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How can I send a notification by email automatically?

Oct 20, 2017 at 03:11 PM


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Dear Expert,

I want to send e-mail automatically when approval triggers(on sales quote) and when she/he is clicking the mail, she/he can reach the relevant document. Is it possible, if yes how can i do it?

Best Regards,

Berkay CAN

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1 Answer

Best Answer
Matheus Bastian
Oct 20, 2017 at 03:33 PM

Hello Cihan,
As per the standard system behavior, you cannot change the body of the approval notification e-mail.
However, you can set up a Workflow rule with an e-mail template that triggers when the document is in approval. Check Creating a Workflow Rule section in Admin Guide for help.
And then, using the template, you can configure the URL to redirect the user directly to the document. Check this section for help doing that.
Please note that there are limited item types to use when setting up URLs for direct access, and for sales documents you will only be able to create links to Opportunities.
I hope this helps.

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