To personalize your automated email notifications in Cflow, you can insert dynamic keywords in the Subject and Content fields. Here’s how to do it –
- Navigate to Workflow Setup → Workflows.
- Select your desired workflow (e.g., Expense Report) and go to the Automation tab.
- Select the rule you want to configure (e.g., Move to Finance Review).
- Click Add Action → Email or click the existing Email action to open the editor.
- In the Subject and Content sections, insert available keywords by clicking the blue plus (+) icon next to the field.
A list of valid dynamic keywords will appear on the right. Examples shown include:
##first group name## – Use this keyword to display the name of the first stage in a workflow. Typically name of the first stage is same as workflow name. You can also change the display name of the stage from Stage Properties.
##group name## – Use this keyword to display the name of the current stage in a workflow.
##workflow name## – Use this keyword to display the name of the current workflow.
##Field Display Name## – Use this keyword to display the value of the dynamic field of the record in your workflow. Example: If you want to use any of the fields from your form in your mail subject then you can specify it as follows: To use the field value of the project title in your mail subject then mention ##Project Title##.