To modify workflow email templates in Reltio, you can utilise the Workflow Software Development Kit (SDK) or Reltio Integration Hub (RIH), depending on your specific requirements and existing setup.(docs.reltio.com)
Option 1: Customize Email Templates Using the Workflow SDK
The Workflow SDK allows for in-depth customisation of email notifications, including subject lines, content, and formatting. This approach is suitable if you're managing workflows through Java-based processes.(docs.reltio.com, community.reltio.com)
Steps:
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Access the Workflow SDK: Ensure you have the Workflow SDK set up in your development environment.
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Locate Email Templates: Within the SDK, navigate to the directory containing email templates. These are typically in .ftl (FreeMarker Template) format.
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Modify Templates: Edit the .ftl files to change the email content as needed. You can customize variables, formatting, and logic within these templates.
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Deploy Changes: After modifications, rebuild your workflow JAR file and deploy it to your Reltio environment.
For detailed guidance, refer to the official documentation: (docs.reltio.com)
Option 2: Design Email Templates with Reltio Integration Hub (RIH)
If you're using RIH, you can create and manage email templates directly within the platform, offering a more user-friendly interface for customisation.(community.reltio.com)
Steps:
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Create a Message Template: In RIH, navigate to the Message Templates section and create a new template using HTML. This allows for rich formatting and dynamic content insertion.(community.reltio.com)
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Define Dynamic Fields: Use placeholders within your HTML to insert dynamic data from your workflows.
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Integrate with Recipes: In your RIH recipes, select the appropriate message template and map the necessary data fields to the placeholders.(community.reltio.com)
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Test and Deploy: Run tests to ensure the emails render correctly and contain the expected data. Once verified, deploy your changes.
For more information and examples, see the community discussion: (community.reltio.com)
Additional Considerations
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Workflow Engine: Reltio utilises the Activiti workflow engine, which supports BPMN 2.0 standards. This allows for advanced workflow customisations, including email notifications.(community.reltio.com)
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Development Environment: Ensure your development environment is set up correctly, especially if you're working with the Workflow SDK. This includes configuring the necessary dependencies and build tools.(docs.reltio.com)
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Testing: Always test your email templates in a staging environment before deploying to production to ensure accuracy and formatting.
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Paul Lawrence
Technical Delivery Manager
St Neots
United Kingdom
------------------------------
Original Message:
Sent: 05-30-2025 04:25
From: Anonymous Member
Subject: Adding more details in the notification email
This message was posted by a user wishing to remain anonymous
Hi Paul,
Thank you for your inputs!
Could you please help me with the link where I can find this template and the process to achieve this.
Original Message:
Sent: 05-29-2025 04:45
From: Paul Lawrence
Subject: Adding more details in the notification email
To include additional attribute details in the notification emails sent to the requestor after an ACR/DCR is approved or rejected, you can customize the email templates used by Reltio's workflow engine. This customization allows you to display specific attributes from the entity in the email content.
Steps to Customise Notification Emails
- Access Workflow Email Templates - Reltio uses predefined templates for workflow notifications. These templates can be customized to include additional entity attributes.
- Modify the Email Template - Edit the relevant email template to include placeholders for the desired attributes. For example, to add the `firstName` and `lastName` attributes, you can include placeholders like `${entity.firstName}` and `${entity.lastName}` in the template.
- Deploy the Customised Template - After modifying the template, deploy it to your Reltio environment so that it replaces the default template used for notifications.
- Test the Changes - Initiate an ACR/DCR process and verify that the notification email includes the additional attributes as intended.
Example
If you want to include the firstName and lastName attributes in the notification email, your template might look like this:
```html
<p>Dear User,</p>
<p>The ACR/DCR for entity ID: ${entity.id} has been ${action}.</p>
<p>Details:</p>
<ul>
<li>First Name: ${entity.firstName}</li>
<li>Last Name: ${entity.lastName}</li>
</ul>
<p>Comments: ${comments}</p>
```
Replace `${action}` and `${comments}` with the appropriate placeholders used in your workflow engine.
Note
Ensure that the attributes you want to include are accessible in the context of the workflow engine and that the placeholders used in the template match the attribute names.
For more detailed guidance on customising email templates in Reltio, you can refer to the Reltio documentation
------------------------------
Paul Lawrence
Technical Delivery Manager
St Neots
United Kingdom
Original Message:
Sent: 05-21-2025 08:59
From: Anonymous Member
Subject: Adding more details in the notification email
This message was posted by a user wishing to remain anonymous
Hi Experts,
Could you please help me on how can we add more attribute details in notification email alert sent to the requestor email id, after the ACR/DCR is approved/rejected.
Currently, the email have entity id and comment, if i want to add few more attribute, how can we achive that.
Thanks.