I want to send an approval email reminder that includes the approve/reject links.
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05-14-2020 12:43 PM
The email should be sent one day after the initial approval email and then again at day 2 and day 3, if the approver has not approved. I have done the following:
1. I created an Event Registry against the sysapproval_approver table.
2. I have created a notification on the sysapproval_approver table that fires on my event name
3. In the workflow I have a Timer, an If action that considers the current Stage, and a Create Event.
When I create a request and review it's workflow, I see that my timer, if action, and create event all complete, but no reminder email is sent. I was able to get the email to send when my Event Registry and notification records were against the sc_req_item table. The problem with that, is that I couldn't find a way to send it to the approver and include the approve/reject links.
I'd appreciate any ideas.
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05-14-2020 01:20 PM
Please search the community for "approval reminder" and you will see this is a very common question. Here are a few blog articles that will walk you through solutions. Using workflow to solve this has issues so a scheduled job to monitor these is best:
Approval Reminder for Approval Records using flow designer
How to Create an Open Approvals Reminder Email
Or Chuck's Scriptless Scheduled Jobs solution can easily solve this too.
Please mark this post or any as helpful or the correct answer to your question if applicable so others viewing may benefit.
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05-15-2020 12:20 PM
Thank you for the information. I continued down the path of utilizing a Create Event in my workflow. It finished the Timer, the If, and Create Event activities but wasn't sending the notification. After viewing the Events log, I finally figured out that I needed to set the Parameter 1 value in the Create Event activity with my approver information. My notifications are now being sent.
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10-27-2020 07:09 AM
Hello
Could you please share the solution with us, i am also stuck in the same thing, any help or suggestions will be highly appreciated.
Thanks!!!
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10-27-2020 08:38 AM
Hi Tejaswini,
I did the following:
1. I created 3 timers in the workflow (they wanted a reminder sent every two days). Each leads to an If action that evaluates if the Stage is in a pending state. If it is, it leads to the Create Event.
2. Here is a screeshot of the Create Event.
3. Create an Event Registry for the Event name you created in #2. Table = Approval [sysapproval_approver] and the Fired by is the name = <name of your workflow>.
4. Create a System Notification.
For the "What it will contain. I always like to start with minimal information. After I've confirmed the email is being sent, I add in the rest of the information.
Maybe there is an easier way, but this works for us.
Good luck!
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10-27-2020 10:22 PM
Thank you so much for your reply and i will refer the solution provided by you.
Thanks!!!!