(Example) Create an E-mail Template to Notify the Requester if the Leave Hours are Not Available

To create an e-mail template to notify the requester if the leave hours are not available, do the procedure in this topic.

How to Start

  1. (Example) Create a Process-Based Application for an Absence Request.
  2. (Example) Start an Absence Request Process with an eForm.
  3. (Example) Create an eForm to Set Available Leave Hours.
  4. (Example) Configure a Condition Activity to Check the Leave Hours Available in the Absence Request Process.
  5. Do one of these:
  6. (Example) Configure an E-mail activity to Notify the Requester if the Leave Hours Are Not Available.

Procedure

  1. In the Process Builder, in the Activity Library, open the Common Common icon tab.
  2. On the Common Common icon tab, drag the E-mail E-mail icon activity onto your process.
  3. Click Next.
  4. On the E-mail Notifications screen, click Add Add icon.


  5. On the E-mail Template Configuration screen, click the Header tab.


  6. On the Header tab, in the E-mail Template Name field, enter Notify Requester - Leave Hours Requested not available.


  7. In the To field, drag the ProcessInitiator process data variable from the Process Data > System Data screen.


  8. In the Priority field, select Normal.


  9. Click the Content tab.


  10. On the Content tab, in the Subject field, enter Absence Request #${/pd:AP/pd:formFields/pd:RequestID} - Leave Hours Requested not available.


  11. On the e-mail body, enter these:
    1. Dear ${/pd:AP/pd:formFields/pd:EmployeeFullName},

      To get ${/pd:AP/pd:formFields/pd:EmployeeFullName}, drag the EmployeeFullName process data variable from the Process Data > Form Data screen.

    2. Your Absence Request has been returned since the requested hours is not available.
    3. Leave Hours Requested: ${/pd:AP/pd:formFields/pd:TotalHoursRequested}

      To get ${/pd:AP/pd:formFields/pd:TotalHoursRequested}, drag the TotalHoursRequested process data variable from the Process Data > Form Data screen.

    4. Leave Hours Available: ${/pd:AP/pd:formFields/pd:LeaveAvailable}

      To get ${/pd:AP/pd:formFields/pd:LeaveAvailable}, drag the LeaveAvailable process data variable from the Process Data > Form Data screen.

    5. Comments from HR: ${/pd:AP/pd:formFields/pd:HRComments}

      To get ${/pd:AP/pd:formFields/pd:HRComments}, drag the HRComments process data variable from the Process Data > Form Data screen.

    6. Report View: Click Here

      You must add the hyperlink of your report to the text Click Here.

    7. Visual Process Monitor: Click Here

      You must add the hyperlink of your process to the text Click Here.

    8. Thanks


  12. Click OK.