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Jul 06, 2016 at 08:44 AM

Email Notification for Multi-step Approval Process

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Hello Everyone,

We have defined a 2-step approval process for sales quote. Then we want to inform validators by email notifications. The expected behavior is that:

  1. when conditions are met, N+1 validator receives a notification ⚠️ and also a mail reminder
  2. once N+1 has approved, N+2 receives the notification ⚠️ and the mail reminder

To reach this, we have 2 options: Standard email notification sent by system, or custom email triggered by a workflow rule. However, none of these two options is suitable for us:

  1. For the standard email notification, is there a way to personalize the content or the text?
  2. For custom email sent by workflow, we want that only when the first validator has approved, receives the second validator a mail reminder. I have defined 2 types of recipient: Reporting Line Manager (N+1) and Territory Owner (N+2), but during the test they receive the mail at the same time. This is not what we are looking for.

We can adopt either the standard mail notification or the custom workflow, as long as we can solve the problems mentioned above. I have searched in SCN and C4C help documents, and have found no answer.

Thank you very much for all your help.

Best regards,

Alicia