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Hello,
I am trying to set up a workflow where a employee receives an email when they need to approve an leave request.
I've set up the flow for one employee to request a new leave to their manager using the post hierarchy. I've set up the email when the request is approved but I don't know how to set up the email to the manager when a leave request is created.
Thank you.
As long as the manager (approver) has their email notifications turned on, they will receive an email when a request is submitted. You do not need to set up anything in the workflow.
(Edit: Of course, an organisation email template needs to be set up, but I don't think you are asking about this).
Hello Simon,
Thank you for getting back to me.
New question : how do you set up organisation email template and turn on email notification for managers ?
Thanks.
Hello Nina,
Please refer to some useful articles:
ER: How to use Organization email templates when emailing configurable business documents – CleverAX (wordpress.com)
How to set email notification for Workflow in Dynamics 365 for Operation - Microsoft Dynamics 365 Blog
Configure and send email - Finance & Operations | Dynamics 365 | Microsoft Docs
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