Setting the Message Type in a Request for Approval Workflow

1. Set the Message Type to Quick Message Only.

Setting the Subject and Message

1. Set the Message Subject as shown below.

The variable @sendercompany@ will be replaced with the name of the company associated with the person that triggers the workflow.

2. Set the Message body as shown below:

• The @firstname@ variable will be replaced by the first name of each recipient.
• The @senderfirstname@ variable will be replaced with the first name of the sender – the initiator of the workflow.
• The @objectname@ variable will be replaced by the name of the file.

• Similar to how we can list out the level 2 activities in a web page view using the code:

<table>[#(?object=object;orderby=field)<tr><td>~field~</td><td>~field~</td><td>~field~</td><td>$customfield id$</td></tr>#]</table>

We can now do the same thing inside a workflow. The result however will not be HTML enabled, but it follows the same syntax.

Attaching the Object

1. Click the checkbox of the Attach object field.

2. This will allow the file to be attached to the workflow request.

Adding a Step to a Request for Approval Workflow

Setting the Step Role in a Request for Approval Workflow