KB-1131 How to customize user account creation emails

This article outlines steps to customize the default behavior for sending emails when a new user account is created in Appian. When a user is created with the Add User Smart Service, an email is automatically sent with a temporary password. There may be a use case where this email needs to be changed or to be skipped for various reasons. This can be achieved by taking the steps below:

  1. Install the Personalization Utilities shared component from Appian Forum using the steps in Appian Plug-ins.
  2. Create a new process model in Appian Designer.
  3. The shared component will add a new smart service, called Create User With i18n under Identity Management. Move this node into the current process.
  4. Configure the smart service inputs as it was done before in Add User. This will only create a user but not send an email. If a custom email needs to be sent to the user, only then continue with the steps below.
    1. Use a Send E-Mail node from Communication smart services. Place this node after the Create User with i18n node and before the end node.
    2. Configure the email node such that the email is sent to the new user, then configure other available settings as required.
    3. Use the File > Start Process for Debugging to run this process and test the above steps.
  5. This process model can now be used in an action or a sub-process in order to be automated.

Affected Versions

This article applies to all versions of Appian.

Last Reviewed: February 2017

Related
Recommended