Learn how to add Record-specific information in email subject, content messages, and Slack messages
Generic emails often get lost in the inbox. You can now create contextual notifications by embedding Field Variables into email subject lines, emails, or Slack messages. The Field Variables will automatically populate with the Field values specific to the Record triggering the Job.
How do I include Field results in emails?
Navigate to the Message Tab in the Job / Create modal and scroll down to the "Email Notification" section.
Click Add Field Variable. Select the Workflow that the desired Field comes from and then select the appropriate Field. In addition to having the ability to add Fields from the Workflow the Job is associated with, you also have the ability to insert Fields from linked Workflows.
If you choose a Field from a linked Workflow, you will need to choose whether to populate the job message with the most recent Field value from all the Records in the linked Workflow or the oldest Field value from all the Records in the linked Workflow.
Note: You will not see the Add Field Variable button on message setup for Fixed Jobs because you cannot add Field Variables for that trigger.
You can add both Custom and System Fields. Fields from Workflows are differentiated by color. In the example below, the blue pills are from the Mitigations Workflow and the green pills are from the Assessments Workflow in the Enterprise Risk Management Application.
The image below shows what the email will look like if the end user has not filled in information in a particular Field. Here, the "Suggested Mitigation Activities" Field has not been filled.
How do I include field results in Slack messages?
Field results can be included in Slack messages in the same way as emails. Click Add Field Variable located next to the "Slack Content" section and add the Fields you would like.