Customized Message in Workflow

bcwilson.ca

I am trying to create a ticket system where a staff creates a ticket via a form

Lets say "Fix the broken faucet" 

I then want to send the user back an email saying Your Ticket number ABC-123 has been created

Then the user can contact a plumber and say please reference Ticket Number ABC-123 for your work

I was hoping I could send an email to the user saying "Ticket Created - {{Request ID}}" but it does not pull from the field.

Any help on this would be appreciated

Andrée Starå

Hi,

That's strange!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

What kind of workflow type is it?

Debbie Sawyer

Hi

If you are trying to use the email confirmation from within the Form design screen to create the email, then Yes, you won't be able to include the ticket number associated with this record.  However, if you turn off the Form's email confirmation and instead create a workflow (using the Automation Menu) for when a record is added; you can then use the place holders described in your post above within the email message of the notification.

I use this method a lot with my customers.  If you need a little more help you are most welcome to come back to me.

Kind regards

​Debbie Sawyer Consultant & Training Manager