(Example) Configure an E-mail Activity to Notify the Requester for the Leave Rejection in the Absence Request Process

To configure the E-mail activity to notify the requester when the manager rejects the leave request in the example absence request process, do the procedure in this topic.

Good to Know

How to Start

  1. (Example) Create a Process-Based App 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.
  7. (Example) Configure a Condition Activity to Check the Leave Approval Status in the Absence Request Process.

Procedure

  1. In the Process Builder, in the Activity Library, open the Common tab.

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

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

    Notify Requester On Manager Rejection
  4. Click Next.
  5. On the E-mail Notifications screen, click Add Add icon to add a new e-mail template.

    Add
  6. On the E-mail Template Configuration screen, click the Header tab.
  7. In the E-mail Template Name field, enter Notify Requester - On Manager Rejection.

    Notify Requester On Manager Rejection
  8. In the To field, drag the ProcessInitiator process data variable from the Process Data > System Data screen.

    ProcessInitiator
  9. In the Priority field, select Normal.

    Normal
  10. Click the Content tab.
  11. In the Subject field, enter Absence Request #${/pd:AP/pd:formFields/pd:RequestID} - Manager Rejected.

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


    Subject
  12. 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 rejected by your Manager.
    3. Comments: ${/pd:AP/pd:formFields/pd:ManagerComments}

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

    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
  13. Click OK.
  14. The Process Builder shows the Notify Requester - On Manager Rejection e-mail activity in the example absence request process.

    Notify Requester On Manager Rejection e-mail activity