Thursday, 1 December 2022

SEND EMAIL NOTIFICATION TO SUBMITTER OF APPROVAL PROCESS AFTER RECORD WAS APPROVED

 (HERE WE TAKE ONE EXAMPLE  THAT I HAVE CREATED ONE CUSTOM OBJECT AS TIME ENTRY IN THAT OBJECT HAVE OONE FIELD AS BILLABLE HOURS AND I HAVE TO CREATE THE  APPROVAL PROCESS FOR BILLABLE FOR THE CONDITION OF IF BILLABLE HOURS IS GREATER THAN 5HOURS MEANS SEND AN APPROVAL TO SUBMITTER USER)

* FIRST CREAT E CUSTOM OBJECT AS TIME ENTRY AND ALSO CREATE FIELD BILLABLE HOURS

* NEXT,CREATE  LOOKUP  FIELD AS APPROVAL SUBMITTER WITH PARENT OBJECT AS  USER

* THEN CREATE APPROVAL PROCESS WITH ENTRY CRITERIA  AS BILLABLE HOURS IS GREATER THAN 9 NEXT,IN FINAL  APPROVAL ACTION SELECT ADD NEW TO CREATE EMAIL ALERT




GIVE FOLLOWING VALUE

IN UNIQUE NAME GIVE EMAIL NAME

IN EMAIL TEMPLATE CHOOSE YOUR EMAIL TEMPLATE

IN RECIPIENT SELECT RELATED USER AND CHOOSE  APPROVAL SUBMITTER IN SELECTED RECIPIENT

* NEXT,IN FINAL REJECTION ACTION GIVE SAME VALUE AND FOLLOW SAME PROCESS WHICH WE GIVEN IN FINAL APPROVAL ACTION AND ACTIVATE THE APPROVAL PROCESS

* NEXT,CREATE FLOW WITH SUBMIT APPROVAL ACTION WITH OUR APPROVAL PROCESS NAME

* SELECT TRIGGERED FLOW AND DRAG ACTION FROM ELEMENT AND CHOOSE SUBMIT FOR APPROVAL AND GIVE RECORD ID AND APPROVAL PROCESS NAME


            


* NEXT,ADD UPDATE RECORDS ELEMENT AND CHOOSE SPECIFY CONDITION TO ADD RECORDS

* IN OBJECT CHOOSE TIME ENTRY CHOOSE  ALL CONDITON ARE MET(AND) AND GIVE CONDITION AS 

            ID EQUAL TO RECORD ID

AND SET FIELD VALUE AS CHOOSE APPROVAL SUBMITTER AND SELECT  VALUE WITH CHOOSE NEW RESOURCE AND SELECT  FORMULA FIELD AND GIVE USERID AND SAVE THE FLOW AND ACTIVATE THE FLOW

BACK TO THE TIME ENTRY OBJECT AND CREATE RECORD WITH OUR APPROVAL CRETERIA AND SELECT SUBMIT FOR APPROVAL BUTTON

AND AFTER YOUR RECORD WAS APPROVED YOU WILL RECIEVE THE APPROVED EMAIL  AS LIKE THE FOLLOWING  EMAIL



Create Bundle Product with Product Option in Revenue Cloud

Let's explore how to create a Bundle Product along with its Product Options. First, we need to create the Bundle product.  App Launcher ...