To send notifications to users, you add the Notification block to workflows.
Complete the following steps:
Information page
- Select the notification method. You can select Workstream, or Email, or both.
- To automatically include a link to the asset that triggered the workflow when the workflow is run, select Include Link.
Recipients page
- To send the notification to users by roles you can select all roles, or one or more roles.
- Enter the names of the users that you want to be notified. The users must have been added to the People page.
- From the Fields list, select one or more fields to dynamically send the notification to a user that is referenced in the object.
- Enter one or more email addresses.
Message
Define the subject line and message. To add metadata fields, click the Add Metadata button 
.
You can use more advanced references:
{{assigned_to.<external_id>}}
Adds a field from an asset's assigned to user field based on the field's external ID. The same syntax can also be used for other user fields like Created By or Changed by.
{{GlobalSetting['GS.sometest']}}
Global Settings can be referenced in the text of the email. This can be useful when you use a Development, Staging, or Pre-Production environment in combination with Oomnitza's Configuration Migration tool. By using a global setting instead of a hard-coded value, you can have different values, such as URLs, set up for different accounts.
In the message body, you can enter plain text as well as raw HTML. When you use raw HTML, make sure you remove line breaks as these would otherwise show up as additional line breaks in the resulting HTML email. Use the <br /> tag to insert a line break in the raw HTML.
<html>
<body>
<div style="color: #333333; font-size: 17px;"><p style="text-align: center;"><span style="color: #111111; font-size: 32px;">Notification</span></p>
<hr style="height: 3px; background: radial-gradient(cyan, blue);" />
<p><strong>Some notification headline goes here</strong></p>
<p>Hi {{first_name}},</p>
<p>enter the detailed text for the email here. <br />
in case the email should have paragraphs use the br tag as shown here:<br />
<ol style="letter-spacing: -0.39px; line-height: 40px;">
<li>you can also include lists</li>
<li>and a second bullet within this list</li>
</ol><br />
Thanks</p>
<p> The Oomnitza team</p>
<br />
<hr style="height: 3px; background: radial-gradient(cyan, blue);" />
</div>
</body>
</html>
Sample message
Note
You can configure the header and footer of the email by configuring the email.header and email.footer variables in the Global Settings table. Click Configuration > General > Global Settings.
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