Customize the Assessment Envelope Email Template Flow
The Send Assessment Envelope Email flow is provided as a standard flow template. You can
clone the template and customize it to suit your business processes.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
Health Cloud Customer Community or Health Cloud Customer Community Plus license.
User Permissions Needed
To open, edit, or create a flow in Flow Builder:
Manage Flow
To run a flow
Run Flows
To access flow template
Assessment Envelope
The Send Assessment Envelope Email template flow finds an appropriate email address to send a
notification to if you place the Assessment component on a Case, Account, or Contact page.
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Click New Flow.
In the list of templates, select Send Assessment Envelope
Email.
Click Create.
Open the Toolbox.
In the Constants section click ExperienceCloudSiteUrl.
In the Value field, enter the Experience Cloud site url of the site you set up to contain
the Assessments component. Replace
https://updatethisurl.internal.site.com/mypage/s.
Click Done.
In the Text Templates section, click EmailBody.
Edit the body of the email for style and content.
Click Done.
Further customize the flow according to your business requirements.
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