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            Add Email Alerts to the Approval Process

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            Add Email Alerts to the Approval Process

            Link the email templates that you created to the action in the approval process: Initial Submission Actions, Final Approval Actions, Final Rejection Actions, and Recall Actions.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Approval Processes, and then click Approval Processes.
            2. Select the approval process to which you want to add the email alerts.
            3. Under the selected action, click Add New, and then select Email Alert.
              For example, under the Initial Submission Actions, click Add New, and then select Email Alert..
            4. Enter a description for the email alert.
            5. Select an email template for the approval process.
            6. For the Recipient Type field, from the Search dropdown list, select User.
            7. For the Recipients field, under the Available Recipients list, select the recipients for the email alert.
            8. To move the selected recipients to the Selected Recipients list, click Add.
            9. Save your changes.
             
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