We are using the Automation - Manual Trigger - User Input feature to allow the employee to quickly draft a pre-filled email and send it out to multiple parties as needed.
In the user input fields, we have a paragraph field setup with some canned data and the employee could just add the information required. Here is how that looks:
====
{{userInputs.Email Body}} :
Hello,
This is an automated update from the --- Department in regards to {{issue.summary}}.
<USER INPUTS RELEVANT INFORMATION HERE>
If you have any questions, please reach out to {{issue.assignee.displayName}} and reference {{issue.key}}.
Thank you,
====
Then in the automation I could use the email action and just put {{userInputs.Email Body}} into the body field of the email action and send it. The problem is that it just paste's the contents of the Email Body field as text and doesn't iterate over it again to process those included smart values.
Is this something that is possible? Are we going about this entirely the wrong way?
Thank you for your time and consideration,
If I understand you correctly it sounds like you are using a defeault value inside your manual trigger option that contains text and some smart values. Looking at your example text I might handle this in a slightly different way. Rather than having smartvalues contained inside of your canned data in the manual trigger why not have the send email action look something like this:
Hello,
This is an automated update from the --- Department in regards to {{issue.summary}}.
{{userInputs.Email Body}}
If you have any questions, please reach out to {{issue.assignee.displayName}} and reference {{issue.key}}.
Thank you,
Using this method you only collect the custom text from the agent during the manual trigger prompt and then put it in the body of the send mail action. I'd be worried that an agent might have inadvertently delete a smart value or backspace over one of the brackets.
I think this was the perfect example of not seeing the forest because of the trees... Thank you for this simple solution to my inside out implementation haha.
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No worries, sometimes all it takes is a fresh set of eyes.
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Hello @David Quiram
I don't think I am understanding the issue you are encountering. Can you provide an example of what you mean by "and doesn't iterate over it again to process those included smart values. "? What smart values are missing?
Can you show us the entire Automation Rule, please? Sometimes the problem is related to the context of the step, which we can't discern without seeing the entire rule.
And can you provide an example of the actual email content that is received?
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