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Customizing Approval Email

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Posted on by ShaishavM

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Hi,

We have recently subscribed to Dynamics Business Central.

I am looking for professional help on customizing Order approval email templates.

Requirement is as follows;

1. For First time approval - add "New Order" to Subject Line.

2. Approval for Revised orders - add "Revised Order" to subject line.

3. We want to attach Order Comments Lines to the Email Body.

Hope someone can point me on the right direction.

TIA!

Regards,

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Dynamics 365 Business Central

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Marco Mels Microsoft Employee on at

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Hello,

Welcome here!

You can have a look here (bulletpoint 3):

docs.microsoft.com/.../across-setting-up-workflow-notifications

But I am sure others and MVP's will assist as well.

Thanks.

Marco

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Vanessa Garcia Microsoft Employee on at

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Hello SM! :-),

I think you may want to take a look into Codeunit 1510 - Notification Management.

In there you can find functions as "ReplaceTokensWithApprovalInfo" that manages what will appear in the Notification emails.

I guess you will need to customize a bit that code to add/remove what you need, to get the 3 requirements you are asking for included in the Email Templates sent as notifications from Workflow.

I hope it helps :-)

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ShaishavM 225 on at

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Thanks Marco and Vanessa. This is useful. I shall share with my developers.

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Community Member on at

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Shaishav,

You can define the layout of email notifications by customizing Report 1320, Notification Email. Here is a link on how to create the Custom Report Layout via RDLC:

docs.microsoft.com/.../ui-how-create-custom-report-layout

Note that on the Notification Setup you can define the Notification Type and Method.

Hope this helps.

Thanks,

Steve

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ShaishavM 225 on at

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Thanks Steven, I will have it checked.

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