Configure Notepad -> Automate Email

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1

What degree of fidelity do we have over customizing the body of the email that gets sent from Automate with a Notepad PDF attached?

I’d like to remove the view button or have it redirect to the notepad, if possible. Having the view button take users to automate is confusing to them (they don’t know - or need to know - what automate is).

Thanks!

2

Hi @jake , you can customize the button text and URL in the Url Link section. If you select the Notepad document as the link resource, then the button will redirect to Notepad instead of Automate.

url_link
url_link1470×1376 127 KB

If you’re using a Function-generated notification, then the link can be added as part of the Function directly though .addRidLink (with the Notepad RID in form ri.notepad.main.notepad.00000000-0000-0000-0000-00000000) or addUrlLink (with a link to the Notepad document) on the emailNotificationContent (see notification Function reference).

Notification.builder()
    .shortNotification(ShortNotification.builder()
        .heading("Heading")
        .content("Content")
        .build())
    .emailNotificationContent(EmailNotificationContent.builder()
        .subject("Subject")
        .body("Body")
        .addRidLink(
            "label", 
            "ri.notepad.main.notepad.00000000-0000-0000-0000-00000000"
        )
        .build())
    .build();
1 Like
4

What about a way to completely remove the button? The notepad doc I’ve set up is live and is set to go out at a specific point in the day to capture EOD metrics. If users were to go to the notepad itself at other points in time the data would not match what they are seeing in the PDF.