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approval merge field: {!ApprovalRequest.Process_Assignee} or approver
Below is fromhelp & training:
- Approval process merge fields can be used in email templates, but not mail merge templates.
- If the email template you choose contains approval merge fields named {!ApprovalRequest.field_name}, these fields will return values only when that email template is used as the approval assignment template. If you use the template for any other email alert action—in either workflow rules or approval processes—the merge fields will return a null value.
- In a multi-step approval process:
- Merge fields in the approval request email are set to the submitter's name and the name of the first step.
- When the request is approved, the merge fields update to the most recent approver's name and the name of the second step.
- For subsequent actions, merge field values are updated based on the previous completed step.
This is crazy. I am just trying to send an email template, "Approved Quote Notification", that alerts a sales team group that Opportunity X was approved by Manager Y and cannot use {!ApprovalRequest.Process_Approver}. If any one has any ideas on how else to do this let me know.
Thanks!
Just wondering if anyone has resolved this.
I want to send an email alert when something is approved, but in that email I want to include the name of the person that did the approving. I dont know which merge fields I can use that would give this information.
i have a one step approval process. I added {!ApprovalRequest.Process_Assignee} and {!ApprovalRequest.Process_Approver} to my email, but these are both showing the name of the person that submitted the approval request.
1. I created a new User lookup field object. I populated this in Initial Submission Action with the Next Approver name.
2. Now In each approval step, In the approval action, I updated that user lookup field with the next Approvar Name.
3. Updated email template to use the User Lookup field to get the Approver name.
http://simplyforce.blogspot.in/2014/07/approval-fields-in-email-notification.html
Approval Process: Need "Next Approver" and "Next Step" Fields for Email Templates https://success.salesforce.com/ideaView?id=0873A000000TtNCQA0
Thanks!