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We have a custom object called Worklog.

This custom object (Worklog) has a custom field (Worklog_User__c) which is a lookup to an salesforce user.

This user should get a notification whenever a record is created for this custom object with him/her being the associated user in that lookup field (Worklog_User__c)

We are trying to use the out of the box (Workflow Rules -> Email Alerts) feature for this.

We are stuck because there is no provision available to specify the email of the worklog user.

I have attached the screenshot also..hope it helps.

http://imgur.com/FOVhN2Z

Can someone tell me whether I can use out of the box feature for this ?

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1 Answer 1

up vote 3 down vote accepted

Lookup fields to the user object should be available under 'Related User', not 'User'.

enter image description here

The available recipients in my example are all the custom user lookup fields I have on the account object.

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Hi Ninja..Appreciate the answer..Just one more thing..Is it possible to reference a user lookup field in the parent object of this Worklog custom object ?. –  UnderDog Aug 7 at 12:57
    
I don't believe so no, but you could create an email field on the child and use a WFR rule to populate the email field of the child from the parent. –  sfdc_ninja Aug 7 at 13:19
    
Accepted as the answer :)..Thanks and one last newbie question..I assume that in WF the Immediate Workflow Actions get executed in sequence am i right ? –  UnderDog Aug 7 at 14:09
    
Actually no, not necessarily. The order is undefined and you cannot guarantee the order of execution. :( –  sfdc_ninja Aug 7 at 14:11
    
Hi Ninja - Thanks for help so far. What about this ?. Step 1 - WF evaluation criteria will be whether email is populated and a checkbox (new field which I will create with default value as false) is false or not. Step 2 - After the evaluation criteria there I assume that there will not be anymore evaluation Step 3 - As one of the immediate WF actions, I will create an email alert Step 4 - As one of the immediate WF actions, I will set the checkbox (mentioned in step1) as true So WF will not be re-evaluated in this session I guess order of Step 3 & 4 should not be an issue.What do you think ? –  UnderDog Aug 7 at 14:40

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