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Multimedia
nameWorkflow Design Wizard Tour Med.mp4
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Custom Messages

The Workflow Design Wizard will also automatically customize the Task Information, History, and Pending messages and Task Notification based on the type of step and assignment you chose. 

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Task Information

The Task Information message is set to either “{flow.name} requires (approval | processing)” depending on if an approval step or non-approval step.

History Message

The History Message is set to either “{flow.name} (approved | processed) by {subject.first.name} {subject.last.name}” depending on if an approval step or non-approval step.

Pending Message

The Pending Message is only set if the following step is assigned.

  • Assigned to email: Set to “The {flow.name} was sent to <email> for (approval | processing). An email notification has been sent.” depending on if an approval step or non-approval step.

  • Assigned to user: Set to “The {flow.name} was sent to user: <user> for (approval | processing). An email notification has been sent.” depending on if an approval step or non-approval step.

  • Assigned to roles: Set to “The {flow.name} was sent to role(s): <abbreviated_list_of_roles...> for (approval | processing). An email notification has been sent.” depending on if an approval step or non-approval step.

  • No assignment: Set to “The {flow.name} request was submitted for (approval | processing).” depending on if an approval step or non-approval step.

Task Notification Email

The Task Notification Email Subject is set to either “(Approval | Further Processing) needed for {flow.name} ” depending on if an approval step or non-approval step. The Task Notification email message is set based on the assignment.

  • If assignment is to either role or user or none: Set Task Notification email message to either “(Your approval | Further Processing) is needed for a {flow.name} .<br/><br/>You can access the {flow.name} via <a href="{task.list.url}">your task list</a>.” depending on if an approval step or non-approval step.

  • If assignment is to email: Set Task Notification email message to either “(Your approval | Further Processing) is needed for a {flow.name} .<br/><br/>You can access your task for the {flow.name} by clicking <a href=\\"'{task.perform.url}' ">this link</a>.” depending on if an approval step or non-approval step.

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