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Business Central Notifications through "Notes"

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Posted on by CU30040957-0

Hi Community,

I would like to use Notification Method as /Notes/ in Workflow Notification Setup.

I really don't know how this works.

My requirement - When the User creates a document and send the document for approval the Approver should get notified in Business Central's My Notification section (or some other place, if there is any)

Email Notifications are perfectly working fine for me. However, I want to use this / Note/ notification method.

Setups I have done.

1) Workflow Notification Setup for New Record and Approval for Sender (User) & Receiver (Approver) (Screenshot given above)

2) Workflow Setup - Have turned on Notify Sender boolean for each condition

The approver is getting Approval Request, but not getting notified.

Is there anything I am missing out in the setup to send Notes ?

I didn't found much more details for this feature over the internet.

Please assist.

Thank You

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Valentin Castravet 4,475 Super User on at

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Business Central Notifications through "Notes"

No problem, please mark the answer as verified if it helped.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
CU30040957-0 15 on at

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Business Central Notifications through "Notes"

Thank You everyone for the response.

Thank You Valentin for detailed explanation, I was under the impression that system will notify the Approver under the Notification Section in the App bar.

However, as per the setup system has created Notes under the factbox of the document you suggested.
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Saurav.Dhyani 10,155 User Group Leader on at

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Business Central Notifications through "Notes"

Hi,

Notify does not notify user as it used to work in Dynamics NAV (as there is no boolean to notify user).

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube
gdrenteria 3,108 Super User on at

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Business Central Notifications through "Notes"

Hi

You can go to this page and see if your notifications have been released.

BR

GR
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Valentin Castravet 4,475 Super User on at

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Business Central Notifications through "Notes"

You're not missing anything. Setting up the Notification Method as Note simply means that the system will add an entry in the Notes factbox. If you check, you should see several entries here in your documents/journals.

It does not create notifications in the Notifications icon in the App Bar

If you don't want to use email notifications, then in Business Central you can use either the Approval Entries Page, the Approval Request Entries Page, or the Requests to Approve Page. You can also use the Approval factbox that Shauna mentioned.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Suggested answer

Shauna Langley 606 Super User on at

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Business Central Notifications through "Notes"

Hi,

Hopefully this will help.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-setting-up-workflow-notifications

When a document is sent for approval then there are cues in the profile screen that should be updated for the approver.

Make sure that the approver has the appropriate profile assigned to there user id so that they can see these cues/tiles.

Hope that helps,

Shauna