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Finance | Project Operations, Human Resources, ...
Suggested answer

Workflow place holders

Posted on by 65

Dear All,

Can you let me know the workflow place holders relavent for Time-off request approval email

Thank you

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Workflow place holders

    There must be some 'way' I believe. You may have to check with the developer to find the way forward.

    Else; case log to MS to get a clarity if anything can be achieved through standard application.

    Kindly keep us posted for the outcome.

    Regards,
    Sourav

  • Mukharjee Profile Picture
    Mukharjee 65 on at
    RE: Workflow place holders

    Hi,

    Thank you for the inputs.  

    i would like to add the place holders in the email template than can be attached to the Leave request workflow.

    currently i am able to use the following place holders only.  %for%, %subject%, %message% etc.

    looks like we cannot use place holders like "worker" etc.

    Additonal info: For transfer workflow, employee place holder is added sometime back. currently am able to design the email template as follows(draft) :  Dear Manager,

    Kindly note the absence leave request %for%  is initiated using MS D365 HR Platform, please review this request.

    <Br> </Br>

    <p><STRONG>Leave details: </p>

    <P><STRONG><FONT face="Arial Unicode MS">Event:</STRONG>  %subject%</P>

    <P><FONT face="Arial Unicode MS">Action: %message% </FONT></P>

    <P><FONT face="Arial Unicode MS"><STRONG>Topic: %for%</P>

    <P><STRONG>Legal entity:</STRONG>  %company%</P>

    <P><A href="Dynamics://%LinkToBusinessData%"><FONT face="Arial Unicode MS">Go to   %for%</FONT></A></P>

    <p> </p>

    <P>Thank you</p>

    People Team

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Workflow place holders

    Sorry question is not quite clear to me!

    Would like to know if you are looking for the usage of the placeholder in workflow configuration or any other specific detail?

    If you have email notification enabled where once the work item is created, it will trigger a mail to the approver; then placeholder will play a good role here.

    In placeholder, you may set multiple related details for the document where this workflow is used for. So that, once the email is triggered; the approver could easily see few specific information that the document is created with in his/her mail itself.

    Example; submitted by, the worker name, link to click from the mail, any other specific detail as set in the placeholder.

    Regards,
    Sourav

  • Suggested answer
    Jie G Profile Picture
    Jie G on at
    RE: Workflow place holders

    Hi Mukharjee,

    Do you mean the 'Leave and absence request' workflow? What is your requirement.

    You can find all the out of box place holders in the Basic settings of the workflow:

    WFPlaceHolder.jpg

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