TABLE OF CONTENTS

• Overview
  • Prerequisites
• Creating Conditional Emails
  • Condition Field Options
  • Condition Send Options
• Creating a UI Button to Test Emails
• Testing the Email
• Further Support

Overview

Conditional Emails in ManagementStudio allow you to send targeted HTML email content based on specific criteria, including language preferences. This feature supports multi-language communication for project teams and other stakeholders, enabling automated or event-triggered emails such as notifications for application readiness or survey completion.

Prerequisites

• ManagementStudio user account with Project Administrator role

Creating Conditional Emails

Conditional emails consist of a default email (parent) and alternate "child" emails that are sent if certain conditions are met. Conditions can be based on Detail Fields, Custom Form Fields, Blueprints, or Blueprint Folders.

To configure conditional emails:

• Create all required email templates (e.g., English, French, German invitations).
• For each "child" email, set the Conditional Parent to the default (parent) email. For example, set the English version as the parent.
• Save your changes. Child emails will now appear nested under the parent email in the interface.
• On the default (parent) email, specify the condition field.
• On each child email, enter the appropriate value in the Send Condition field. ManagementStudio will use this to determine which child email to send instead of the default.
• Ensure that every child email has a valid send condition.

Condition Field Options

The Condition Field determines which data source ManagementStudio will reference when evaluating the condition.

• Detail Fields
  • Format: DetailField: Field Name
    • Example: DetailField: Language
    • Example: DetailField: CustomList1

• Custom Fields
  • Format: CustomField: Custom Field Id (e.g., CustomField: 1234)
  • Format: CustomField: Custom Field Path (e.g., CustomField: APPDSC\Location\Country)

  
  

• Blueprints
  • Use Blueprint. No additional parameters required.

    


• Blueprint Folders
  • Use BlueprintFolder. No additional parameters required.

  
  

Condition Send Options

The Send Condition specifies the values that trigger each child email. Enter one or more values as needed.

• Detail Fields:
  Enter a single value or a comma-separated list.
  Example: EN or EN,IE,DE
• Custom Fields:
  Enter a single value or a comma-separated list.
  Example: EN or EN,IE,DE
• Blueprints:
  Enter a single Blueprint ID, a comma-separated list of IDs, or Blueprint Path IDs.
  Partial paths are supported; the first matching folder is selected.
• Blueprint Folders:
  Enter a single Folder ID, a comma-separated list, or Folder Path IDs.
  Partial paths are supported; the first matching folder is selected.

Creating a UI Button to Test Emails

To create a UI button for testing the conditional emails:

1. Disable Emails and enable Buttons.
2. Create a folder for the button.
3. Create the new button and set Send Email to the parent email (e.g., Booking Email - EN).
4. Select Save Changes.

Testing the Email

Follow these steps to test the multi-language conditional email setup:

• Restart your ManagementStudio client to apply the new UI button.
• Navigate to User Migrations → All User Migrations.
• Create a test User Migration:
  • Select New
  • Add First Name, Last Name, and SamAccount
  • Click New
• Set the Primary Email to your email address.
• Set Language to FR.
• Click Save User Migration.
• In the User Migrations grid, select your test user.
• Right-click the user and choose General Emails → Multi-language Test.

• Configure and send the email using the relevant settings as shown in the provided interface screenshots.

• The system should queue and send the French version of the email as specified by your test condition.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or to submit a support request.