Tuesday, May 3, 2011

Send email to attendees from designer workflow

You may come across to a common scenario where in you may want to send an email to attendees in the calendar list. Or let’s say you have a manager name as a field and then you want a leave approval from them, so you select manager name in the field and submit the button, then you want mail to go to that manager or the attendee.

Many of us have doubt that if this is possible out of the box or not, but yes this is possible through SharePoint Designer. We are talking about the sending an email to one of the field data from the list item not to static email address.

Let’s say I have a calendar list and I have a manager name field in it. So open SharePoint designer 2007 or 2010, navigate to your site. Create a new workflow, based on your requirement, select list and then on new item created.

In condition to make it always true, compare ID field with the ID field and then in actions, select send an email.

Select Workflow lookup and then from current item, select field. In my case, its manager name.

So now onwards, if any item is created in the list, then mail will be triggered to the name mentioned in the manager name field.

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