Mail Subject Keywords

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##.