Adding text placeholders to workflow messages
When users receive notifications or are assigned tasks through the workflow process, the more information that they are given, the quicker they should be able to act. A subject line that says Approve NPD – 72632: New Summer Pale Ale for Angel's BBQ is much more useful than something that says Approval Required.
In this recipe, we will show you how you can embed text from your workflow record into the messages that you send to the users, so that you can help your users help themselves.
How to do it...
To embed text placeholders into notification messages, follow these steps:
Open your workflow in design mode and select the workflow element that you want to include record-specific text within the notification messages. On all the message fields where you can add text from the workflow record, you will be able to see an Insert placeholder button.
When you click on Insert placeholder, a list of valid text placeholders will be shown. Some of these will...
