Guides and Tutorials

Create a task assignment alert

Updated: April 9, 2019

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 ».

Operation

Parameter 1

parameter 2

1

Execution Context > Set Context Variable

name: UserLastName

value: @{CurrentUser.LastName}

2

Execution Context > Set Context Variable

name: UserFirstName

value: @{CurrentUser.FirstName}

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.

We'd love to hear your thoughts!

All fields required