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I have a workflow where clients submit their expense requests, and it goes along with 2/3 attachments. The client completes the form in the list and add the invoice + quotes. Then the workflow assigns a task to the manager to approve.

The standard email goes out that shows the link to the task, the description and related items.

I would like to edit that email, is that possible?

If possible, how can I add the attachments that was added to the form as links in the email?

Also how do I change the layout of that standard email?

What I would like to achieve is to change the standard email that is send out to the 'assigned to' person:

enter image description here

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  • Which workflow you are using, 2010/2013? Which action you are using to assign the tasks from workflow? Commented Aug 8, 2019 at 10:19
  • I use the 2013 workflow and I use 'assign task' step in the workflow Commented Aug 8, 2019 at 13:23

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In SharePoint Designer 2013 workflow, while using Assign a task action you can edit the email body as per your requirements.

Follow below steps:

  1. Click on this user(see in below image) to open the properties of Assign a task action.
  2. Scroll down and expand the Email Options.
  3. Click on Open email editor.
  4. One pop up will open. Here you can edit the email body as per your requirements.
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  • Thank you Ganesh, I did that, but I want to add a link directly to the attachments in that mail. Currently you have to click on 'related items', that opens up the item that was created in the SharePoint library and you have to scroll down and open the attachments from there. The client wants to open the related items directly from the mail. Commented Aug 8, 2019 at 16:43
  • Check this similar question and let me know if it works for you or not. Commented Aug 8, 2019 at 16:53
  • I've edited my question, it shows the message/email I want to change Commented Aug 9, 2019 at 12:18
  • First of all try to get the original item ID of your list item(expense request) then you can achieve something like this using Rest API in workflow. Commented Aug 9, 2019 at 12:28
  • Or you can try setting workflow variable to Current Item: Attachments and then use that variable in your Email body (I have not tried this). Commented Aug 9, 2019 at 12:34

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