I'm able to see where to use Send Invitation now, and the instructions says that you can customize the Invitation email, but I can't find where the workflow is to do that. Can you point me in the right direction please?
I'm able to see where to use Send Invitation now, and the instructions says that you can customize the Invitation email, but I can't find where the workflow is to do that. Can you point me in the right direction please?
Hi Anlai,
According to the article you provided, you could get the workflow follow the picture bellow.
If you want to find this workflow, you could go to Settings->Customizations->Customize the System.
Then find "Send Invitation" workflow in the page.
Deactivate it first and then open the workflow, click on "set properties" behind "Email" and then you could customize the template as you wish.
After you customizing the email, remember to Activate the workflow again.
Hope it helps.
Best Regards
Leo
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,269 Super User 2024 Season 2
Martin Dráb 230,198 Most Valuable Professional
nmaenpaa 101,156