You are viewing limited content. For full access, please sign in.

Question

Question

Feature Request: Conditional Statements in Emails

asked on June 20, 2014

We have a need to be able to only input certain information in an email if certain conditions are met.

 

For example: If we hire a new employee that is a teacher we would send them a welcome email that would include their network username, email address, and other system log in information. If we hire an administrator though, we need to also let them know their cell phone number, administrative systems, security codes to buildings, etc.

 

We could make multiple Service Tasks to accomplish this, but then if we change information in one we would need to check and see if the other tasks would need those changes as well. We also have the possibility of having around 15+ of these conditional emails that would need to be sent out.

 

If there was a way when creating the email to say show this section if position = Princ and show this section if position = Sec OR Princ, that would be a huge benefit.

2 0

Replies

replied on March 4, 2020 Show version history

Thanks for reminding me... I came across a classic real world use case for this feature a few weeks ago:

During an employee variation the employee's benefits are added or removed depending on their role. They may change from one role or department to another, and as a result gain or lose a benefit.

In the above example, simple conditional rules within the email would reduce this specific process design down to two email service tasks because we could conditionally include whether or not something was selected (and any relevant supporting information or attachments) in a single email.

I get that this could be pushed out to a workflow server but that isn't in line with our policy towards customer empowerment. Workflow requires elevated privilege and when not used properly can easily bring a server to it's knees.

So again, I guess, I want to take this opportunity to reiterate how powerful this improvement to the email service task of Laserfiche Forms could be, and how it would really improve the possibilities of the system. 

If the LF team want even more examples, I have at least 10 more in the Human Resources vertical alone, I'm happy to run them through it.

Thanks!

 

3 0
replied on November 4, 2018

Hi, it's me. From the future. 

Just wondering if 4 years on - there is any way to add conditional statements to emails? Would save a lot of time for more advanced users, and would make templating emails a breeze.

If you need an example.. 

We have a travel request form, where in its default state assumes that the person travelling is an employee. But there is an option to change this to Contractor or Guest. When you select Contractor or Guest, the Employee Fields are hidden (as they use a lookup), and instead a Guest or Contractor field is shown. 

We now have 3 different "Name" fields, and thus as many variables.

Solution 1:

Build 3 different emails with a logic gate in the process modeller. This is wasteful, and a chore to update if the content of the email changes.

Solution 2:

Add a hidden field to the form "Name Calculator" with an advanced formula that calculates the 'Name' based on which option is selected within the form. Use the "Name Calculator" variable in the email. Complex, but workable. Not ideal because a staging field "Name Calculator" is required.

Solution 3:

Allow simplified conditions/rules within the email subject and body. Only you guys can help here..

-

We have at least 20 more situations where conditional logic within the email body could really simplify the business processes.. and create some massive potential. (Think event management, customer complaints, warranty and returns, sales and delivery).

I can totally understand the reason behind not prioritising this feature as it will not be used by 80% of users, and would require debugging when done incorrectly... but when you next get around to adding a "Power User" feature.. It'd be great if this was at the top of that list!

Anyway! That's my +1.

2 0
replied on November 22, 2018

I just came across a need for this.  It would be very helpful.  Please bump it up on the roadmap.

1 0
replied on May 14, 2019

Hi team, me again, from the future.

Hoping we can get an official word on this once and for all? 

A suggestion I'd like to make in addition to ability to have conditional statements/functions within emails is to move the Email Service editor into a popup window like the Task Service Email Editor. This centered pop-up window is considerably more useful for editing emails in. 

Thank you!

1 0
replied on March 3, 2020

Hello, any update on this pop up? +1 for the Email editor popup windows as well !

Thanks

Veronique

1 0
replied on March 3, 2020 Show version history

Have you tried using formulas and/or javascript on the form itself to build your email in multi-line field.

Then just use the field token (or several fields) as parts of your email to your new employee?

 

Edit: Whoops meant to reply to the main thread.

replied on March 3, 2020 Show version history

Have you tried using formulas and/or javascript on the form itself to build your email in say a multi-line field.

Then just use the field token (or several fields) as parts of your email to your new employee?

1 0
replied on March 4, 2020

Brian I think most of us technical folk have had to resort to this and/or pushing out to workflow in doomsday scenarios as it is essentially the *only* way to do it. It is a really bad solution too, because it is a) difficult for your typical end user to do, and b) assumes that the form has all of the necessary answers inserted into variables at the time of submission.

0 0
replied on June 20, 2014

Thinking a little more about this, if you could utilize the jQuery UI library and use droppable interactions for sections of an email, you could then apply a condition to individual sections that would be dropped onto the email canvas.

0 0
replied on June 23, 2014

Thanks for your suggestion! We will consider this in future Forms.

0 0
replied on March 20, 2020

My workflow looks similar to the one posted. I would love to be able to build emails based on variables. Rather than using 9 different email tasks, I'd only need one.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.