Creating filter workflow that triggers a Notify action

Use the following information to create a filter that executes on the Submit condition of the Modify Email Workflow form and triggers a Notify action.

To create filter workflow

1. Create a filter.
2. Enter a filter name, for example, Modify EmailFilter.
3. Select Modify Email Workflow as the Form Name.
4. Select Submit as the Execute On condition.
5. Leave the Run If condition blank. After you verify that you can use your filter workflow to modify requests, you can add a Run If qualification later.
6. Click the If Action tab, and perform the following actions:
   1. From the New Action list, select Notify.
   2. In the User Name field, enter Demo.
   3. From the Mechanism list, select Email.
   4. In the Subject field, enter Modify Email Workflow.

   5. In the Text field, enter the following information as the text of the message: 

      Login:
      Password:
      Key:
      Action:
      Modify Form: Modify Email Workflow
      Request ID: $Request ID$
      Submitter!2!: $Submitter$
      Short Description:!8!: $Short Description$

       The Modify action in the text of the outgoing message is the special instruction that allows the Email Engine to modify an entry on the AR System server. The Modify action is valid only in Reply with Result emails. For more information, see Modify action.

7. Save your filter.