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Posted

As part of a Human task we capture some details using "Capture Task Fields" and would like to use them in the following Auto node to send an email. Will I be able to do this straight from task field into an email template or would I need to map to a custom field and then use the custom field in the email template.

Posted
2 minutes ago, Kelvin said:

would I need to map to a custom field and then use the custom field in the email template

^ This :)

 

Posted
4 minutes ago, Victor said:

^ This :)

 

@VictorIm also guessing that I cant use the custom Text fields :( I will have to use a VARCHAR field.

Posted
1 minute ago, Kelvin said:

I cant use the custom Text fields

Why would you think that?

What I would to to make it easy in the template is actually to build the email text in a text custom field...  add all the task fields in a custom text field and put that filed in the template and done... obviously, less formatting options in the template this way...

Posted
5 minutes ago, Victor said:

Why would you think that?

h_custom_31 - h_custom_40 are not available in the variable picker in the email templates.

Posted

... and if you really want to use Custom 31 - 40 you can build a template against Requests Extended entity but you won't have many of request data that you would have in a template for Requests...

image.png

 

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