WorkflowGen: Create Email Templates

Email templates in WorkflowGen enable easy, consistent communication.

Creating an HTML Text File and Formatting It

  1. The first line of the file should be SUBJECT: <your custom subject line>.
  2. You can have dynamic form data in the email. For the server URL (which will change between instances) use <WF_LINK_ACTIVITY_INST-LAUNCH> or <WF_LINK_ACTIVITY_INST_FORM>.
  3. Process data can be accessed using: WF_PROCESS_INST_RELDATA_VALUE. <your process dataname>.

For more information, the vendor, WorkflowGen, has additional documentation available on their website. Please note: You will need to use a user name and password to access the documentation. If you have not yet registered, you will need to do so. Registration is free of charge.

Creating a Data Name

  1. Under the Data tab in your process, make the Data Type file, e.g., REQUESTER_EMAIL_TEMPLATE.
  2. Browse to the location of the HTML file you created
  3. Upload the file.

Defining the Workflow Step that Activates an Email Send

  1. Set the criteria for and the recipients to whom you want to send an email.
  2. Under Template, choose the data field you created
  3. Click Add.