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Is it possible to customize the email body for Vendor Workflow Approval (GP 2015)?

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Posted on by ABrown

I am trying to customize the Email for the Vendor Approval Workflow that we are currently implementing. My users would like a couple of the fields from Vendor Maintenance Options (Windows Display Name/PM_Vendor_Maintenance -Form), to show in the email body. There are limited fields to choose from with the delivered Doc. Type. When I try to add a field that is not an option I receive an error that states, ‘Fields do not match the document type assigned to the message.’ I am not a developer so forgive me, but I believe the Doc. Type limits the fields available. Is there a way to add fields to this Doc. Type, or another way to pull in more fields into the body of the email in a workflow? Any assistance or a point in the right direction would be great.

Thank you in advance,

Angela

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Community Member Microsoft Employee on at

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RE: Is it possible to customize the email body for Vendor Workflow Approval (GP 2015)?

Hi Angela,

I would suggest you to take a look at the article posted below to get an idea how you can customize the emails in the Workflow 2.0.

http://www.fmtconsultants.com/2015/12/how-to-customize-microsoft-dynamics-gp-workflow-emails/

I hope this helps.

Please let me know if you have any questions.

Viswa