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Customizing Approval Email

Posted on by 215

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

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  • Verified answer
    ShaishavM Profile Picture
    ShaishavM 215 on at
    RE: Customizing Approval Email

    Thanks Steven, I will have it checked.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customizing Approval Email

    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

  • ShaishavM Profile Picture
    ShaishavM 215 on at
    RE: Customizing Approval Email

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

  • Suggested answer
    RE: Customizing Approval Email

    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 :-)

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Customizing Approval Email

    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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