How to send email confirmation

1

How is it possible to send an automatic confirmation email to requesters, to confirm that the request is being processed?

2

Bonjour, comment est il possible de notifier le demandeur par mail automatiquement, lorsqu’une demande est clôturée ? Merci d’avance pour votre aide !

3

Hi @Laoudb,

First, you need to create a data of type FILE to use it as a custom template for that email.
For more information regarding creating that template, please consult this document: https://docs.advantys.com/workflowgen-administration-module-reference-guide/custom-notification-templates

Then, there are 2 solutions:

  1. Send a notification after the first action has been closed.
  • In the workflow, double click on the first action.
  • Select the Notifications tab.
  • Add an additional Notification:
    • Event: Closed
    • Recipients: Recipients -> Requester.
    • Template: Choose the data created

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  1. Send a notification when the subsequent action is open.
  • In the workflow, double click on the subsequent action.
  • Select the Notifications tab.
  • Add an Additional Notification:
    • Event: To do
    • Recipients: Recipients -> Requester.
    • Template: Choose the data created

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Hope this helps,
Eddy.