Customizing Email Subject Line

When you send task notification emails from various trigger points, you can customize the email subject line to provide more context to those notifications. You must have the permissions to configure a Business Process to access the node Customize Email grouping node.

The majority of the BPs include email subjects for Personal Tasks, CC'd Tasks, Overdue Personal Tasks, Record Workflow Complete, and Decline Tasks. The Request for Bid (RFB) types of BPs also include email subjects for Login Information, Bid Invitation, and Due Date Change.

Note: The email subject lines can be configured only for workflow-type business processes.

The Subject Line node contains a table of email types and preferred languages. You can configure the email subject line in multiple languages as set in the Company Preferences. The language that is set to "Active" in the Internationalization node is the only language displayed in the right pane.

To customize the email subject line:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Configuration, and then select Business Process.
  3. In the Configuration - Business Processes log, locate and open the applicable BP.
  4. In the left Navigator, select Customize Email, and then select Subject Line.
  5. Go to the column of the applicable language, and click the Configure icon for the email type.

    Note: The preferred language must be selected as "Active" in the Internationalization node.

  6. In the Subject Line in [language] dialog box that appears, enter or edit the subject line in the free form text field.

    Notes:

    • The subject line can be a combination of simple text, shell information, data elements from the BP Upper Forms, and Workflow steps.
    • The maximum number of characters must be fewer than 299.
  7. Select the data elements from the grid in the lower section of the dialog box.

    Note: The <DE Label> is displayed if the selected data element does not hold a value in the runtime.

  8. Click Save.

The language column shows the email subject line corresponding to the email type.

Note: DEs of type Rich text are not available to be added in the email subject line configuration, or to be added to the custom email content.


Last Published Monday, April 14, 2025