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Otto2020 Configuring a Flow that sends a summary email
Hi - I am in the process of creating an automated flow that is supposed to do the following:
I have a timecard__c custom object. If a timecard record is in a Submitted status then that means that it is in the Manager's Items to Approve queue (Process Instance Step object). The manager's value is in a Manager lookup field on the timecard__c object (lookup to the user record which also contains their email address).
I set up the automated flow as follows:
Start element:
Get Records Element:
Then the plan is to add a Send Email Action to finally send out the summary email (multiple records in one email)
How do I configure the flow to pick up the timecard records for each manager and send the summary email? for example, if there 10 records in the population and these are associated with 2 managers then two emails will be sent (1 for each manager) to remind them to approve the records in their queue.
Thanks in advance.
I have a timecard__c custom object. If a timecard record is in a Submitted status then that means that it is in the Manager's Items to Approve queue (Process Instance Step object). The manager's value is in a Manager lookup field on the timecard__c object (lookup to the user record which also contains their email address).
I set up the automated flow as follows:
Start element:
Get Records Element:
Then the plan is to add a Send Email Action to finally send out the summary email (multiple records in one email)
How do I configure the flow to pick up the timecard records for each manager and send the summary email? for example, if there 10 records in the population and these are associated with 2 managers then two emails will be sent (1 for each manager) to remind them to approve the records in their queue.
Thanks in advance.