Email Digest Workflow Configuration
Last updated
Last updated
Copyright © 2024, Inogic, All Rights Reserved.
With Email Digest Workflow feature, users with an Alerts4Dynamics administrator role, manager, or user role can receive, unread, read not dismissed, or all notifications as email. Users can receive the email automatically on a Daily, weekly, and Monthly basis.
To use this feature, you need to configure an email template and then assign it to your desired user to send the notifications via E-Mail.
To set up the email template follow, the steps below:
Go to Advanced Settings -> Customizations.
Choose “Customize the System.”
Select “Email Templates” and click on the “New” button.
Select Template Type as “Global.” Let it be that way and click “Ok.”
Now, set up an email template based on your requirements. Here, we will create an email template for sending unread notifications as mail.
Fill in the following fields:
Name: Give a suitable name for the Email Template.
Permission Level (Option): By default, the permission level is set to “Individual.” You can select your desired permission level.
Category: By default, it is set to “User.”
Language: Select a desired language for the email template.
Description (Optional): Provide a description for the email template.
Subject: Give a suitable subject line for the email. Here we will keep the subject line as “Unread Notifications”.
Email Body: Draft an email body based on your requirements.
Click on “Save & Close”.
Note:
You can only send up to 100 notifications in an email.
To send notifications in the email body, you need to write this text as is “{{body}}”.
Once you have set up the email template, follow the steps below to assign the email template to send the unread notifications to your desired CRM user.
• Navigate to Advanced Settings -> Security.
Select "Users".
Click on “Enabled Users”.
Select the user to whom you want to assign the email template.
Now a form will appear.
Fill in the following fields:
Notification Type: Select the suitable notification type, here we will select “Unread Notifications” as we want to send unread notifications in email.
Notification Occurrence: From the daily, weekly, and monthly options, select any one interval at which you want to send notifications to the user. Here we will select the “Daily” option.
View Columns Display Order: select “Active Notifications” or “Inactive Notifications” view to display notifications on email body in a similar layout to the CRM entity view columns. Here we will select the “Active Notifications”.
Email Template: Select your desired email template. Here we will select the “Email Template for Unread Notifications” that we had configured earlier.
Click on “Save” icon in the bottom right corner.
Note:
When you select any notification occurrence option, the notification occurrence date and time will be set from that time on. For example, if you select the weekly option at 3:00 o'clock on Friday, notifications will be sent to you via mail every Friday at 3:00 o'clock.
Users can also select custom view in the “View Columns Display Order” field.
Once you have successfully configured the email template and assigned it to your desired user, you will be able to receive the notifications as emails. You can see the result of the above configuration here.
