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Static DevStatic Dev 

Send an Email Alert to submitter through Approval Process

Hi,

I need to create  a approval process to send an auto response email alert to submitter. When an oppurtunity is "Approved" or "Rejected".
I have created email templates. Please let me know Approval steps i need to take care off.

Thank you.


 

SarfarajSarfaraj

1. Create a workflow on opportunity with entry criteria as "Approved" or "Rejected".
https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_workflow_rules.htm&language=en_US (https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_workflow_rules.htm&language=en_US)

2. Add workflow action email alert.

https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_alerts.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_alerts.htm&language=en_US)

Let me know if you need any more information.
 
Static DevStatic Dev
Hi akram thanks for the above info. I am just curious to know or may be i am confused.

Above functionality can it be achieved by a approval process or workflow rules(email alerts). Please let me know.

Thanks
SarfarajSarfaraj
Hi

It is possible by both. Email alert is an action that can be triggered on various occasion. Both wflow and approval process can trigger this. Please elaborate your business requirement if you need any help from me on deciding which one to use.

Regards
akram
Static DevStatic Dev
Hi Akram thanks very much for taking time.

Requirement is there is already an existing approval process on that object ex(Opp). I am trying to setup an updated email alert
When the opp has been approved or rejected, An Auto Response email should be generated to the Submitter:

Email will have some context to contact specific people.

Please let me know if i am clear.

Thanks
SarfarajSarfaraj
Hi

For this requirement approval process is what you need. Go to the detail page of your existing approval process. You will see two related list,
1. Final Approval Actions
2. Final Rejection Actions
Use the add new button against each related list to add email alert against them. 

Hope this helps.

Regards
Akram
Static DevStatic Dev
Thanks a lot Akram. Sure will go ahead and try things as you mentioned above.

Thank you once again. I apperciate it!!!
Michael KranzleinMichael Kranzlein
While Akram is correct that you can add an email alert action to an approval process, the functionality you're looking for isn't available off the shelf. You can't send email alerts to the user that submitted the record for approval without employing a workaround. An idea for this has been proposed, and you can vote on it here: https://success.salesforce.com/ideaView?id=08730000000Bpa5AAC
JitukawaleJitukawale
You can add email alert in "Final Approval Actions" for post-approval email notification.

For post rejection notification you can add email alert in "Final Rejection Actions" 

It's available in approval process itself.
ASHWANI SHARMA 24ASHWANI SHARMA 24
Hi All,

Can you please tell tool for changeset prepartion.

regards
ashwani sharma
Oktado PutraOktado Putra
Hi, I try to email workflow alert and it can't sent to initial submitter but can sent to record owner's email or you can just add recipient by user name