I've created the email template & the workflow rule to send the email, but I can't find how to send it ONLY to the manager specified in the complaint - all managers don't want to receive every complaint, only the ones they are dealing with.
The manager generally won't be the record owner so I can't do it that way.
Any ideas?
3 个回答
If this is not working as I know for sure the cross object email alerts does not work well with Related Accouns or Contacts, you will have to do the below
Create a Custom Email field on the Obejct and label it as Manager Email
As part of your workflow rule that sends email to the Manager, create a field Update action
Field to Update: Manager Emailuse formula to set the new value and the formula is
Manager__r.Email
Please use the insert field button to select the field API Name of the Email field from related user object.
Now as part of your email alert action, select the Recepient type as Email field and select the Manager Email field
