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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customizing Approval E...
Small and medium business | Business Central, N...
Answered

Customizing Approval Email

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Posted on by ShaishavM 225

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,

SM

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    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

  • Suggested answer
    Vanessa Garcia Profile Picture
    Vanessa Garcia Microsoft Employee on at

    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 :-)

  • ShaishavM Profile Picture
    ShaishavM 225 on at

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

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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

  • Verified answer
    ShaishavM Profile Picture
    ShaishavM 225 on at

    Thanks Steven, I will have it checked.

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