Insert a field variable into email message text

To provide contextual information in an email message, you can include topic and action field variables in the message subject and text. When the message is generated, field variables are replaced by the current values.

For example, an email notification rule that includes field variables in the message text appears as follows:

The state for the <<topic.TOPIC_NAME>> topic has been changed to <<topic.CURRENT_STATE_ID>>. The following reason for this change was provided: <<topic.STATE_CHANGE_REASON>>.

When an email message is generated based on this rule, the body of the actual message might read:

The state for the Acetaminophen and Alcohol Use topic has been changed to Closed. The following reason for this change was provided: This is a known, labeled risk.

Note:

Before including fields in the message subject or message text, ensure that the resulting emails will not contain sensitive or confidential information.

1. In the left navigation pane, click the Settings icon ().
2. In the Configure System section, click Manage Topic Workflow Configurations.
3. Click the configuration's Row Action menu (), and then click Edit.
4. On the Edit Topic Workflow Configuration page, click the Email Notifications card.
5. Add or edit the email notification rule:
   • To add a rule, click the Add Email Notification Rule link.
   • To edit a rule, click the notification rule's Row Action menu (), and then click Edit.

     Note:

     You can edit any email notification rule, even one you didn't define.
6. In the Message text field on the Add Email Notification Rule or Edit Email Notification Rule page, click Show Fields.

   For a topic-related email notification reason, a page lists all topic fields. For an action-related reason, the page lists all topic fields and all action fields.

7. Highlight a field to insert a variable for it into the message text.

   The field variable is inserted at the location of the cursor.

8. Click OK.

   Note:

   Action emails trigger when you click Save on the Topic Action page. Any topic field included in an Action email message reflects the last saved General Information value.