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Hello
I have a Notification Template set for the pending pro forma invoice notification. The approval has two steps:
1) Approval by Project manager (as defined in the Project)
2) Approval by the Finance team (as defined in the Company tree)
The second step does not have the 'Employee' set in the aprroval as there is not a single employee in the finance team responsible for all approvals, rather a group of people.
So the way I would like this to work is the notification sends the first approval to the email address of the project manager, then the second approval is to be sent to a distribution email for the finance team. However there does not seem to be a way to do this. The 'To' field is set to ((Approval.OwnerID.DefContactID.EMail)) which works fine for the first step, however there is no email associated with a Company Tree group, hence 'To' is blank for the Finance Team.
Is there a way in the placeholder syntax ((Approval.OwnerID.DefContactID.EMail)) to put a condition such as: If ((Approval.OwnerID.DefContactID.EMail)) is blank, then use mydistribution@email.com instead?
I think the trick is to create a fake employee and login for the group, and in the email address just put ; between each email address. At the moment no way to send to a group of people as far as I know, it always sends to the owner in the company tree in that workgroup only. I have also tried using the email created to fire a business event email to others, but I couldnt get that to work, so maybe try that and see if you can get that to work
Thanks Leanne, I was hoping to avoid the fake employee but I think you are correct.
There does not seem to be a way to correctly trigger the Business Event for the multiple approval steps unfortunately.
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