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Finance | Project Operations, Human Resources, ...
Answered

To customize the dynamic email's subject and content in workflow

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Posted on by 1,178
I have faced an issue that the email's subject and content is dynamic in workflow.
 
1. if the checkbox field, for example, urgency, is turned 'Yes', the mail notification in workflow will be
 
subject: (Urgent) xxxx
Content: It is in urgency....
 
Otherwise,
subject: xxxxx
Content: .....
 
Does the email notification have IF function in workflow?  for example: IF(%Urgent% ="Yes, "(Urgent)", "") xxxxx
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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,608 Super User 2025 Season 2 on at
    To customize the dynamic email's subject and content in workflow
    Hi,
    I agree with André that this requirement needs to be addressed through customization. As mentioned, you can achieve this by extending the workflow class
  • J_Lee Profile Picture
    1,178 on at
    To customize the dynamic email's subject and content in workflow
    May i know what the virtual field is? Is it the field in data entity?
  • Verified answer
    André Arnaud de Calavon Profile Picture
    297,200 Super User 2025 Season 2 on at
    To customize the dynamic email's subject and content in workflow
    HI J Lee,
     
    Out of the box there is no option to use e.g. functions or expressions. To avoid too many conditions in your flow, you can consider creating a virtual field that will be exposed by the workflow class. This is like a display method. In this method you can write all logic or load data from a configuration table to return an email subject.
  • J_Lee Profile Picture
    1,178 on at
    To customize the dynamic email's subject and content in workflow
    It will duplicate a lot of process boxes.
     
    Any flexible solutions?
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    26,292 Super User 2025 Season 2 on at
    To customize the dynamic email's subject and content in workflow
    Hi @J_Lee,
     
    You need to use conditional descision in WF.
     
     
    Best regards,
    Mohamed Amine MAHMOUDI

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