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How to Configure Workflow Notification Email Subject Lines on Dashpivot Web

Learn how to configure workflow notification email subject lines to help recipients quickly identify required actions in their inbox

Written by Nina Yang
Updated over a week ago

The Email Subject Line Editor in Dashpivot Web allows you to configure the subject line of workflow notification emails. Instead of using a standard subject line, you can create clear, actionable subject lines using form metadata and pre-filled text. This helps recipients quickly understand what requires action and improves visibility in busy inboxes.

Prerequisites

Before you begin make sure you have the following:

  • Plan: Standard, Pro, Premium, or Platinum

  • Permission: Org Controller, Project Admin

  • Skills Required: Dashpivot

  • Device Type: computer

  • Subscription: Dashpivot

Step-by-Step Instructions

  1. Create or open an existing Workflow Template.

  2. Go to Settings β†’ Workflow Settings.

  3. Select Edit subject line to open the editor.

  4. Use the menu to add tags, such as Form Name, Column Name, or pre-filled text.

  5. Drag and drop tags to rearrange them as needed.

  6. Save your changes.

You can add up to 8 fields to your subject line structure, depending on your plan. Available options include form metadata (such as Form Name, Column Name, and Template ID) and pre-filled text (up to 80 characters). Tags are formatted in Title Case with spaces by default.

Once saved, all workflow notifications related to this template will use your configured subject line.

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