Flowsana rule to send a custom email notification (And customize it with Variable Substitution)
8 steps
1
Steps not shown are: Go to your Workflows, Click Create New Workflow, Select the Project you'd like to apply this workflow to.
Now select your Rule trigger/condition, for example, "If task is associated with tag..."
2
Select the appropriate tag from your list.
3
Select "Then send an email notification to"
4
Select who you want to send the email notification to. In this example, "an email address in a custom field"
5
Select the appropriate custom field from the list.
6
Fill in your desired email subject and body. You can use Flowsana's "Variable Substitution" feature to include fields from the project and task.
7
Choose how to apply this rule.
8
Click Put Selected Workflow Under Flowsana Workflow Control. Wait for the email that confirms the workflow is in place, and then it can be used!