Changes

Password Variables to Set or Reset User Passwords

376 bytes removed, 19:11, 27 October 2023
m
Workflow and System Email Templates
If you need help updating email templates for new users or password resets, reach out to our Support team.
==Areas for reviewReview==Depending on the configuration of your system, there There may be references to the soon-to-be deprecated variables within multiple areas of your workflow emailssystem. Be sure These will need to be changed prior to check these as well as part of your reviewthe upgrade. Make sure  An easy way to see and check any existing workflow the content of all system emails for these soon-deprecated variables is to: * Navigate to-be '''Menu Icon > Global Settings > Communications > System Email Templates'''.* Click the '''Export Emails''' button top left above the list. This will export the list of system emails as an excel file.* Search the column called '''Email Body''' for all deprecated variablescontained within system emails. If you find anything that needs to be updated, go back into the system and update the relevant email by clicking on the '''Edit System Email''' button (pencil icon) next to the relevant system email template. If you need help, contact our Support team. See below for more information regarding changing system email templates.
===Password and Activation Policies===
These Clicking the '''Sample Template''' link will replace the existing email templates are located at template, with a sample template from SmartSimple which contains the new activation link variable. You may then modify the template as needed. You may alternately access this template by going to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab >''' Password and Activation Policies''' > '''Activation Emails''' tab. Clicking the '''Sample Template''' link will replace the existing email template, with a sample template from SmartSimple which contains the new activation link variable. You can of course modify this template as needed but be sure to place the variable in the appropriate place. 
===User Signup Pages===
Depending on how your user signup pages are configured, you may also need to update signup page templates for new users which can be found at . You may alternately access these templates by navigating to '''Menu Icon''' > '''Global Settings''' > '''CommunicationsUsers''' >''' System Email Templates'''. You can filter the list by searching for “Signup Page”. You can also review the list of all User Signup Pages by navigating to: '''Menu Icon > Global Settings > Users > Signup Pages'''.
===Workflow and System Email Templates===
Password variables can also be found in workflow emails, usually in such as "User workflow " type workflows where a workflow can is used to activate and send an activation email to a user.<br />Sometimes password variables can also be used in standard workflow emails. This makes them difficult to find. The recommendation on how to find them is to follow the following steps: * Navigate to '''Menu Icon > Global Settings > Communications > System Email Templates'''. You can filter the list by searching for “Workflow Email”.* Depending on your specific system configuration you might have many emails to review.* The easiest way to do this is to export them using the '''Export Emails''' button.* This will export the list to an excel file.* Now you can search excel for all variables. If you find anything which needs to be updated you can go back to the system and update relevant email by clicking on the pencil button next to the relevant template.
==See Also==
Smartstaff
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