Workflow Notifications - Markdown & Dynamic Content

Markdown is a simple markup language you can use to easily add formatting, links, and images to a Workflow Notification. It can also be used to add Dynamic Content.

Please refer the Markdown Cheat Sheet for a quick markdown reference.

Basic - Gatekeeper Specific Markdown (Variables & Formatting)

Links

(i) - Link here

Disclaimer

The above formatting may not appear in emails as it does in Gatekeeper. Businesses with stringent mailbox security settings may only allow plaintext to be received in emails. Please bear this in mind when drafting email templates.

Advanced - Conditional Logic Markdown

A notification using conditional logic for approval/rejection

This can be used when there are several scenarios preceding a certain phase on a workflow.
For example, if a user receives a contract to review because a team later on in the workflow has sent it back to them , they will need to be given different information than if the contract has been passed to them for the first time.
These conditional statements can be configured using any of the boolean expressions from the above table.

Entered Text Example 1

Knowledge - Google Chrome 2019-04-08 07.46.56

Published Text Example 1

(What the recipient sees in the case of an Approval)

Dear John Smith

A Contract Approval request has been approved by the Procurement Team and is ready for Legal review.

Kind Regards,
Gatekeeper Support Team

(What the recipient sees in the case of a Rejection)

Dear John Smith

A Contract Approval request has been rejected by the Procurement Team and is ready for Legal review. Please contact Jane Doe in Procurement to discuss further.

The rejection reason given was: You seem to have put an extra few zeros on a price

Kind Regards,
Gatekeeper Support Team

Other resources

For the initial setup instructions of Workflow Notifications - see this article

For a GitHub sheet of other markdown formatting options - see this article from above