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Email Notification for User Identity Creation

DBorchers
New Contributor III
New Contributor III

Hello,

we import users via a simulated HR import (PreProcessor) from a csv file.
When a new user is created, an email is to be sent to the manager and user after a successful task. In the documentation "Creating and Managing Email Templates" we could not find any information about this. At which position is a corresponding mail template to be stored and how is the email dispatch activated?

 

5 REPLIES 5

Saathvik
All-Star
All-Star

You can use analytics to trigger the email. There is default analytics available: Detected - Newly Onboarded Users which can detect the new users based on creation date you can use the logic from this analytics and configure according to your requirement and configure email template on the same 


Regards,
Saathvik
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rushikeshvartak
All-Star
All-Star

Once user identity is created you need to schedule analytics report which will send email notification about user identity creation


Regards,
Rushikesh Vartak
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DBorchers
New Contributor III
New Contributor III

Thank you very much for the very quick reply. This already helps us.

DBorchers
New Contributor III
New Contributor III

We created the report for newly onboarded users to send a notification email for identity creation. 

Now we have 2 further questions:

1) Is there a possibility to adress only the users manager as recipient of the email? (According to the documentation it is absolutely necessary to specify the ${userEmail} in the "TO" field To use ${ANALYTICSDATA} or ${ANALYTICSDATAMAP} in Analytics emails and thus also to be able to determine the manager email.)

2) It is not desired to send an Excel attachment in the Notify Email for Identity Create. Can the email be sent without an attachment?

Best regards

David

1. Map Username column to Manager Username and then user userEmail so that it will send only to manager

2. If you are using Analytics then currently it is not supported to send only email without attachment.

 

Another option I was thinking is, try using user update rule with trigger action as Trigger when User is created from Import(or UI or API) as per your requirement and chose action as Notify As An Email

I have personally not tried this, But give it a try to see if that works. If it works then this avoids email with attachment

sk_0-1678464647600.png

 


Regards,
Saathvik
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