Here, we want to create the template of the email that will be sent to the users with "Document Validation" permission to notify them that they have a document to review. This template will be used in the operation chain used to assign the validation task to users, using the "Send E-Mail" operation (see next step: Create a button that triggers the task assignment).
Create the mail template as described on the how-to How to Customize Email Templates, with the parameters below.
| Field | Content |
|---|---|
| ID |
validationWorkflow_mail
|
| Content |
Hello,<br />
<br />
The user ${Context['UserFirstName']} ${Context['UserLastName']} needs your approval for the following document :<br />
<br />
Title : ${Document['dc:title']}<br />
<br />
Description : ${Document['dc:description']}<br />
<br />
Creation date : ${Document['dc:created']}<br />
<br />
Link to the document : <a href="${docUrl}">${Document['dc:title']}</a><br />\
|
The context Variables UserFirstName and UserLastName are here to pass into a mail template the values of CurrentUser.FirstName and CurrentUser.LastName. To load these variables, you just need to put into the chain the blocks « Execution Context > Set Context Variable ».
|
N° |
Operation |
Parameter 1 |
parameter 2 |
|---|---|---|---|
|
1 |
Execution Context > Set Context Variable |
name: UserLastName |
value: |
|
2 |
Execution Context > Set Context Variable |
name: UserFirstName |
value: |
Sending an email to a group of users
You can use the block « Users & Groups > Get Principal Emails » in order to load the list of users sharing the same permission (field permission) into the variable chosen into the variable name field.