Workflows - Message Block

Workflows are often actions that you want to perform after you have submitted the form. You have different types of tasks where you are adding messages like emails, notifications and so on. You have the Message block under Workflows where you can customize the look and feel of the message using the Text Editor or Rich Text Editor. You can create the messages using the Message block. You can customize the look and feel of the message using the Rich Text format or in case you want to keep it as Plain Text use it in the particular format. You can make use of the Message task to add dynamic values as well.

Some common usages are to create to send bulk email with certain announcements, feature introduction, newsletters, personalized look and feel for inquiries, and so on.

Typically rich text format supports you to create email signatures in line with your branding guidelines. The Message block enables you to design a message with

  • Text adjustment such as italics, bolding, underlines, etc.
  • Embedded images
  • Bullet points
  • Some of the text alignment options
  • Formatted table
  • Font color and highlighting
  • Differentiable Code block
  • Add new line character

Adding a message block

Let us now understand how to create a Message block for a selected Screen:

  • Now under Studio, select Workflows. Select the Screen to which you want to add the Message block in your Workflow.

    The Workflow gets added to the Screen. You can click the workflow to add tasks.

  • Under Logic Task, select the Message Block.

    message blcok workflow

  • Enter the self-explanatory Task Name, and click Next.

  • There are two options that you can see for the Message Body; Plain Text and Rich Text. Customize the look and feel of the message.

  • You can now use the message body generated in the task using the taskname.Message. You also have the option to add dynamic value using the double curly brackets ({{variable}}). New variables can be created and even the formula can be used to assign its values. In this example, we are using a GMail connector to send the email.

Typically the output of the Message box is Text or String type when the content-type is selected as Plain Text. However when you select the type as Rich Text, then it gets translated to the corresponding HTML text. So in this example here if you view the email message sent to the specified user, you can note that the message appears as formatted text with the different styles applied in case it is created using the Rich Text format. If you have kept it as plain text it appears in the default Plain text.

Now when you run the screen, you are using the email task, you can see that the recipient gets the email as formatted text.

Thus you can use the Message block in workflows to create a rich text format message that can be used to match your branding and overall.