Create letter | Smart Flows

The Create letter flow block creates letters with the option to attach an additional document during the flow block output step.

Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

Users can use linked fields to map data from your data set(s).
Users can use edit fields to customize the flow block.
Using delayed output settings to wait for signatures or file names of completed documents.

Flow output

Index No.	Field name	Function
1	Letter	When checked, a link to letter is provided when the system completes the Flow output step.

Basic settings

Index No.	Field name	Function
1	From	Sets who the letter appears to be from entity references can be used to automate this field to be context sensitive.
2	To	Sets who the letter should be sent to entity references can be used to automate this field to be context sensitive.
3	Address	Sets the address for the recipient.
4	Direction	Sets the direction of the letter; inbound vs. outbound.
5	Letter subject	Fills in the subject field for the letter.
6	Description	What should be in the letter.
7	Duration	The time before the letter expires.

Attach document

Index No.	Field name	Function
1	Note Title	Fills in the title for the note.
2	Note description	Sets the description for the note.
3	Document	Sets the document to find and attach to the created letter.

Advanced properties

Index No.	Field name	Function
1	Connector	The Dynamics connector to use, if you have only one Dynamics connector the system selects it by default.
2	Due date	Sets a date for the system to alert you via your activity list. If a value is not set for this field, the system automatically uses the current date.
3	Due date interval	Allows the system to use a relative period of time instead of a due date. You can use the ISO8601 period format to specify a time period. Click here to see examples P2M = add 2 months -P1D = subtract one day P1W1D = add one week and one week P5DT12H = add 5 days and 12 hours If you leave the Due date interval field empty, the system automatically uses the Due date value.
4	Priority	Sets the importance of the letter created letter. The Priority options to select are high, normal or low.
5	Regarding	The record the letter will be attached to. By default, this is the selected record, but it can also be a related record.
6	Status	The status of the letter: open, draft, received, sent or canceled.