KB-1131 How to customize user account creation emails

Parmida Borhani — Mon, 02 Aug 2021 04:44:51 GMT

Current Revision posted to Appian Knowledge Base by Parmida Borhani on 8/2/2021 4:44:51 AM

Purpose

When a new user account is created in Appian, by default an email is automatically sent to the user with a temporary password. There may be a use case where this email needs to be changed or to be skipped. This article outlines steps to customize the default behavior for sending emails when a user account is created.

Instructions

Appian 20.3 and Later

Use the Create User Smart Service to create the new users. This smart service allows you to customize whether emails are sent to new users.

Appian 20.2 and Earlier

Install the Personalization Utilities plug-in from the Appian AppMarket.
Use the Create User With i18n Smart Service that was added by the plugin to create a user without sending an email. If a custom email needs to be sent to the user, leverage the Send E-Mail Smart Service.

Affected Versions

This article applies to all versions of Appian.

Last Reviewed: August 2021

Tags: administration, email, plug-ins, how-to, users

KB-1131 How to customize user account creation emails

Nick Vigilante — Fri, 24 Feb 2017 14:16:48 GMT

Revision 1 posted to Appian Knowledge Base by Nick Vigilante on 2/24/2017 2:16:48 PM

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:

Install the Personalization Utilities shared component from Appian Forum using the steps in Appian Plug-ins.
Create a new process model in Appian Designer.
The shared component will add a new smart service, called Create User With i18n under Identity Management. Move this node into the current process.
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.
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

Tags: email, plug-ins, how-to, users