Workflow emails - is it possible to alter based on workflow_user's metadata


(Steve Brown) #1

Hi,

 

we have a distributed publishing model with a wide range of abilities amongst the publishers.

 

We currently have a workflow process whereby an email comes to my web team to check that the content is technically OK before it is made live.

 

we are wanting to add a field to the users metadata that has a dropdown that basically categorises each user as "crap","ok" or "adept" and were hoping we could use that metadata to add some bolded text to the body of the workflow email that comes to us to alert us that this person is crap and we should give the QA the required time and effort.

 

Is there a way to do that?  I have tried all the keywords I can think of for the user and cant find anything that gives me access to their metadata.

 

Thanks,

 

Steve. 

v4.18.2


(Cgrist) #2

Hi Steve, 

 

Not sure if this helps, as it's only available in upcoming v5.1, but you can now make dynamic workflow streams and steps based on keywords. So using a match on %globals_user_metadata_X% you could set the workflow to go through an 'adept', 'ok' or 'crap' stream with different steps, or just longer expiration times, and fully customise the emails for that stream. 

 

I had a look at the keywords available as I remembered getting the workflow user details but it looks like it only gives you the user's name instead of ID... so I'm not sure how you'd be able to get the user's metadata there.

 

Chris


(Steve Brown) #3

Thanks Chris,  v5.1 sounds like it may be just the ticket.

 

Appreciate your help,

 

Steve.


(Cgrist) #4

No problem. FYI here is some info about the feature from the Squiz Labs blog: http://www.squizlabs.com/squiz-matrix/squiz-matrix-newsletter-485


(Tom Chadwin) #5

add some bolded text to the body of the workflow email that comes to us to alert us that this person is crap

 

Best feature request ever.