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Include SpringCM Variables in Email within Workflow

Forum|Forum|7 years ago
July 30, 2019
4 replies
169 views

As part of my Workflow, I am sending an email to my Sales Rep if their Document has been Rejected by the Contracts Team.

The email is sent as expected and the tags from Salesforce all pull in correctly to the email.

The tags from the SpringCM Variables DO NOT PULL IN at all and show blank areas. I have tripled verified that I have the variables spelled/named correctly in the email and yet it is still not working.

I must be missing something? Or maybe there is a special way to add these in?

As an example...

SFDC Line that works: <%#XmlVariables.Params.Params.TemplateFieldData.Salesforce_Id.Quote_Number%>

SpringCM Line that does not work: <%#XmlVariables.Params.Params.TemplateFieldData.ContractsComments%>

Any ideas??

CLM

Best answer by Community Expert

Nicki,

Does your Params XML variable in your workflow contain a node for "ContractComments"? If so, then the syntax you have included should work. I assume that "ContractComments" is something that is not part of your Params variable, but might be a simple variable instead that you using to track workflow comments from various workflow actors collected as part of their step completion. If so, then you could use this instead in your SpringCM Emails to pull in simple variables...

<%#Variable.ContractComments%>

C

Community Expert

Answer

Docusign Employee

Nicki,

Does your Params XML variable in your workflow contain a node for "ContractComments"? If so, then the syntax you have included should work. I assume that "ContractComments" is something that is not part of your Params variable, but might be a simple variable instead that you using to track workflow comments from various workflow actors collected as part of their step completion. If so, then you could use this instead in your SpringCM Emails to pull in simple variables...

<%#Variable.ContractComments%>

C

Community Member

Legacy User

This did the trick!!! Thank you so much Scott!!!

C

Community Member

Legacy User

Hi Nicki,

I know that your question was answered but I thought I'd add a tip that has been helpful for me, as the syntax for variables can be confusing and non-obvious sometimes.

First, pull up any step so the step properties show up on the right
Locate the variable you want to add from the Variables tab on the left
Drag the variable onto any empty field on the right panel, such as Display Name
The correct syntax for inserting that variable will be auto-filled in the field
Cut and paste that syntax to wherever you actually want to use it

-Tai

Variable drag-and-drop

Justin Jiang

Established Contributor

Cool trick

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