Approval Process: send email to record owner's manager
|Knowledge Article Number||000232833|
|Description||How to dynamically send an email to record owner's manager for approval process:|
|Resolution||We can dynamically choose the record owner's email address to send an email alert. Below is the example of approval process for an opportunity record, feel free to test it in a Sandbox and amend the details to meet your business needs.
1. Create an Email field on the opportunity called Manager Email
a) Click on Setup | Customize | Object | Custom Fields & Relationships: Click on New | Select Data Type: Email |
2. After creating custom Email field, Click on Setup | Create | Workflow & Approval | Approval Process | Click on Approval process Name |
a) Go to Initial Submission Actions section.
b) Click on drop down Add New | Field Update
c) Enter the Name
d) Select Field to Update: Manager Email
e) In Specify New Field Value section, select Use a formula to set the new value
f) Click to Insert Field
g) Select Opportunity Owner | Manager | Email
h) Click on Insert button.
i) You will notice the Formula Value as Owner.Manager.Email
j) Click on Save.
While sending an email alert:
1. Select Recipient Type | Search Email Field
2. In Available Recipients list box, select "Email Field:Manager Email"
3. Click on Add button.