Hi,
I’m currently trying to figure how to customize the look and feel of an e-mail notification from a custom workflow built in SharePoint Designer 2010 to match our corporate communications branding. I believe that this can be done using html code in SharePoint Designer but I’m not sure where and how this code should be added within the workflow editor in Designer. Does anyone know how to do this?
Thanks.
Amy
I have done this in the past. When you set ‘action- then email’. Click on the drop arrow and select ‘properties’ (or click advanced properties in the ribbon after highlighting the email action). Then click on the ‘body’ parameter. The click on the string builder; here you can add you html code (pictures), but be warned, if you edit the email message, change recipients, etc. this will break any code you added here. The best way to add pictures (branding) to your email notification is to use ‘Workflow Local Variables’ (search this using Bing or Google). Create your variable names and you can then set them in your workflow steps.
Some screenshots
Email Action
Email action highlighted to see the drop-down arrow
Email Properties
There are tutorials online to help walk you through the above. I have provided a few links below as well.
http://www.c-sharpcorner.com/UploadFile/sagarp/how-to-create-html-e…
https://www.nothingbutsharepoint.com/sites/eusp/pages/creating-html…
Thanks so much for the quick response. I will try this.
Hi Amy,
You can try the steps below :
In SP designer 2010 workflow window, go to ‘send email’ step.
Right click, its properties, you will notice option ‘Send an Email Properties’
Find option ‘Body’, click the edit option with “…” (I believe body will not truncate the characters if it is more than 255 char)
It will open a string builder window, where you can copy your HTML source there.
In MOSS 2007, you can use “Build dynamic string” option to copy the html source to a variable and use that variable in send email step. believe this info helps you. Thanks!
