You have the freedom to incorporate dynamic content into your email template. This dynamic content can be used in various fields, such as To, Cc, Bcc, email body, and even the name of the PDF file attachment. For instance, you can include responses to questions from your form within the body of the email. This is achieved effortlessly using the email editor. Simply type what you want, and the editor will automatically suggest dynamic fields. You can also press the ‘/‘ (forward slash) key to access auto-suggestions.
In addition to dynamic content the email editor also supports conditional statements (#if conditions). This allows you to dynamically construct you email based on specific conditions. This can be useful for multi-step approvals or conditional approvals. Below is a table with all supported logic operators along with an example of how it can be used.
Function | Operator | Example |
Equals | === | {{#if data.approvalStatus "===" "approved" }} Some content {{/if}} |
Not Equals | !== | {{#if data.approvalStatus "!==" "approved" }} Some content {{/if}} |
Greater Than | > | {{#if data.totalExpense ">" 1000 }} Some content {{/if}} |
Greater Than or Equals | >= | {{#if data.totalExpense ">=" 1000}} Some content {{/if}} |
Less Than | < | {{#if data.totalExpense "<" 1000 }} Some content {{/if}} |
Less Than or Equals | <= | {{#if data.totalExpense "<=" "" }} Some content {{/if}} |
And | && | {{#if data.totalExpense ">" 1000 "&&" data.approvalStatus "===" "approved" }} > 1000 expense && approved {{/if}} |
Or | || | {{#if data.totalExpense ">" 1000 "||" data.approvalStatus "===" "approved" }} > 1000 expense || approved {{/if}} |
Note that the conditional statements will appear as tags/pills in the email editor without the {{}} curly brackets. You can view the conditionals in there code view (handlebars syntax) by clicking the "{}" icon that appears when you over over the textbox. This is demonstrated the recording below.
