Email Template and Custom Forms

[DougA]

We're using custom forms extensively to provide context sensitive questions in Service Config Items. I'm now working towards emailing notifications to the relevant teams but can't figure out how to get the information from the custom form into the template.

Any guidance?

Your help, as ever, is appreciated.

Regards
Doug

 

[Steven Boardman]

Hi @DougA

It is possible to use the answers from custom forms in Progressive Capture in Email templates.  In order to achieve this you would need to map the answers from the PC Custom forms into the custom fields of the request, and then use these fields in the email templates.

There is some information on the wiki which explains:

(a) How to map custom form answers to custom fields on a request

(b) How to then use these custom fields in an email template.

https://wiki.hornbill.com/index.php/Progressive_Capture_Designer - See Mapping fields from customised forms section

One additional benefit of this approach is that it allows you to retain the original answer in the questions section, and then if needed allow for the answers to be updated in the details section of the request forms.

Hope this helps 

Steve

[DougA]

@Steven Boardman

Thanks for assist. I've modified the custom form, the business process to use the custom fields instead of the answers. Added the custom fields into the template and it works!

Thanks for guidance

Doug