Customizing Form Assignment Email Notifications
- 16 Nov 2022
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Customizing Form Assignment Email Notifications
- Updated on 16 Nov 2022
- 1 Minute to read
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- DarkLight
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Example Lab Article
While Example Lab projects are resources for public use, articles and assets are not actively maintained. Screenshots and features are from the specified version below. These references may become dated as new versions are released.
Overview
Example Lab Details | |
| Version | 6.4.0 |
| Root Folder | Example Lab - Custom Assignment Emails |
| Modules | None |
| Dependencies | None |
This Example Lab project demonstrates how to send customized email notifications to users when a Form is assigned.
Explanation
This project works by utilizing the "On Step Run" option in the properties panel of the Form Assignment step. The "On Step Run" option will allow the user to run a second Flow titled "Send Customized Email". This Flow utilizes the Custom Merge step and a set of variables that allow specific parts of the body of the email to be customized. By changing any of these variables within the Custom Merge step, the user can determine what the body, button, and assignment URL say. This data is then passed into the Send Email step, which is delivered to the assigned user.
Reference Articles
Project Download
The examples attached were developed to be instructional and were not developed as officially supported components. For more information or to engage our service team to develop fully supported, production-quality solutions, please contact services@decisions.com. Import the project below to a Decisions environment on version 6.4.0 or later using our Importing/Exporting article.
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