsOnLocation	bool	True if on a location

Inspection Log Model — Inspection

Properties

Property	Type	Description
Inspection.Id	long	Inspection log ID
Inspection.SourceType	string	Source type
Inspection.DateStarted	string	Start date (short date string)
Inspection.DateCompleted	DateTime?	Completion date
Inspection.DateScheduled	DateTime	Scheduled date
Inspection.ExternalInspector	string	External inspector
Inspection.Note	string	Notes
Inspection.Result	string	Result
Inspection.IsOnAsset	bool	True if on an asset
Inspection.IsOnSite	bool	True if on a site
Inspection.IsOnLocation	bool	True if on a location

Nested: .InspectionProgram (full inspection program model), .InspectionStatus

Lists: .InspectionUsers, .Tasks, .SourceAssets, .SourceLocations, .SourceSites

Part Model — Parts (Low Stock Alert)

The Part template type provides a list of parts. Use a for loop to iterate.

Properties per Part Item

{% for part in Parts %}
  {{ part.Name }} — {{ part.PartNo }} — Qty on hand: {{ part.QuantityOnHand }}
{% endfor %}

Property	Type	Description
part.Id	int	Part ID
part.Name	string	Part name
part.PartNo	string	Part number
part.AlternatePartNo	string	Alternate part number
part.BarCode	string	Barcode
part.RFID	string	RFID
part.IsActive	bool	Active flag
part.UnitCost	double	Unit cost
part.QuantityOnHand	double	On-hand quantity
part.QuantityOnOrder	double	On-order quantity
part.QuantityOnBackOrder	double	Backorder quantity
part.QuantityReserved	double	Reserved quantity
part.QuantityAvailable	double	Available quantity
part.ReorderLevel	double	Reorder level
part.ParLevel	double	Par level
part.MaxLevel	double	Max level
part.Description	string	Description
part.SiteName	string	Site name
part.SiteNo	string	Site number
part.UnitName	string	Unit of measure name
part.ManufacturerName	string	Manufacturer name
part.ManufacturerPartNo	string	Manufacturer part number
part.Note	string	Notes

WO Part Ordered / Received Model — WOParts

Properties per WOParts Item

{% for item in WOParts %}
  WO# {{ item.WorkOrderNo }} — {{ item.PartName }} ({{ item.PartNo }})
  Ordered: {{ item.QuantityOrdered }}, Received: {{ item.QuantityReceived }}
{% endfor %}

Property	Type	Description
item.WorkOrderNo	string	Work order number
item.PartName	string	Part name
item.PartNo	string	Part number
item.Email	string	Contact email
item.QuantityOrdered	double?	Quantity ordered
item.QuantityReceived	double?	Quantity received

User / Requester Created Model — User

The User template type provides a User object (same properties as Recipient), plus System and Culture.

Shared Models

These objects are available across most template types.

Recipient / User Model — Recipient

The Recipient object represents the person receiving the email. It has the same structure when used as User, OriginUser, OriginatorUser, ResponsibleUser, or items in user lists.

User Properties

Property	Type	Description
Recipient.Id	int	User ID
Recipient.UserNo	string	User number
Recipient.Login	string	Login / username
Recipient.FirstName	string	First name
Recipient.MiddleName	string	Middle name
Recipient.LastName	string	Last name
Recipient.FullName	string	Full name
Recipient.UserType	string	User type
Recipient.UserStatus	string	User status
Recipient.Role	string	Role name
Recipient.Region	string	Region name
Recipient.RegionNo	string	Region number
Recipient.Site	string	Site name
Recipient.SiteNo	string	Site number
Recipient.Department	string	Department name
Recipient.DepartmentNo	string	Department number
Recipient.CostCenter	string	Cost center name
Recipient.CostCenterNo	string	Cost center number
Recipient.JobTitle	string	Job title
Recipient.Email	string	Email address
Recipient.Phone1	string	Phone 1
Recipient.Phone2	string	Phone 2
Recipient.Phone3	string	Phone 3
Recipient.Phone4	string	Phone 4
Recipient.POPower	double	PO approval power
Recipient.POLimit	double	PO approval limit

System Model — System

Provides deep-link URLs back to the application. Useful for adding "View in App" links in emails.

