Summary

This article covers the email template for form flow.


Table of Contents

The Form Flow email template is used to inform study participants when a form has transitioned from one form flow status to another. Form Flow notifications must be enabled for each form flow transition in the DA before they can be used.

Only the portions of the email marked in blue can be easily modified. If modifying other portions of the email template, view the page related to customizing email templates.

Context Keys

Context Keys are used to access data from the system. Examples of their use can be seen in the following template. These context keys can also be added to the email template or relocated within the template.

  • $!{applicationName}- Study name
  • $siteName – Site name
  • $flowLabel – Name of the form’s form flow label. This value corresponds to the flowLabel attribute on the DA’s Form Flow worksheet.
  • $object – Name of the form with a form flow status that has changed
  • $recordName – The record name that is set under the Application Setup tab. Common values include ‘Subject’ and ‘Patient.’
  • $record – The subject’s identifier which usually consists of the subject’s ID and initials
  • $sourceStatus – The name of the form’s previous form flow status
  • $targetStatus – The name of the form’s new form flow status
  • $transitionLabel – Name of the form flow’s transition label. This value corresponds to the Flow Transition Label configured on the DA’s Roles worksheet.

Template

File Name: notifyFormFlow.vm

<html>
<head>
<style type="text/css">
body {
	font-family: Arial, Helvetica;
}

.companyName {
	font-weight: bold;
	font-size: 110%;
}
</style>
</head>

<body>

<table border="0" width="80%" align="center">
  <tr>
    <td valign="top">
	<img src="$logoImage"> 
    </td>
    <td align="right" valign="top">
      <span class="companyName">Fountayn</span><br>
      <font face="arial" size="1">  
      www.fountayn.com
      </font>
    </td>
  </tr>
  <tr>
    <td colspan="2">
       <br><br>$!{applicationName}<br><br>
    </td>
  </tr>

  <tr>
    <td colspan="2">

	$flowLabel: The $object has been transitioned from $sourceStatus to $targetStatus (Transition: $transitionLabel) for $recordName $record.<br><br>

	Please review, if necessary, at site $siteName.
    
    </td>
  </tr>
 
</table>

</body>
</html>


Need more help?

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