Approval Email Placeholders

Markers ## or {} can be used for placeholders, e.g. #contractid# or {contractid}.

Client Credit Limit / Status Change Emails

(Used with template: pdfemailreview)

Category

Placeholder

Description (System Location)

Driver Details

driver

Drivers/Contact “Given Name” + “Surname”

Client Contact 1

contact1_name

Clients/Contact “Contact 1 - Name”

contact1_email

Clients/Contact “Contact 1 - Email”

Supplier (Franchise)

franchise_name

Suppliers/Franchise Details “Contact Name”

franchise_email

Suppliers/Franchise Details “Email”

Creator (System User)

creator_name

System/Users “Name” (user who created approval)

creator_email

System/Users “Email” (user who created approval)

Approval Details

approval_id

Approvals/Search “Approval ID”

date

Approvals/Approval “Date”

time

System generated (no screen field)

reg_no

Approvals/Approval “Reg Number”

driver

Approvals/Approval “Driver”

repair_line1

First approval line “Description”

approval_gross

Approvals/Approval “Total”


Authorised Supplier Exception Emails

(Used with template: approvalsauthorisedsupplierclassexception_notification)

Placeholder

Description

Format

reg_no

Contracts/Vehicle “Reg No”

html / text

short_description

Approvals/Search “Approval”

html / text

approval_id

Approvals/Search “Approval ID”

html / text

supplier_name

Approvals/Search “Supplier Name”

html / text

approvalexceptionsjobsummaryhtml

First row of each Job (#) → Class – Description

html

approvalexceptionsjobsummarytext

First row of each Job (#) → Class – Description

text

approvalexceptionsapproval_total

Approvals/Approval “Total”

html / text

approvalexceptionshtml

Non-authorised rows: Class – Description – Amount

html

approvalexceptionstext

Non-authorised rows: Class – Description – Amount

text


Approval Limit Logic

These are not placeholders, but affect when emails trigger:

  1. Approval screen limit (highest priority)

  2. Contract / Vehicle “Approval Limit”

  3. Client / Approval Defaults “Approval Limit” (fallback)


Notes

  • Placeholders are case-sensitive depending on implementation.

  • html versions preserve formatting; text versions are plain output.

  • Job-based placeholders return grouped maintenance rows by Job #.