Need to send an Email Alert to Owners manager

Question

I need to create a workflow on the opportunity which will send an Email alert to owners manager.But I cannot see Owner manager in recipient Type.

I have tried to create a one Email field on Opportunity and using field update ,updated that email ID in the same workflow.but still, it is not running.I guess Email alert is firing first and then Field Update. Please suggest if any solution.

Answer 1

See the Workflow Execution Order reference document

The order in which individual actions and types of actions are executed is not guaranteed. However, field update actions are executed first, followed by other actions.

In this case, email field will be updated first and then email alert will be executed.

You can create custom Email Field with on Opportunity which will capture Owner's Manager Email. This email field will be updated using Workflow Field Update (Owner.Manager.Email)

You need to add one more action to send email alert in the same workflow rule.

You will be able to add this Email field in Recipient Type of a Email Alert.