BACKGROUND
I have an approval process configured for Opportunities:
I defined the Approval Assignment Email Template as follows:
I am using 3 users in my org for this case:
- User Admin - (Profile: System Administrator; Role: n/a) - the user I am using to log into the org. This user is an Opportunity Owner, hence Initial Submitter.
- Courtney Brown - (Profile: Standard Platform User; Role: Manager (it's under VP, North American Sales)) - this user is defined as Manager for User Admin
- Allison Wheeler - (Profile: Standard Platform User; Role: VP, North American Sales)
PROBLEM
When I submit an opportunity for approval, I expect that user Courtney Brown will receive an email (based on the Discount Approval Request template) and see her name in the Greeting section.
Instead when I check the email, I see the name of the User Admin:
Dear,
User Name: User Admin
Process_Assignee: User Admin
Process_Approver: User AdminA new discount request approval is pending. Please log in to your org for details.
Best,
User Admin
I assumed that {!ApprovalRequest.Process_Approver}
would give me the desired output, alas it didn't. I don't understand why this happens and if it is possible to achieve at all?
WHAT I GOOGLED (did't help)
How to get the approver name into an HTML email?
How to get name of the approver in Email template?