Workflow Notification to requested for manager

rachelconstanti
Mega Sage

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

1 ACCEPTED SOLUTION

Valmik Patil1
Kilo Sage

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. 

 

  1. Name: Give your activity a descriptive name (e.g., "Notify Requested For's Manager").
  2. Recipient: Click the magnifying glass icon or search field to select the recipient. 
     
    1. From the list, select the field for the Requested for user. 
       
    2. 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. 
       
  3. Subject: Enter a subject for the email. You can use dynamic content here, such as ${number} for the request number. 
     
  4. 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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5 REPLIES 5

Thank you,

Not sure why but I thought I needed to script this.