How does a line manager receive notification emails?

Modified on Tue, 10 Dec, 2024 at 3:00 PM

To Receive Email Notifications 

  1. Setup an approval record with 1 stage that goes to the line manager for approval.
    Go to Setup> Approvals.
  2. Create a user account with a real email address for the line manager.
    Go to Setup> People
  3. Create an account for another user and add the Line Manager and Approval Workflow.
    Go to Setup> People
  4. Invite the user to sign in to Capture Expense.
    Go to User record> Actions> Display Invite Link
  5. As a user, raise an expense claim.
    Go to Expense
  6. As a user, submit the expense claim for approval.
    Go to Expenses> Draft.
    The line manager will receive a notification to approve the Expense claim.

  Note:

If the line manager has not received any notifications, they should check their junk mail/spam folders or go to User settings Preferences to check that the notification options are not switched off.

 

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