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BACKGROUND

I have an approval process configured for Opportunities:

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I defined the Approval Assignment Email Template as follows:

enter image description here

I am using 3 users in my org for this case:

  1. 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.
  2. Courtney Brown - (Profile: Standard Platform User; Role: Manager (it's under VP, North American Sales)) - this user is defined as Manager for User Admin
  3. 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.

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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 Admin

A 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?

1

Create a separate text field like Approver__c (which will capture logged-in User Name) and update that field from Approval Actions via field update.

And, use this field in the Email template.

  • Thanks for quick reply @Santanu Boral. This is a nice workaround, I just tried it. Anyways, I am still wondering why {!ApprovalRequest.Process_Approver} does not return the name for the actual approver ? – Eduard Aug 8 '18 at 12:22
  • Im not sure, but above solution I have used at my last project – Santanu Boral Aug 8 '18 at 12:27

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