Creating Unique Tokens with Automations and Service Requests

You can create place holders using the Script / JSON ID field in for questions in your form that will fill in designated tokens in your Email and Webhook activities.

• Assigning a Unique ID to a Question
• Creating the Token in the Automation
• Testing Tokens with Automations and Service Catalog

Assigning a Unique ID to a Question

1. In the portal, go to Support > Request Service > Add or Edit
2. Open or Add a question
3. Click Show more options...
4. Input text to specify a unique question ID
   
   
   
   
5. Click Submit

Creating the Token in the Automation

1. Go to Partner > Automations > Add or Edit an Automation
2. Click the Workflow tab
3. For the Email Workflow:
   • Drag over Send Email activity to Selected Activities
   • A dialogue box will appear
   • Fill in the information for From, To, and Subject
   • Type the unique identifier in the Body of the email adding an @ symbol. For example (@Subject)
   • Click Submit
     
     
     
     
4. For the Webhook workflow:
   • Drag over the Webhook activity to Selected Activities
   • A dialogue box will appear
   • Insert URL, Method, Content Type
   • Type the unique identifier in the Content area adding an @ symbol. For example (@Subject)
   • Click Submit
     
     

Testing Tokens with Automations and Service Catalog

1. Go back to Support > Request Service
2. Edit the form with your assigned unique identifiers
3. Add a Question > Question Type: Automation > Select Automation
   
   
   
   
4. Submit
5. Select the form and fill out the field
   
   
   
   
6. Submit
   

Your results should show the token @Subject was replaced with the value entered in the question of the form.

• Here is the Webhook activity result using https://webhook.site/ to test.
  
  
  
• Here is the Email activity result from email: