Finance | Project Operations, Human Resources, ...

Workflow notification

(0) Share

Report

Posted on by Anumana

I have created Invoice journal workflow and configured all the notification alerts like. when submit workflow, approved, Rejected and request for change and working fine.

now i need to setup like sending approval rerquest notification to Approver, then Approver can use the notification link to Approve/Reject the invoice journal but i didn't found anything setup in D 365,

Could you please suggest any one for the same.

I have the same question (0)

All responses (12)

Answers (0)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: Workflow notification

Hi Rohit Reddi

Please see this video for an example

community.dynamics.com/.../microsoft-dynamics-365-for-finance-and-operations-workflow-to-flow

Best regards

Ludwig

Was this reply helpful? Yes No
Suggested answer

SouravDam 11,730 on at

Like (0)

Report

RE: Workflow notification

Hi Rohith Reddi,

Have you checked the solution as explained in this thread?

Is there any further challenges left in this case? Kindly check and update in this forum.

Best regards,
Sourav Dam

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

Was this reply helpful? Yes No
Rohith Reddi 15 on at

Like (0)

Report

RE: Workflow notification

Hi Ludwig and Sourav,

I will get back to you with an update.

Thank you,

Rohith

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: Workflow notification

Hi Rohith,

Have you checked the last posts?

They provide some screenprints of what I describe above.

I think based on this information you should be able to achieve your email approval.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

SouravDam 11,730 on at

Like (0)

Report

RE: Workflow notification

Hi Rohith Reddi,

If my understanding is correct in this context; then what I feel that you are looking for a functionality where ERP will send one mail to the approver mentioning that to approve or reject the document.

If you have already done the above setups as mentioned in the previous comment; then system will send notification mail every time when a new work item is created and triggered for approval to the concerned approver.

As explained before; user can directly click on that Link as received in mail and then verify the document and decide whether to approve it or reject it.

You can select below work item instructions from the insert placeholders which will be displayed to the approver when a mail is send from the ERP.

Below is for your understanding. What you can do is; set the same in vendor invoice journal workflow configuration; set yourself as an approver; submit one vendor invoice journal in workflow. Once the work item triggers; you will get below details related to that invoice journal in mail which you can verify and then decide whether to approve or reject.

As you can see below; I have mentioned 'Pending Review'. You can write something like 'Please Approve or Reject' which will be displayed in mail to the approver.

Link: %Workflow.Link to web%

Company: %Ledger journal table.Journal lines.Company%

Invoice Journal: %Ledger journal table.JournalName%, %Ledger journal table.JournalNum%, %Ledger journal table.JournalType%, %Ledger journal table.NumberSequenceTable%

%Ledger journal table.Journal lines.Invoice% Pending Review

Account type and Account: %Ledger journal table.Journal lines.AccountType% %Ledger journal table.Journal lines.CustVendBankAccountId% %Ledger journal table.Journal lines.LedgerDimension%

Amount: %Ledger journal table.Journal lines.CurrencyCode% %Ledger journal table.Journal credit total%

Business Unit: %Ledger journal table.Journal lines.DefaultDimension.BusinessUnit%

Department: %Ledger journal table.Journal lines.DefaultDimension.Department%

Employee: %Ledger journal table.Journal lines.DefaultDimension.Employee%

Originator: %Workflow.Workflow originator%

Notes: %Workflow.Last note%

Description: %Ledger journal table.Journal lines.Txt%

Best regards,

Sourav Dam

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

Was this reply helpful? Yes No
Suggested answer

mhdshb1 1,250 on at

Like (0)

Report

RE: Workflow notification

Hi

You should find it after clicking on Approvals > Step 1 > Basic Settings

the work item subject and the work item instructions these fields will be send to the approver.

Was this reply helpful? Yes No
Anumana 32 on at

Like (0)

Report

RE: Workflow notification

Thank you to all your valuable information.

I have configured all email setup and receiving all notifications without fail. but i have a plan ti send one notification email to approver to Approve/Reject the invoice journal.

Hi Ludwig,

I tried all notification possibilities to configure this setup but all available notifications are related to the workflow started, approve, Reject, delegate and Request for change. so i cannot see any available notification in workflow to send the approve request notification to approver.

Available Notification in ERP:

Approve : once approve will receive the email notification

Delegate : you can transfer to some one to take the approve decission

Reject : once reject will receive notification

Request for change : once approver can ask to change anything then we can receive the notification.

please suggest me if i'm wrong anything here and guide me how can we setup the notification email to approver to Approve/Reject the invoice journal.

Regards,

Rohith

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: Workflow notification

Hello Rohith Reddi,

You can create an email with a link by using the standard placeholder 'workflow.link to web' in the work item instructions.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

SouravDam 11,730 on at

Like (0)

Report

RE: Workflow notification

Hi Rohith Reddi,

Kindly check the other suggestions first in this thread.

You need to do the following;

--- Set the email provider ID in the user account who will receive the workflow notification in mail. System admin > Users > Select the user > User options > Account > Email provider ID which should be SMTP.

--- Set the mail ID of that user in sender email field. The sender email should be same like what is mentioned in 'Alias'.

--- Go to Workflow section in the same form and set the 'Send notification in email' check box enabled.

In addition to that, you can also set the 'Send notification to action center' check box enabled which will send notification in the action center whenever any work item is triggered for approval to you.

--- Now you have to set the Link in the 'Work item instructions' area which you can select from the insert placeholder in workflow configuration.

Therefore when an work item will trigger for approval; you will get this link in your mail ID where you can click. Once clicked, it will directly take you to the workflow history form of that document which you can review and approve / reject.

Kindly check and update in this forum.

Best regards,
Sourav Dam

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

Was this reply helpful? Yes No
Suggested answer

mhdshb1 1,250 on at

Like (0)

Report

RE: Workflow notification

Hi

You can refer to those links to send email notification in workflow

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/configure-email-settings-for-the-workflow-system

https://community.dynamics.com/ax/b/dynamicsaxsurcharges/posts/how-to-send-email-notification-of-workflow

Was this reply helpful? Yes No