HTML in Notifications

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Notifications can be sent to stakeholders identified in the workflow to alert them to action needed or other key stages of the workflow. Notifications are behaviors assigned to paths within a workflow. When a user has been notified, the instance is shown on their PerfectForms™ Dashboards page in the Attention Needed graph. A notification can also be sent via e-mail.

 

The message text of a notification is defined on the Messages tab of the Edit Notifications dialog.

 

Click to expand image.

 

The body is where the message text is actually composed. Content added to the Text tab is what your users will see when the notification is displayed in the Notifications Dashboard or when it is sent by e-mail. If you choose to have your notification sent by e-mail, and also wish to include HTML elements in your message body, then you may create a separate message on the HTML tab. If a message has been defined on the HTML tab then it is that content that will be used when the e-mail notification is sent.

 

Note: If you compose your message body using the HTML tab, it is recommended that you also create a text version of that message in the Text tab to ensure your message displays correctly in the Notifications Dashboard. The Notifications Dashboard does not support HTML.

 

To compose the body of your notification message using HTML elements, complete the steps below.

 

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1.On the Edit Notifications > Message tab, select the HTML tab.
2.Ensure that the Send by email check box is selected. If the Send by email check box is not selected, the HTML tab will be disabled.
3.Enter the text for the body of your message. In the body you can use HTML elements, insert a field from your form, insert a link to the URL or insert a form instance number. You can also choose to add a mobile approval version of the form that users can access through their mobile devices.

HTML Tab

Updated: 31/01/2012  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_html_in_notifications.htm
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