URL Properties

Property	Description
System.Url.RootUrl	Root application URL
System.Url.Home	Home page URL
System.Url.WOSummary	Work order summary page
System.Url.WOView	Work order detail URL (use with ID)
System.Url.WorkOrderEdit	Work order edit URL (use with ID)
System.Url.AssetSummary	Asset summary page
System.Url.AssetView	Asset detail URL
System.Url.POSummary	Purchase order summary page
System.Url.POView	Purchase order detail URL
System.Url.PartSummary	Part summary page
System.Url.PartView	Part detail URL
System.Url.ProjectSummary	Project summary page
System.Url.ProjectView	Project detail URL
System.Url.PMSummary	PM procedure summary page
System.Url.PMView	PM procedure detail URL
System.Url.InspectionSummary	Inspection summary page
System.Url.InspectionView	Inspection detail URL
System.Url.InspectionLogView	Inspection log detail URL
System.Url.RedirectWOApp	Deep link – Work order (mobile/app)
System.Url.RedirectAssetApp	Deep link – Asset (mobile/app)
System.Url.RedirectPartApp	Deep link – Part (mobile/app)
System.Url.RedirectMyRequestApp	Deep link – My Request (mobile/app)
System.Url.Upload	Uploads base URL

Culture Model — Culture

Properties

Property	Type	Description
Culture.Name	string	Culture name
Culture.TargetCode	string	Target culture code (e.g., en-US)
Culture.DateFormat	string	Date format string
Culture.TimeFormat	string	Time format string
Culture.DateTimeFormat	string	Date + time format string
Culture.NameFormat	string	Name display format
Culture.WholeNumberFormat	string	Whole number format
Culture.FractionNumberFormat	string	Fraction number format
Culture.CurrencyFormat	string	Currency format
Culture.PreciseCurrencyFormat	string	Precise currency format

Full Examples

Example 1: Work Order Notification Email

Subject Template:

[{{ WorkOrder.WOStatus.Name }}] Work Order {{ WorkOrder.WorkOrderNo }} — {{ WorkOrder.Title }}

Body Template:

<h2>Work Order {{ WorkOrder.WorkOrderNo }}</h2>
<p>Hello {{ Recipient.FirstName }},</p>
<p>A work order has been updated:</p>

<table border="1" cellpadding="8" cellspacing="0" style="border-collapse:collapse">
  <tr><td><strong>Title</strong></td><td>{{ WorkOrder.Title }}</td></tr>
  <tr><td><strong>Status</strong></td><td>{{ WorkOrder.WOStatus.Name }}</td></tr>
  <tr><td><strong>Priority</strong></td><td>{{ WorkOrder.Priority.Name }}</td></tr>
  <tr><td><strong>Assigned To</strong></td><td>{{ WorkOrder.AssignedTo }}</td></tr>
  <tr><td><strong>Date Expected</strong></td><td>{{ WorkOrder.DateExpected | date: "%m/%d/%Y" }}</td></tr>
  <tr><td><strong>Total Cost</strong></td><td>${{ WorkOrder.TotalCost | round: 2 }}</td></tr>
</table>

{% if WorkOrder.WorkRequested != "" %}
<h3>Work Requested</h3>
<p>{{ WorkOrder.WorkRequested }}</p>
{% endif %}

{% if WorkOrder.Tasks.size > 0 %}
<h3>Tasks</h3>
<table border="1" cellpadding="6" cellspacing="0" style="border-collapse:collapse">
  <tr><th>#</th><th>Task</th><th>Status</th></tr>
  {% for task in WorkOrder.Tasks %}
  <tr>
    <td>{{ forloop.index }}</td>
    <td>{{ task.Name }}</td>
    <td>{{ task.Status }}</td>
  </tr>
  {% endfor %}
</table>
{% endif %}

<p><a href="{{ System.Url.RootUrl }}">Open in Asset Essentials</a></p>

Example 2: Purchase Order with Line Items

Subject Template:

PO {{ PurchaseOrder.PurchaseOrderNo }} — {{ PurchaseOrder.POStatusName }}

Body Template:

<h2>Purchase Order: {{ PurchaseOrder.Name }}</h2>
<p>PO# {{ PurchaseOrder.PurchaseOrderNo }} | Status: {{ PurchaseOrder.POStatusName }}</p>
<p>Created by {{ PurchaseOrder.CreatedBy }} on {{ PurchaseOrder.CreatedOn | date: "%B %d, %Y" }}</p>

{% if PurchaseOrder.Supplier.Name != "" %}
<p><strong>Supplier:</strong> {{ PurchaseOrder.Supplier.Name }}</p>
{% endif %}

{% if PurchaseOrder.Parts.size > 0 %}
<h3>Parts</h3>
<table border="1" cellpadding="6" cellspacing="0" style="border-collapse:collapse;width:100%">
  <tr><th>Part</th><th>Qty</th><th>Unit Cost</th><th>Total</th></tr>
  {% for part in PurchaseOrder.Parts %}
  <tr>
    <td>{{ part.Name }}</td>
    <td>{{ part.Quantity }}</td>
    <td>${{ part.UnitCost | round: 2 }}</td>
    <td>${{ part.TotalCost | round: 2 }}</td>
  </tr>
  {% endfor %}
</table>
{% endif %}

