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Question

Question

Can I use the value from one field inside of another field?

asked on May 27, 2015

I'm trying to set up a an application system that will give the administrators the ability to edit all of the emails notifications that are sent throughout the process. If the email notifications were just static text, this would be easy enough - I could just create a field for each email's subject/text and assign them to a high-level folder in the repository. The admin could then edit them as needed, and my workflows can reference them.

However, I'd like to make the email text dynamic and include values from the application fields in a way that makes the language in the emails seem more natural.

 

E.g.:

Hello $Applicant_Name,

Thank you for applying to $Program_Name, here's what you have to do next...

etc.

 

If the notification text itself is a field, is it possible to include variables inside of it that reference other fields?

I'd prefer to not give give the admins access to the workflows for a number of reasons, which is why I don't want to just put the notification text directly into the email task in the workflow.

 

Thanks in advance!

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Answer

SELECTED ANSWER
replied on May 27, 2015

Yes.

This will result in:

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Replies

replied on May 27, 2015

If we're talking about Workflow, then yes, you can use other fields values as long as you get their values with a Retrieve Field Values and use the tokens generated by that activity.

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replied on May 27, 2015

Thanks for the response Miruna. Yes I'll be using workflow to send the emails.

Just to clarify, are you saying that if I include the tokens for the application fields in the notification fields, they'll render in the outgoing email even if I'm only including the token for the notification field in the workflow itself (so long as I'm retrieving the values for the application fields and creating the correct tokens for them)?

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replied on May 27, 2015

Fantastic, thanks so much! :)

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