Setting up a workflow to send an email to a Line Manager following a Portal request for annual leave
Workflow > Actions > New
Description: Email Line Manager Holiday Request
Action Type: Email
Performed By: Automatically
Who: Line Manager
Subject: Request for Annual Leave
Body: <KNOWNAS> has requested annual leave for <DURATION> days from <START_DATE> to <END_DATE>.
Please review the request here (page URL).
Yes to ‘Do you want to create a Workflow Process from this Action?’
Qualifying Query – a query with a filter on leave type = holiday
Qualifying Type: Proposed/Authorised (dependent on Portal submit form authorisation)