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How to Configure Workflow Email Notifications

This article explains how to send automated email notifications from Workflow in Sintel Apps.

Emails can be triggered:

  • When a form reaches a specific status

  • When a workflow action becomes available

  • When an action is completed

You will also learn how to use dynamic tokens, people references, and form field values in email recipients and subject lines.

When Can Emails Be Sent?

In Sintel Apps, emails can be configured:

1. On Status Change

Attach an email to a workflow action that moves the form into a specific status.

Example:

  • When a request moves to Approved

  • When a form is Rejected

  • When it enters Manager Review

 

2. When an Action Becomes Available

You can notify users when they are assigned an action.

Example:

  • Send email to Manager when “Approve” becomes available

  • Notify Finance team when review is required

 

 

 

Configuring an Email

Inside the workflow action, select: Add Email; This opens the Email Editor.

Adding Recipients

In recipient fields (To, Cc, Bcc), you can:

Use @ to reference:

  • Specific users

  • Groups

  • People picker fields

Example: @Manager @Finance Team @Created By

You can also:
  • Type a direct email address

  • Use people/group tokens

 

 

 

Using Dynamic Form Data

You can insert dynamic content into your email body.

In the Body

Use: {{

This allows you to select:
  • Form fields

  • Created By

  • Date fields

  • Currency fields

  • Contextual tokens (now, today, status, etc.)

Example: The request amount is {{Amount}}. Submitted by {{Created By}}. Current status: {{formStatus}}.

 

Using Dynamic Data in Subject Line

In the Subject field:

  • Use @ for people or groups
  • Use [[ for form fields and contextual tokens

Example subject: Request [[Title]] – Awaiting Approval

 

Best Practices

✔ Keep subject lines short and searchable
✔ Avoid over-notifying large groups
✔ Use contextual tokens instead of hardcoding text
✔ Test emails in each workflow state

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