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10-03-2024 04:57 AM - edited 10-03-2024 06:08 AM
Hi,
I have a requirement to send notification email to the employees manager of XYZ company. It is a pre-hire notification email which includes Employee name, email and hire date. It should run on a daily basis in sys_user table. First we have to check if the user is XYZ company employee and the employee's manager should receive an email with all the details. I want to achieved this with Flow designer, Can anyone pls help.
Solved! Go to Solution.
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10-03-2024 06:28 AM
hi @Raji15
Ok, got it.
First you add scheduled 'daily' (you already added)
Click on the "+" icon to add an action. Choose "Lookup Records" from the list of actions.
Select table = sys_user, here you can add condition 'company IS xyz company'
have a look bellow image for reference:
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10-03-2024 05:03 AM
Hi @Raji15
Navigate to the Flow Designer tool in your system
Click on “New” to create a new flow
Choose a trigger for the flow. This could be when a new employee record is created or updated, depending on how your system is structured
Check if the employee belongs to XYZ company.
If the employee is confirmed as part of XYZ company
Use Send Email action to trigger notification.
Please mark this response as Correct and Helpful if it helps you can mark more that one reply as accepted solution
Thanks
Eshwar
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10-03-2024 05:10 AM
Confused with adding conditions as I can't see fields to check if the user is from XYZ company. Please assist!
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10-03-2024 05:09 AM
hi @Raji15
You can follow bellow steps to achieve this:
Create a New Flow.
Add a trigger for the flow. For this scenario, you can use the "Record created" trigger. Select the appropriate table (e.g., User [sys_user] or the custom table where employee records are created).
After the trigger, add a Condition to check if the employee is from XYZ company. This ensures that the flow proceeds only if the employee belongs to XYZ company.
Get the Employee's Manager - You can do this by using a Lookup Record action:
Table: User (sys_user)
Condition: sys_id IS current.manager
This will allow you to retrieve the manager's details.
Compose the email - Add an Email action to send the notification.
In the Email configuration:
- To: Use the email of the manager retrieved from the previous step.
- Subject: Something like "Pre-Hire Notification for {Employee Name}"
- Message: Compose the email body, including placeholders for Employee Name, Email, and Hire Date.
Save and test the flow.
I hope my answer helps you to resolve your issue, if yes please mark my answer helpful and correct.
thank you
Rajesh
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10-03-2024 05:19 AM
Hi, I am unable to set the condition to check if the user is from XYZ compnay. Please review the screenshot attahced. Please can you assist.