Question about sending email in workflow studio using the name field to find the email address

[Mike LHCG1]

Is there a way in Workflow Studio to send an email to the user that opened a request using the name of that person to find their email address to populate the "To" field in the "Send Email" Action, or do I need to include the email address field in the catalog item so I can drag the pill over to the "To" field? I would like to do this without having to add the email address to the catalog item (and without coding), but maybe there isn't a way.  Any guidance would be appreciated. Thank you.

[Gangadhar Ravi]

Hi @Mike LHCG1 

there is OOB email that goes to requestor when a request is submitted. any reason to add custom notification ?

[Mike LHCG1]

I need to send the user a set of instructions to explain how a process works related to what they are requesting.

[Uncle Rob]

Don't bother using the Send Email now that there's Send Notification.

https://youtu.be/FtOT4aDs7lo

[vishwajeet5550]

Ensure that the  name feild is referencing the user table (usually sys_user)

-In the workflow designer or flow designer, you can use a lookup record or get record action to retrieve the email field from the sys_user table using thename feild.

-Use the lookup record activity in your workflow

-In the table field, select sys_ user (this is where user records are stored)

-For the condition, use the name feild (like assigned_to or another reference to a user).

-Name (assigned_to) = current.assigned_to

This will retrieve the user record that matches the assigned_to field.

-In the look up record activity, once you retrieve the user record, you can access the email field.

-Use this email field as a dynamic variable in your email action.

-Now that you have the user’s email address, use the send email activity in Workflow Studio to send an email.

-In the to field, use the email address variable that you retrieved from the lookup record  activity.

-The email can be sent dynamically by referencing the email field retrieved from the user record.

-Let’s say you used the Lookup Record activity to retrieve the email into a variable called user_email.

${user_email}