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Microsoft Dynamics GP (Archived)

Adding Fields to the workflow message

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Posted on by 919

Hi 

My client is using the Purchase order workflow and they are using the field contract number in the PO 

They want this field to show up in the email that goes to the approver .

I looked into the fields available  and clicked additional fields but its not there. Is there way to add it? workaround, customization?

Thanks 

Ola 1018.Untitled.png

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  • Suggested answer
    MG-16101311-0 Profile Picture
    26,225 on at

    Before you proceed with any of the recommendations here, please try this in a test environment first. Prior to attempting this in your production environment, you must have a full copy of your system and company databases.

    To add the Contract Number field, you must do so via T-SQL, as this field is not a part of the standard fields displayed out of the box. The following script should help:

    declare @seqnumbr int;
    
    select @seqnumbr = max(seqnumbr) + 1 from WF40202 where Workflow_Type_Name = 'Purchase Order Approval';
    
    insert into WF40202 (Workflow_Type_Name, Email_Message_Type, SEQNUMBR, Ord_Line, WF_Template_Field_Type, TableSeries, TableDictID, RSRCID, TablePhysicalName, FieldPhysicalName, FieldName, FieldDataType, TableRelationship, AdditionalFields)
    values ('Purchase Order Approval', 2, @seqnumbr, 0, 18, 4, 0, 0, 'POP10100', 'POPCONTNUM', 'Contract Number', 5, 1, 0);
    
    insert into WF40202 (Workflow_Type_Name, Email_Message_Type, SEQNUMBR, Ord_Line, WF_Template_Field_Type, TableSeries, TableDictID, RSRCID, TablePhysicalName, FieldPhysicalName, FieldName, FieldDataType, TableRelationship, AdditionalFields)
    values ('Purchase Order Approval', 3, @seqnumbr, 0, 18, 4, 0, 0, 'POP10100', 'POPCONTNUM', 'Contract Number', 5, 1, 0);

    Once you've added the field, you can go back to compose the message as it should now appear in the list.

  • Ola Darwish Profile Picture
    919 on at

    Perfect

    Thank you so much

  • Community Member Profile Picture
    on at

    Mariano,

    Is there a way to add AA dimension codes and amounts to the available fields?

    Thank you,

    Julie

  • MG-16101311-0 Profile Picture
    26,225 on at

    Julie, I would have to check. So long we can establish a relationship between the tables, there's always a way.

  • Community Member Profile Picture
    on at

    Mariano,

    Do you have to setup a table relationship somewhere in SQL or GP?  How do you know how to populate the TableRelationship field in WF40202?  

    Thank you,

    Julie

  • Sheilajr Profile Picture
    745 on at

    Mariano,

    You are always helpful as ever.  I have a client who wishes to add the Distribution (Purchases) account when sending a WF message for Payables Transaction approval.  I would expect this would be a bit different since there could be more than one distribution to the Purchases Dist Type.  Would you say that this is possible?  Now remember, I am not a programmer, just a creative problem solver. :)

  • George887 Profile Picture
    5 on at

    Thank you so much for the informative and interesting post I like your points which you have discussed over here, great job.

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  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,061 Moderator on at

    Hi Sheila,

    Hope you're doing well in those tough times.. I believe Mariano once blogged about this feature, but I found another reference that should do it as well..

    community.dynamics.com/.../joining-in-additional-tables-for-workflow-conditions

    Once you have access to all the tables from GP, you should be able to add the fields you're looking for.

    Good luck!

    PS: just realized by re-reading your question that you want this in the WF message.. not the WF condition.. so this might not work, though I haven't tried it out.

    PPS: Others have struggled with the same problem and someone opened at the time a suggestion / change request in Connect for Microsoft's GP Team.. not sure that ever went anywhere.
    https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/178983/workflow-email-approval-message-setup

    PPPS: found the suggestion link in the new Ideas site: https://experience.dynamics.com/ideas/idea/?ideaid=184caf95-045d-e811-bd6d-0003ff68b9c6

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