Difference between revisions of "Setting the Message Type in an Acknowledgment Workflow"

 
 
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There are four possible message types:
 
There are four possible message types:
  
 
* '''No message required''' – no message will be sent when the step triggers.
 
* '''No message required''' – no message will be sent when the step triggers.
 
* '''Quick Message only''' – a [[SmartSimple]] [[Internal|internal]] instant message will be generated but no [[External|external]] e-mail.
 
* '''Quick Message only''' – a [[SmartSimple]] [[Internal|internal]] instant message will be generated but no [[External|external]] e-mail.
* '''E-mail Only''' – an [[External|external]] e-mail will be generated but no [[Internal|internal]] instant message.  Use this option when the recipients of the step are not able to access [[SmartSimple]].
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* '''E-mail Only''' – an [[External|external]] e-mail will be generated but no [[Internal|internal]] instant message.
 
* '''Quick Message and E-mail''' – both an instant message and an e-mail are sent.
 
* '''Quick Message and E-mail''' – both an instant message and an e-mail are sent.
  
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* The '''@firstname@''' variable will be replaced by the first name of each recipient.
 
* The '''@firstname@''' variable will be replaced by the first name of each recipient.
  
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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{{PrevNextStart}} [[Adding a Workflow Task in an Acknowledgment Workflow]]
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{{PrevNextMid}} [[Setting the Step Role in an Acknowledgment Workflow]]
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Latest revision as of 10:31, 8 May 2013


There are four possible message types:

  • No message required – no message will be sent when the step triggers.
  • Quick Message only – a SmartSimple internal instant message will be generated but no external e-mail.
  • E-mail Only – an external e-mail will be generated but no internal instant message.
  • Quick Message and E-mail – both an instant message and an e-mail are sent.

1. Set the Message Type to Quick Message Only.

Ark9.png

Setting the Subject and Message

The e-mail subject and message can be created using text or variables.

1. Set the Message Subject to A new contact has been added.

2. Set the Message body as shown below:

Dear @firstname@,

A new contact has been added to the system.

  • The @firstname@ variable will be replaced by the first name of each recipient.




Previous.png Adding a Workflow Task in an Acknowledgment Workflow Setting the Step Role in an Acknowledgment Workflow

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