Placeholders
Placeholders in email templates are replaced with the actual values when the email is generated.
Users
Placeholder |
Purpose |
---|---|
$user.name |
First and last names of the receiver of the email |
$user.username |
Username of the receiver of the email |
$user.password |
Initialized password generated during new registrations and password resets |
$document.name |
Used to display the name of the current user doing a workflow action |
$document.email |
Used to display the email address of the current user doing a workflow action |
Application links
Placeholder |
Purpose |
---|---|
$link.applink |
URL link to the portal as defined in the Supplier Portal URL |
$link.confirmlink |
Link with random key; used when resetting passwords |
Workflow
Placeholder |
Purpose |
---|---|
$wf.NAME |
Name of the workflow used in the current action |
Documents
Any field name in the invoice document can be used as a placeholder. The field names can be found in the Fields configuration section in the Worklist. The placeholder template is $document.FIELD_NAME. For example,
Placeholder |
Purpose |
---|---|
$document.DOCNO |
Portal ID number (equals the document number in Process Director) |
$document.VENDOR_NO |
Vendor number contained in the invoice |
$document.REF_DOC_NO |
Invoice reference number |
Vendor
Placeholder |
Purpose |
---|---|
$document.VENDOR |
Vendor number |
Settings
Placeholder |
Purpose |
---|---|
$settings.customer.name |
Name of the customer/tenant |
$settings.customer.site.link |
Link to the customer's/tenant's website |
Other
Placeholder |
Purpose |
---|---|
$link.singledoclink |
Single document link; used to directly take the user to a specific document or workflow step |