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Using mail components in workflow email steps
#1
When an organization needs to make a change to their standard email template, often they change the subject line as well. Currently if these emails are being sent via a workflow, this type of change requires manually updating the subject line on all workflows where they are used. If there are many workflows/workflow steps, this can become time consuming. Currently mail components aren't usable on these fields. Would it be possible to make this an option? That way a mail component could be created for a standard email subject line for that use case, then set in the subject line field so later changes to these subjects would be a matter of updating one mail component.
matthew.elliott@redcross.org, proud to be a member of EV CONNECT FORUM since Mar 2020.

#2
(07-02-2020, 11:51 AM)matthew.elliott@redcross.org Wrote: When an organization needs to make a change to their standard email template, often they change the subject line as well. Currently if these emails are being sent via a workflow, this type of change requires manually updating the subject line on all workflows where they are used. If there are many workflows/workflow steps, this can become time consuming. Currently mail components aren't usable on these fields. Would it be possible to make this an option? That way a mail component could be created for a standard email subject line for that use case, then set in the subject line field so later changes to these subjects would be a matter of updating one mail component.

While the system will not allow you to directly select from the list of Mail Components for the subject line in workflows, I have had success with using these tags in the subject line just by copying and pasting the tags into there (Subject: #[MAIL_PART.CustomerNotification_Subject]#).

One thing to keep in mind, however, is that since Mail Components are created using a WYSIWYG method, the HTML tags (Ex. "<p>Subject Line Text</p>") may be included as plain text in the subject line if not removed either via the database or a business rule.
Sarah Schumacher
Service Desk Tool Administrator






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