(Example) Configure an Email Activity (Notify Requester - On Manager Rejection)

This example shows how to configures an Email activity to create an email template to notify the requester when the manager rejects the leave request.

Step 1: Configure an Email Activity

First, configure an Email activity to create an email template to notify the requester when the manager rejects the leave request.

Procedure

  1. On the Common tab, drag the Email activity onto your process.

    Drag Email Activity
  2. On the General Configuration screen, in the Display Name field, enter Notify Requester - On Manager Rejection.

    Enter Display Name
  3. Click Next.
  4. On the Email Notifications screen, click Add Add icon to add an email template.

    Click Add
  5. On the Email Template Configuration screen, in the Email Template Name field, enter Notify Requester - On Manager Rejection.

    Enter Template Name
  6. On the App Data tab, expand the System Data tab.

    Click System Data
  7. In the To field, drag the ProcessInitiator system data variable.

    Drag Process Initiator
  8. In the Priority field, select Normal.

    Select Priority
  9. Click the Content tab.

    Click Content tab
  10. On the Content tab, in the Subject field, enter Absence Request - Manager Rejected.

    Enter Subject
  11. On the email body, enter these:
    1. Dear ${/pd:AP/pd:formFields/pd:EmployeeName},

      To get ${/pd:AP/pd:formFields/pd:EmployeeName}, drag the EmployeeName form field from the App Data > Form Data tab.

    2. Your absence request has been rejected by your Manager.
    3. Comments: ${/pd:AP/pd:formFields/pd:ManagerComments}

      To get ${/pd:AP/pd:formFields/pd:ManagerComments}, drag the ManagerComments form field from the App Data > Form Data tab.

    4. Report View: Click Here

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

    5. Visual Process Monitor: Click Here

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

    6. Thanks

    Body content
  12. Click OK.
  13. On the Email Notifications screen, select Notify Requester - On Manager Rejection.

    Select Email Template
  14. Click Finish.
    The Process Builder shows the Notify Requester - On Manager Rejection Email activity in the Absence Request process.

    Notify Requester Email Activity