Adding metadata to workflow blocks

You can use Oomnitza's workflow engine to send dynamic messages. The notify block, as well as other blocks such as the API block, extract metadata from users, assets, and other objects which can be included in the message.

Accessing metadata fields

To access the metadata fields, click Add Metadata .   

You can choose a field from the object that triggers the workflow. 

If you decide to manually add metadata, it is important to reference the correct external ID of the field. For example, if you type the external ID for a field such as {{serial_number}} instead of {{serial_no}}, the workflow will fail to retrieve the information. You can check a field's external ID by opening the field in the Configuration > Data model page. 

Accessing metadata fields that have object data types

If the field has an Oomnitza object as its data type you can use dot notation to access the object's values.

Figure: The Assigned to field which uses the Users object as a data type

Let's take the Assigned To field in Assets as an example.

Since the Assigned To field uses the Users object as its data type, you can use dot notation to navigate through the fields in the User object and access specific information. For example, if you want to retrieve the email address of a user assigned to an asset, you can use the notation assigned_to.email

You can access all of the object's fields such as:

• assigned_to.address
• assigned_to.first_name
• assigned_to.last_name
• assigned_to.phone_number
• assigned_to.role
• assigned_to.user_id
• assigned_to.username

Figure: Creating an asset using the Windows Autopilot Assign User To Asset preset.

Did you know?
You can also use the dot notation to delve deeper into an object's metadata. For example, {{assigned_to.created_by.email}}, will retrieve the email of the user who created the assigned to user.