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Wednesday
All,
I have a requirement to send a notification via a workflow (not flow designer) to the requested for manager.
How do I accomplish that?
Thank you,
Rachel
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Wednesday
Hello @rachelconstanti ,
configure a workflow's Notification Activity with a new notification,For example, you would choose the Requested for manager field from the RITM table to send the email to the manager of the user who requested the item.
- Name: Give your activity a descriptive name (e.g., "Notify Requested For's Manager").
- Recipient: Click the magnifying glass icon or search field to select the recipient.
- From the list, select the field for the Requested for user.
- To specify the user's manager, use dot-walking to access the manager field from the related user record. For example, you might select Requested for manager.
- From the list, select the field for the Requested for user.
- Subject: Enter a subject for the email. You can use dynamic content here, such as ${number} for the request number.
- Message HTML: Draft the body of your email. You can use dynamic content to include relevant details from the request.
Thanks,
Valmik Patil
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Wednesday
Hello @rachelconstanti ,
configure a workflow's Notification Activity with a new notification,For example, you would choose the Requested for manager field from the RITM table to send the email to the manager of the user who requested the item.
- Name: Give your activity a descriptive name (e.g., "Notify Requested For's Manager").
- Recipient: Click the magnifying glass icon or search field to select the recipient.
- From the list, select the field for the Requested for user.
- To specify the user's manager, use dot-walking to access the manager field from the related user record. For example, you might select Requested for manager.
- From the list, select the field for the Requested for user.
- Subject: Enter a subject for the email. You can use dynamic content here, such as ${number} for the request number.
- Message HTML: Draft the body of your email. You can use dynamic content to include relevant details from the request.
Thanks,
Valmik Patil
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Wednesday
Thank you,
Think I needed more coffee before I posted this!
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Wednesday
Hi @rachelconstanti ,
I recommend to trigger an event in workflow, then use the event in notification. Follow the below links to create events in workflow and trigger notification.
Thanks,
Pradeep
Regards,
Pradeep
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Wednesday
It's an easy requirement.
You can use Workflow Notification Activity and select the Requested For->Manager
Give your subject, email body etc
what did you start and where are you stuck?
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader