Create a Custom Assignment Notification Email

Overview

When a user is assigned a Form from Decisions, an email can be sent to the user account's email address with a default Template containing a link to the Assignment or a link to the Portal.

This notification can then be customized by changing the Notification Policy type in the assigned step Properties and configuring a custom message with the text editor.

The following document demonstrates how to adjust the Assignment Settings of the Assignment created in Creating a Basic Assignment to send a Notification Email. 

Example

1. From the previously created example Assignment, navigate to the Assignment's Properties. 
2. Under the EMAIL category, set Notification Policy to Custom. 
3. Under Subject, click SHOW EDITOR. In the resulting Merge Text Editor, define the Email Subject as desired. Then, click SAVE. 
4. Repeat the process for the Body by selecting SHOW EDITOR under Body, defining the Email Body, and clicking SAVE; include the Assignment Run Link to allow navigation back to the Assignment, by adding it from the Data Tree on the left. 
5. Once the desired configurations have been completed, save the Flow. Then, select Debug on the Top Action Bar. 
6. After the Flow runs, navigate to the Assignee's Email Inbox and verify that the Notification Email is received as expected.