Workflow Email Templates

Hello Community,

The process of creating a workflow email template and adding it to a backup doesn't seem to be documented anywhere. I know how to do it but is this tribal knowledge? My client is asking for docs on how. I can create a doc on how but hoping they already exist.

Thanks

Scott Nichols

Posted 1 year ago · Edited 1 year ago·Last reply 1 year ago

2 comments

Elliott Diehm

·1 year ago

When I asked Collibra about email templates, I was told that they were not supported. I no longer see anything in the email workflow task that refers to an email template. Let me know if you find out that they can be used.

Scott Nichols

OP1 year ago · Edited

They can still be used. Maybe's there's a new way to create email templates since they said it's not supported?

I'm using them on a current client project. Here's some info on how to set them up. First, create a config and customizations only DGC backup. Download the backup and unzip. You'll see the email templates in folder of dgc/email-templates/workflow-notifications. Then there's a subfolder for each workflow process name (the camel text name version of the workflow). Each template is within the workflow-notifications folder.

The template filename is the second argument in the mail.sendMails API used in the workflows. You can add variables to the template too. These start with a dollar sign ($), and are set in the workflow with the execution.setVariable operation.

Once you are done with your templates zip the entire backup folder structure and restore into DGC.