how to design a custom email notification in the process model

Hi Appian Team,
My usecase is to generate a email notification which should have custom message like Form has been initiated on form start date , and display form due date . Please let me know how to design the same in the process model and share any reference material.
Thanks,
Priyanka

OriginalPostID-251739

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  • Hi @priyankav,

    You can use Send Email Smart Service to send emails in processes. Detailed documentation is available here - forum.appian.com/.../Send_Email_Smart_Service.html

    You can design your process model like something similar to attached file.

    Thanks
    Raj

  • @priyankav Hi, I am assuming that you are talking about a task and if that's the case, here goes a few steps which will help you accomplishing the desired functionality:
    1. Disable the global notifications and documentation at https://forum.appian.com/suite/help/16.3/Configuring_Notifications.html sheds more light on this if the Appian version is 16.2 or prior to 16.2. I believe this disabling at the global level step can be skipped and you may take advantage of the latest feature as specified at https://forum.appian.com/suite/help/16.3/Assignment_Tab.html#automated-activities provided if the Appian you are making use of is on 16.3 or later.
    2. Create a new process that accepts the taskId, email recipients and any other information (that needs to be included in the email, could be process variables from the source process or identifers that will help in querying the data from database) as inputs. To get the task id, a!queryProcessAnalytics is available out of the box and there are also few plugins available such as 'Get Process Task Id' at http://bit.ly/292HgJl and Task Smart Services plugin at http://bit.ly/28TJMpN. Also, this process should send an email based on the inputs it gets and uses a template that fits your business use case. Also, a plugin such as 'Text From Template' at http://bit.ly/2dO9hvs should aid you in making the process more dynamic.
    3. Initiate the process created above either from the escalation tab of the User Input Task or a process in parallel flow to the User Input Task(in this case, the process should be triggered post activation of User Input Task and you may use a timer of a very little duration to make sure that the User Input Task is triggered prior to activation of parallel flow). If I am not wrong, there is still some confusion around the way to start the process from escalation due to its design conflict with the deprecation made by Appian recently and you can see this discussion at /search?q=OriginalPostID-238470(especially last 9 or 10 comments).
    4. Additionally, include a logic to not send the email again just in case if there is a chance of revisiting the task because of back and forth navigation(which is quite common activity chaining).

    Let's see if other practitioners can add more valuable inputs.
  • Hi,

    You can achieve this by creating you own custom html templates and configure it in your smart service.
  • Hi Priyanka,

    You can create your own custom html template and then you can integrate that template with the send email smart service. You can give your desired custom message in that template.
  • Hi priyankav,

    You can create your own custom HTML template with required fields. You just configure the setup tab in Send Email Smart Service.
    In the setup tab you have message body, In that you have two options one is Enter text here and second one is Use a text or HTML template.
    You can enter text by using the expression or else you can choose your own HTML template.
    Your template will be scanned for substitution keys starting with "###" and ending with "###" symbol.
    So your template will be in the format something like this.......

    For example :

    Hi ###Assignee###,

    Form has been initiated :

    ###start date###

    ###due date###

    Thanks,
    ###Sender Name###

    your specified template will be automatically parsed for substitution fields and then you need to configure your fields.

    Here is the link where you can find clear information about it.
    docs.appian.com/.../Send_Email_Smart_Service.html

    Hope this helpful.

    Regards,
    Aswini