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Mail components
#1
Hello,

We are using the mail components in our workflows.
In a certain workflow, there's a questionnaire that a technician must answer when finishing the request. We want to insert a mail component that sends a response to the requestor based on the answers that the technician gave.

Is it possible to create tags to the question results?

Thank you!
pms23, proud to be a member of EV CONNECT FORUM since Apr 2017.

#2
(06-11-2018, 04:52 AM)pms23 Wrote: Hello,

We are using the mail components in our workflows.
In a certain workflow, there's a questionnaire that a technician must answer when finishing the request. We want to insert a mail component that sends a response to the requestor based on the answers that the technician gave.

Is it possible to create tags to the question results?

Thank you!

I think i understand what you're trying to do. Others may have an opinion on this and I could be wrong but couldn't you just take the tech questionnaire and target certain fields so the data is stored, and then create a mail component and utilize the tags to reference these fields? Then either through a business rule or part of the workflow fire off the email after the tech completes the questionnaire and the action.
Bjhobbs, proud to be a member of EV CONNECT FORUM since Nov 2015.

#3
(06-11-2018, 06:48 AM)Bjhobbs Wrote:
(06-11-2018, 04:52 AM)pms23 Wrote: Hello,

We are using the mail components in our workflows.
In a certain workflow, there's a questionnaire that a technician must answer when finishing the request. We want to insert a mail component that sends a response to the requestor based on the answers that the technician gave.

Is it possible to create tags to the question results?

Thank you!

I think i understand what you're trying to do. Others may have an opinion on this and I could be wrong but couldn't you just take the tech questionnaire and target certain fields so the data is stored, and then create a mail component and utilize the tags to reference these fields? Then either through a business rule or part of the workflow fire off the email after the tech completes the questionnaire and the action.

Hello,
You can use #[WF_TAGS.QUESTION_RESULTS_HTML]# but it included all questions/answers then like Bjhobbs say for only included some question you must create a custom business rule to store in 1 field desired questions/answers.

P.ABBE
ABBE Philippe, proud to be a member of EV CONNECT FORUM since Nov 2015.

#4
Or you can create a DB update step for each question, store the value as a instance variable then include in your notification. Notification is best in WF if it always fires after the tech completed their action. 
Jack Reeder
FMX Solutions Inc.
Jack.Reeder@fmxsolutions.com

#5
Thank you all for your responses. Smile

We decided to use #[WF_TAGS.QUESTION_RESULTS_HTML]# as this can summarize the answers to the request.
pms23, proud to be a member of EV CONNECT FORUM since Apr 2017.

#6
Hi Paula, did this solution turn out to work in practice btw? We could use something like this as well at our firm.
BradfordC, proud to be a member of EV CONNECT FORUM since Jun 2018.

#7
Hi Bradford,

Yes, it's working. We decided to use #[WF_TAGS.QUESTION_RESULTS_HTML]# to show all the questions and its answers.
If you only want to show a specific question, then I think you need to follow the tips presented above, like "create a custom business rule to store in 1 field desired questions/answers".
pms23, proud to be a member of EV CONNECT FORUM since Apr 2017.






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