It is possible to customize the workflow task message text so that it conveys business-related information for the intended recipient.
The workflow task message includes a list of predefined Keywords. When you select a Keyword it serves as a place holder for the actual value it represents. When the alert message is generated, the keyword is replaced by the real value.
Note: The automatic replacement of keywords by the relevant values depends on the exact spelling, syntax and brackets. You may select a keyword, or enter it as free text. You must, however, repeat the spelling of the keyword as it is written in the Keywords list. Please note that any changes to an inserted keyword (e.g. removing a space) will prevent the replacement.
To edit workflow task emails:
- Edit the message body text as necessary. You may add keywords and/or custom text. To remove a keyword, simply delete it from the text.
- To add a keyword at any point in the subject line or body of the email:
- Position the insertion point at the place in the text where you want to include the keyword.
- Select the keyword from the Keywords list.
Click
Add keyword to Subject to add they keyword to the email subject line.Click
Add keyword to Message to add the keyword to the body of the email.
- If you want to revert to the default message, click Restore Defaults.
- Click OK to save your changes