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 customized email subject can be a combination of simple text, shell information, data elements from the Business Process Upper forms, and Workflow steps.

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. Click Configuration > Business Process > select a Business Process name from the right pane > select Customize Email > Subject Line.
  2. Go to the column of the desired language and select the Configure icon for the email type.

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

  3. In the window 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.
  4. Select the data elements from the grid that follows.

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

  5. 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, August 28, 2023