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Send email activity populate body with input record varaibles

Community Alums
Not applicable

I have a case table that is having a process definition linked to it.

I am trying to add a new activity 'Send Email' in process automation designer. This displays the Email form on the agent workspace(via playbook tab) with details To, To email address, Subject and body.

I wanted to pre-fill the body of this activity automatically using a sample text along with few information from case record.

If i use the data pill it takes the complete content from the field but i want to place a email body with text and variables on form similar to flow designer.

 

Any ideas on this?

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

This issue solved with workaround. 
Created new activity and associated with a new subflow.

The output of this activity is then used in the send email activity

 

Subflow -

inputs --> Case record 

outputs--> Email body

 

Used action 'Get Catalog Variables' and prepared email body by assigning it to output variable.

View solution in original post

2 REPLIES 2

Community Alums
Not applicable

This issue solved with workaround. 
Created new activity and associated with a new subflow.

The output of this activity is then used in the send email activity

 

Subflow -

inputs --> Case record 

outputs--> Email body

 

Used action 'Get Catalog Variables' and prepared email body by assigning it to output variable.

Hi,

 

Is it possible for you to share what your subflow looks like? I have a same requirement and have trouble making the email body because the requirement has dynamic fields needed to be included.

 

Thanks!