Perform the steps below to create the workflow:
1.) Create Workflow (Customization > Workflow > Workflows > New)
Basic Information:
- Name: New Employee Notification
- Record Type: Employee
- Release Status: Released
- Enable Logging: Checked
- Initiation:
- On Create: Checked
- Trigger Type: -All-
- Save
2.) Create State 1
- Name: Send Email
- Save
3.)Create New Action
- Select Send Email State
- Click New Action
- Click Send Email
- Basic Information:
- Trigger On: After Record Submit
- Parameters:
- Sender:
- From Field:
- Record: Current Record
- Field: User
- Recipient:
- Form Field: User
- Field: Supervisor
- Content:
- Custom:
- Subject: New Employee Created
- Body: (Use Source Edit Mode)
<table border="1" cellpadding="0" cellspacing="0">
<tr>
<td>
<p>Employee ID</p>
</td>
<td>
<p>Supervisor</p>
</td>
<td>
<p>Email</p>
</td>
</tr>
<tr>
<td>
<p>{entityid}</p>
</td>
<td>
<p>{supervisor}</p>
</td>
<td>
<p>{email}</p>
</td>
</tr>
</table>
- Save
This email message received can then be copied to an Excel sheet which can be used to perform CSV imports.
No comments:
Post a Comment