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Getting access to the Certification Element fields of a Certification Task

ericroberts
Tera Contributor

I have a Certification Schedule that has Display Fields = User adn Certification Fields = Role.

I have 3 users that match the Cert. Filter in the Cert. Schedule.  I have a Notification Email with generic out of the box verbiage that the assigned to user has a Data Cert task to go approve/reject using the Data Certification plugin.

The Certification Task (ie: TSK0010033) that is created shows the User names at the bottom of the TSK record...as expected.

Is there a way to collect those user names so I can add them to the email.  I cannot figure out where the relationship is from the original cert_task record...I have hte sysID of the Cert_Task record ... but I can't figure out where to go to drill down into those Display Fields.

My ultimate goal is to update the email template to add hte list of users who are a part of this cert task ... so the manager sees right in the email who the employees are who need certified.

A stretch goal would be to then create an inbound email action to automate approving all of these cert elements.  I know in the real world only a subset of the users might be approved ..and some rejected .. but for us...99% of the time it's just a rubber stamp ... approve all.  

Thanks for any help.

ER

5 REPLIES 5

Melissa Berry
Tera Guru

@ericroberts - were you able to figure this out? I am having a similar issue.

I need to pull the user from the Cert Task onto the Certification Element form and cannot find a way to get to it.

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