Email Requisiton Approver when Req is released

You could build your approver list using RQ02 and in the Name or Title field put the email address of the approver for each level.

...but if you only have ProcessFlow Standard, how are you using an Inbasket? I didn't think a UserAction node would work with PF standard? If it does, why not check the Notify All Users of Work checkbox and let the system do the notification automatically?

Hi ConsultDavidW,
Can you refresh my memory where the check box for Notify All Users is? I can't remember where it is. I am tying the flow to the Req Approval service with the Event Type of EVT_PFLOW. I will take a look at RQ02. Thank you for your response.

Within your UserAction node if you go to the Work Detail tab you will see the checkbox. You have to define the information that is sent within this email on theProcess - Process Properties - User Node tab (you can use variables).

Unfortunately I have PF Standard so I don't have access to it. I will have to figure out another way. Any other ideas? Thank you.

query WFMETRICS retreiving the WF-RM-ID field for the workunit where operation is Approve, the last record is the last approver. using WF-RM-ID do an RMQuery to get the email address if they are in LDAP, otherwise query for their EMPLOYEE agent to get HR Company and Employee and use as keyto read the EMPLOYEE table to get EMAIL-ADDRESS.

Keep in mind the "check box" solution requires the email sent to be the same generic text for all UserActions in a flow because you put the text in one place.

This will not work with Standard either though because you will not have access to RMQuery either, the only help would be if the RM-ID matches employee number in your company then you could skip the step of RMQuery and read the EMPLOYEE table.

I assume you are using the generic delivered ReqApproval flow and are unable to change the UserAction since you say you are using Standard.

Again: You could build your approver list using RQ02 and in the Name or Title field put the email address of the approver for each level and use a standard Query to look up the email values at each approval level.

Hi David,
I like your idea of doing a query of WFMETRICS and will give that a try. Thank you for your help.

Hi David,
I checked out WFMETRICS and is looks as though a record for the workunit does not show up until the approver has approved the requisition. I need to be able to send an email to the approver when the requisition has been approved. Are there any other tables that would hold the information when the req is released? Thank you.

You are building the approver list in User Tasks? Even if you can't update the UserAction (since you only have PF Standard) to notify users when they receive a task, you could do a work around.

You can create a new Task called Email and assign that to each approver and add the Category Filter of their email address value to their records, you could at least do a Query to see who the approver should be and then another Query to retrieve their email address and then send them an email before your flow hits the UserAction node. (Can you send email with PF Standard?)

Hi David,
So would I do a query of the table WFUSERCAT based on the task Level1 and the Rec Loc value to get the RM_ID and then query it again to get the email address for the Email task?

That should work.

Thank you David for your patience.