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Feature Request: Ability to manage email display names in Workflow in Cloud

posted on June 13, 2024

It looks like on prem users are able to change email display names through workflows, but this is not yet an option on Cloud. Business Processes offer that feature, so I'm hoping it will be rolled out soon.

Does anyone know if this is in progress, or if there is a workaround for the time being?

We're looking at automating emailing invoices to customers, but sending an email from Laserfiche Notification doesn't have the same appeal to it.

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replied on September 10, 2024

Hi Sarah,

We're in the planning stages for adding this in the Workflow right now. I'll keep this thread posted but we are aiming for before Q1 of 2025, hopefully before end of year! 

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replied on September 11, 2024

Beautiful, thank you so much Tesia! :)

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replied on June 14, 2024

Hi , have you noticed if you drop html into the email activity in a workflow, it sends the mail as rich text?  I don't think it's documented, but I've used it and it worked.  The only thing i've noticed is the mail formatting appearance appears differently when viewed say in outlook desktop v the cloud experience but i think that's an outlook thing.

 

That said, a proper HTML editor in workflows would certainly help the appearance of outbound workflow messaging.

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replied on June 17, 2024

I'll play around with that in the meantime, thanks!

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replied on June 13, 2024

In addition to this, a rich text editor would be greatly appreciated in workflow email tasks, like it is available through business processes.

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