Personalized mail notifications (Workflow) : Portal

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Ziyad. harroud

started a topic about 1 year ago

Hello,

I am currently developing a workflow dedicated to the creation of client accounts. Following the successful validation of each account request, I aim to send out personalized email notifications. These notifications will encompass essential details that were input during the process, notably including the Account ID and the client's name... Is it possible ?

Thank you..

Best Answer

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Stéphanie FOURRIER said about 1 year ago

Hi Ziyad,

Yes it's possible with the new workflows included in the 2023.0 version.

Please have a look at the dedicated documentation section and get back to us if you face any issues: https://www.semarchy.com/doc/semarchy-xdm/xdm/2023.3/Design/workflows/workflow-automations.html#_configure_a_send_email_automation

I hope this helps.

Best regards,

Stéphanie.

S

Stéphanie FOURRIER

said about 1 year ago

Answer

Hi Ziyad,

Yes it's possible with the new workflows included in the 2023.0 version.

Please have a look at the dedicated documentation section and get back to us if you face any issues: https://www.semarchy.com/doc/semarchy-xdm/xdm/2023.3/Design/workflows/workflow-automations.html#_configure_a_send_email_automation

I hope this helps.

Best regards,

Stéphanie.

Z

Ziyad. harroud

said about 1 year ago

Hey Stephanie,

Thank you for your reply.

Is there no way to do it in the old version (v5.2.7).

Best regards.

S

Stéphanie FOURRIER

said about 1 year ago

Hi Ziyad,

there was, but not a native functionnality, using a plugin that the support team would send to you as well as the sample use-case and explanations on how to use it. Please raise a support ticket so that the team can give you more inputs (I can't send it publicly in this topic thread).

Best regards,

Stéphanie.