Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Dynamic salutation creation for automated emails based on gender

Reto Wagner November 19, 2018

Hi There,

I'd like to have the salutions in project automation email action to be created dynamically based on gender custom field (male / female) input.  For example:

So if custom field for gender is male, salutation should be "Dear Mr. <custom_field_Last_Name>" and if female "Dear Mrs. <custom_field_Last_Name>"

My global admin also don't want to create a custom field with a select list for the salutation as he says it's not in the 80/20 rule for reuse in other projects (which I don't agree).

Another idea I had for this was to make two separate rules where condition gender = male / female is checked and based on the result the email contains a different salutation/content. However, this means, that I have to create two rules for each email template which is more effort to maintain email content and more rules (less overseeable).

Thanks for your inputs already! :)

0 answers

Suggest an answer

Log in or Sign up to answer