How to Add eForm and Workflow Metadata Key Names to Email Templates

Any metadata field found on either the eform or workflow instance may be incorporated into the email templates by using the following tags in your email templates:

EFORM METADATA:

[DefaultEform.*] where * is a metadata key name for the running eform instance. You can find the metadata key name of the fields on the eform by going into a Project with a running workflow in ProjectDox and clicking on the Edit button for the Project and selecting the Workflow tab. Click on the link for the eform and the page will refresh and display all of the metadata fields available on the eform. The metadata key name is the label that is displayed beside each field. For example if you wanted to display the contents of the GroupPreScreenComments1 metadata key, the token value would look like the following in your email template: [DefaultEform.GroupPreScreenComments1]

NOTES: If you use an eform metadata token in your email template, it is important to note at what point the metadata field is populated with data to ensure that the token does not return an empty field in your email template. For example, if you are wanting to display a metadata key value for a Total_Fee_Due and you use the token in an email template that is sent out prior to the Fee Calculation step which retrieves that information from a permitting system, then most likely the token would be returning an empty value in your email template because the data has not been retrieved yet and saved to the metadata fields in the database.

WORKFLOW METADATA:

[Workflow.*] where * is a metadata key name for the running workflow instance. You can find the metadata key name of the fields on the workflow by following the directions above but instead of clicking on the eform instance you would click on the workflow instance link and then obtaining the name of the workflow metadata key name from the workflow instance.

You can get a list of additional tokens you can use in the email templates by clicking on the help button in ProjectDox and then clicking on the Search button and typing Templates, then click GO. The search results should show a section of the Help named "Customizing Email Templates". Clicking on the link will display additional information about the available email tokens within ProjectDox.