Estimated Read Time: 4 minutes

Sections in this article: 

• Gatekeeper-Specific Dynamic Values
• Formatting Options
• Conditional Logic Markdown
  • If Scenarios
  • If Else Scenarios

Markdown is a simple markup language that helps you customise workflow notifications by adding formatting, links, and images. It can also be used to add dynamic content, allowing you to insert variables (like contract names or dates) that update automatically.

Gatekeeper-Specific Dynamic Values

In addition to standard markdown, Gatekeeper supports specific markdown syntax to help you insert dynamic values into workflow notifications. See the table below for further details:

Formatting Options

See the table below for examples of how to format notifications:

Markdown	Entered Text Example	Published Text Example
	
[link text](linkurl)	Please follow [this link](http://gatekeeperhq.com) to your portal	Please follow this link to your portal
*italics*	Text here *is italicised*	Text here is italicised
**bold**	Text here **is bold**	Text here is bold
**_ italicised and bold_**	Text here is ** italicised and bold**	Text here is italicised and bold
`quoted`	`This is quoted text`	This is quoted text
*** OR --- OR ___	Text *** Text	Text Text
# Header 1	# This is a big title	This is a big title
## Header 2	## This is a medium title	This is a medium title
# Header 3 #### Header 4 ##### Header 5 ###### Header 6	### These are smaller titles #### These are smaller titles ##### These are smaller titles ###### These are smaller titles	These are smaller titles These are smaller titles These are smaller titles These are smaller titles

Conditional Logic Markdown

You can use conditional logic to tailor notifications based on how a card reached its current phase - such as approvals, rejections, or other transitions.

For example, if a contract is returned to a user for further review after rejection, the message should differ from one sent when the contract is reviewed for the first time.

These conditional statements can be configured using any of the boolean expressions from the dynamic values table.

If Scenarios

Use if scenarios when you only want to show content if a specific condition is true.

For example, if the notification uses the following markdown in the template:

When the card is approved, the recipient will see:

Dear John Smith

A contract request has been approved by the Vendor Management team and is ready for legal sign-off

Kind Regards,
Gatekeeper Support Team

When the card is rejected, the recipient will see:

Dear John Smith

A contract request has been rejected by the Executive team and requires legal review

For more information, please contact Jane Smith

Their comments were: You seem to have put an extra few zeros on a price

Kind Regards,
Gatekeeper Support Team

If Else Scenarios

Use if else scenarios when you want to show one message if the condition is true, and a different message if it’s false.

For example, if the notification uses the following markdown in the template:

When the card is rejected, the recipient will see:

Dear John Smith

A contract request has been rejected by Jane Smith

Their comments were: This doesn't fit our budget

Please prepare the record for off-boarding

Kind Regards,

Gatekeeper Support Team

When the card was transitioned in any other way, the recipient will see:

Dear John Smith

A workflow form has been sent to you by Jane Smith

Please review & update as needed

Kind Regards,

Gatekeeper Support Team

Additional resources

For the initial setup instructions of Workflow Notifications, see Configure Workflow Notifications.

For information on other markdown formatting options, see this Markdown Cheatsheet.