Jump to content
Michael Sharp

Custom Field Variables in Email Notifications

Recommended Posts

I have an issue where when an email notification is sent, the template does not pull through custom field values e.g. "H_custom_a".  These fields are currently populated during progressive capture.  Please can someone explain where I might be going wrong?

 

Share this post


Link to post
Share on other sites

It's because the custom field value populated through progressive capture is not stored in the requests table, which is the table that provides values for variables in the template...

Share this post


Link to post
Share on other sites

I don't this is possible with current functionality, it would require some new functionality to be implemented....

Share this post


Link to post
Share on other sites

Actually, let me have a quick look into this, I think it is possible but I need some more information. I'll get back to you on this.

Share this post


Link to post
Share on other sites

Right, so it should be possible but it would require some changes to be implemented first...

Share this post


Link to post
Share on other sites
On ‎28‎/‎07‎/‎2016 at 2:43 PM, Victor said:

Right, so it should be possible but it would require some changes to be implemented first...

Hi Victor, sounds great.  Where do we start?

Mike.

Share this post


Link to post
Share on other sites

I've just added some custom fields (h_custom_a) to a request but to add them to an email template you have to use ' {{Extended Information.H_custom_1}} ' etc.

1-20 = a-z according to the wiki page

Thanks

Tina

Using Custom Questions and Answers in Email Templates

If you have a requirement to include the answers to custom questions in email templates within your business process, it is now possible to utilise the above mapping to write the answers to the custom questions into default fields which are immediately available to use as variables when creating your email templates.

By using the above mapping to any of the requests custom fields, when creating your email template, simply look for the Extended Information options available from the variables drop down pick list. The Extended Information options are listed as 1 through to 20 and these equate to the custom fields a through to p which you will have mapped to. By selecting the required variable in your email template, this will pass through the answer from your custom question which has been mapped to the corresponding custom field.

Share this post


Link to post
Share on other sites

I did try this the other day and it did not work... I remember they (development) said something was broken in a flowcode... They must have fixed it and they did not tell me :( 

 

EDIT: @Michael Sharp can you follow the steps outlined by Tina and see if it works? :)

Share this post


Link to post
Share on other sites
7 hours ago, Tina.Lapere said:

I've just added some custom fields (h_custom_a) to a request but to add them to an email template you have to use ' {{Extended Information.H_custom_1}} ' etc.

1-20 = a-z according to the wiki page

Thanks

Tina

Using Custom Questions and Answers in Email Templates

If you have a requirement to include the answers to custom questions in email templates within your business process, it is now possible to utilise the above mapping to write the answers to the custom questions into default fields which are immediately available to use as variables when creating your email templates.

By using the above mapping to any of the requests custom fields, when creating your email template, simply look for the Extended Information options available from the variables drop down pick list. The Extended Information options are listed as 1 through to 20 and these equate to the custom fields a through to p which you will have mapped to. By selecting the required variable in your email template, this will pass through the answer from your custom question which has been mapped to the corresponding custom field.

Works perfectly - why on Earth this isn't more logical I don't know!

Thanks,

Mike.

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

×
×
  • Create New...