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Benefits

Maximize the ability for the merchant to understand if the counter-party is signed up for E-Sign or if a physical contract needs to be printed and mailed.

Description

Now you have the ability to use SQL Query to go out to the database and retrieve "very specific fieldsto display custom data with very specific information that can be placed in the body of an email.

Description

The system now has the ability to be customized to retrieve "very specific information" to place in the email body (based on whatever you would like to show in the body of the email body).

Set-Up

Go to Maintenance > Email Form Maintenance > Select appropriate form type > Click Edit Email button.

  • There will be a unique section inside the Email Body .Htm file.

  • The unique section will begin with <!-- and end with -->

  • You will write your SQL statement in between the unique section <!-- SQL Statement --> . The Sql statement is the conjunctions of all values inside SQL_STATEMENT[ and ] pieces    

    • Note: The SQL statements can be written into one piece or many pieces, as long as the conjunctions is a valid SQL statement.

  • The tokens to be replaced are in the format [%SYS_SQL_XXX%], where XXX's will be replaced by the SQL returned dataset field names (including aliases).

Example

<!-- The beginning of a section
SQL_STATEMENT[SELECT TOP 1 ]

SQL_STATEMENT[N04_CMNT_DESC_S AS SIGEMAIL,]
SQL_STATEMENT[N04_CMNT_NUM_S]
SQL_STATEMENT[FROM N04_CMNT]

SQL_STATEMENT[WHERE N04_NAM_ID_S = '[%SYS_Name_Id%]' AND N04_CMNT_NUM_S = 'SIG']
--> The end of a section

The source file:

SIG EMail: [%SYS_SQL_SIGEMAIL%]

SIG EMail TYPE: [%SYS_SQL_N04_CMNT_NUM_S%]

The updated/generated file piece:

SIG EMail: SigEmail@XXX.com

SIG EMail TYPE: SIG). A custom SQL Query can be defined for each type of document that is emailed out from AGRIS. No additional software update will be required when you need additional information included in the body of your emails. Please reach out to Support or use the Help button under AGRIS, Email Maintenance for additional information.

Set-Up

Please reach out to Support or use the Help button in AGRIS.

To get to the Help button go to Maintenance > Email Form Maintenance > Select Email Form > Help.

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