Workflows Email Actions - Merge Fields Library

Modified on Fri, 21 Aug at 1:57 PM

When you select an Email action for your workflow, there are a number of merge fields available you can use so your emails can dynamically compose with contextual information. This is similar in concept to the standard email templates. Available merge fields can be used in both the Subject and the Message body of the email action.

In addition to all the standard email template merge fields you can use with your email actions for project, quote, purchase order triggers etc, the following workflows specific merge fields are availble:

Timesheet Triggers

Merge Field Name	Notes
[TimesheetUserFullName]
[TimesheetUserFirstName]
[TimesheetUserLastName]
[TimesheetUserEmail]
[TimesheetDate]
[TimesheetStartTime]
[TimesheetFinishTime]
[TimesheetLength]	Actual hours
[TimesheetBillableLength]	Billable hours
[TimesheetNote]
[TimesheetStatus]	Current status: Draft, Submitted, Approved
[TimesheetTaskName]
[TimesheetTaskHoursWorked]	Total hours worked across all timesheets on the task
[TimesheetTaskHoursRemaining]	Remaining time on task = Forecast hours - Actual hours (min 0)
[TimesheetTaskQuantity]	Forecast hours
[TimesheetProjectName]
[TimesheetProjectNumber]

Invoice Triggers

Merge Fields	Notes
[InvoiceClientName]
[InvoiceClientAddress1]
[InvoiceClientAddress2]
[InvoiceClientCity]
[InvoiceClientState]
[InvoiceClientPostcode]
[InvoiceClientWebsite]
[InvoiceClientPhone]
[InvoiceClientFax]
[InvoiceClientABN]
[InvoiceTax]
[InvoiceTotalIncTax]

Qualifications Triggers

Merge Field Name	Notes
[QualificationName]
[QualificationDescription]
[QualificationIssueDate]
[QualificationExpiryDate]
[QualificationUserFullName]	Staff member full name
[QualificationUserFirstName]	Staff member first name
[QualificationUserLastName]	Staff member last name
[QualificationUserEmail]	Staff member email