<hr>
<table>
  <tr><td>Subtotal</td><td>${{ PurchaseOrder.TotalAmount | round: 2 }}</td></tr>
  <tr><td>Tax</td><td>${{ PurchaseOrder.TotalTax | round: 2 }}</td></tr>
  <tr><td>Shipping</td><td>${{ PurchaseOrder.TotalShipping | round: 2 }}</td></tr>
  <tr><td><strong>Grand Total</strong></td><td><strong>${{ PurchaseOrder.GrandTotal | round: 2 }}</strong></td></tr>
</table>

{% if PurchaseOrder.TermConditionContent != "" %}
<h3>Terms &amp; Conditions</h3>
<p>{{ PurchaseOrder.TermConditionContent }}</p>
{% endif %}

Example 3: Part Low Stock Alert

<h2>⚠️ Low Stock Alert</h2>
<p>The following parts have fallen below their reorder level:</p>

<table border="1" cellpadding="8" cellspacing="0" style="border-collapse:collapse;width:100%">
  <tr style="background:#004578;color:#fff">
    <th>Part #</th>
    <th>Name</th>
    <th>Site</th>
    <th>On Hand</th>
    <th>Reorder Level</th>
    <th>On Order</th>
  </tr>
  {% for part in Parts %}
  <tr{% if part.QuantityOnHand == 0 %} style="background:#FFF0F0"{% endif %}>
    <td>{{ part.PartNo }}</td>
    <td>{{ part.Name }}</td>
    <td>{{ part.SiteName }}</td>
    <td>{{ part.QuantityOnHand }}</td>
    <td>{{ part.ReorderLevel }}</td>
    <td>{{ part.QuantityOnOrder }}</td>
  </tr>
  {% endfor %}
</table>

Example 4: Inspection Reminder with Conditional Source Info

<h2>Inspection Reminder: {{ InspectionProgram.Name }}</h2>
<p>Hello {{ Recipient.FirstName }},</p>
<p>You have an upcoming inspection scheduled for
   {{ InspectionProgram.DateScheduled | date: "%A, %B %d, %Y" }}.</p>

{% if InspectionProgram.IsOnAsset %}
  {% for asset in InspectionProgram.SourceAssets %}
  <p><strong>Asset:</strong> {{ asset.Name }} ({{ asset.AssetNo }})</p>
  {% endfor %}
{% elsif InspectionProgram.IsOnLocation %}
  {% for loc in InspectionProgram.SourceLocations %}
  <p><strong>Location:</strong> {{ loc.Name }}</p>
  {% endfor %}
{% elsif InspectionProgram.IsOnSite %}
  {% for site in InspectionProgram.SourceSites %}
  <p><strong>Site:</strong> {{ site.Name }}</p>
  {% endfor %}
{% endif %}

{% if InspectionProgram.Tasks.size > 0 %}
<h3>Inspection Tasks</h3>
<ol>
  {% for task in InspectionProgram.Tasks %}
  <li>{{ task.Name }}</li>
  {% endfor %}
</ol>
{% endif %}

<p><a href="{{ System.Url.InspectionSummary }}">View Inspections</a></p>

Example 5: Subject Line with Conditional Priority Badge

Subject templates support the same Liquid syntax as the body:

{% if WorkOrder.Priority.Name == "Emergency" %} {% endif %}WO {{ WorkOrder.WorkOrderNo }}: {{ WorkOrder.Title }}

Troubleshooting

Template would not save - syntax error

• Ensure every {% if %} has a matching {% endif %}.

• Ensure every {% for %} has a matching {% endfor %}.

• Check that all {{ }} and {% %} tags are properly closed.

• Property names are case-sensitive. Use exactly the names listed above (e.g., WorkOrder.WorkOrderNo, not workorder.workorderno).

Variable shows blank / nothing

• The value may genuinely be empty for that record. Use the default filter: {{ WorkOrder.Comment | default: "N/A" }}

• Check that you're using the correct root object for your template type (e.g., WorkOrder for work order templates, PurchaseOrder for PO templates).

• Verify the property name is spelled exactly as documented.

Loop produces no output

• The list may be empty. Wrap loops in a size check: {% if WorkOrder.Tasks.size > 0 %}.

• Make sure you're referencing the correct list property name.

HTML appears as plain text in the email

• Ensure your template body is entered in the HTML editor mode, not plain text mode.

• If a variable contains HTML (e.g., WorkRequested), it will be rendered as HTML in the email body.

 

Important: Template changes take effect immediately for all future emails of that type. Test your template with a small notification before rolling it out broadly.