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Finance | Project Operations, Human Resources, ...
Suggested Answer

Email Message in Dynamics gp workflow does not get the data from company database

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Posted on by 606

We have workflow for Vendor approval and PO approval in dynamics GP. Whenever users submits the workflow , workflow assignment email will be send assigned users.

Email template has the fields we added.

This email sent to the approver has the submitted data in email body like if it is vendor approval we have Vendor ID, Name , Payment terms etc.

This data is coming correctly in vendor approval workflow. but it is empty in PO approvals.

We have only PO number, vendor ID, vendor name, in the email message for PO approval assignment. but after submitting when approver received email, those fields are empty.

I checked all the tables but couldn't find out what could be the problem. If anyone could shed some light it would be much helpful.

Regards,

Arunkumar

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  • Suggested answer
    Derek Albaugh Profile Picture
    Microsoft Employee on at

    We'd probably need a support case to look at the workflow emails with you and how you have them setup.

    I can tell you which table holds the workflow email template fields and all that, but as to why the data pulls for the vendor workflow but not the PO workflow, the functionality is pretty much the exact same on both, so no real reason why one would work and the other would not.

    I will say that we have seen where doing any type of copy/paste into the workflow email templates can cause issues, so you want to be manually typing anything that you're looking to add or modify.

    Thanks

  • Arunsh Profile Picture
    606 on at

    Thank you Derek. I am not copy pasting any content from vendor workflow. It was manually created. I have all the tables that is related to workflow. But couldn't make anything out of it.

  • Suggested answer
    Derek Albaugh Profile Picture
    Microsoft Employee on at

    We'd still probably need a support case because via forums, I can't tell you why a custom email template you're using with the Vendor Approval workflow is showing information but another custom email template you're using with the PO Approval workflow is not.

    The copy/paste I mentioned is something we saw when Workflow first came out, and if you're on Dynamics GP 2015 as mentioned on this forum, it's a possibility you're running into something like that.

    If the custom template for the PO Approval workflow has never shown the information correctly, for any users, then you'll want to re-work that template because it would seem it's not setup correctly in some way.

    If the PO Approval workflow is showing data via the custom template email for some users but not others, I'd look at how they're looking at the email, such as what type of email application. For example, if looking at the email via Outlook compared to looking at it via Gmail or Apple mail, things like that.

    There's just not enough information here for us to tell you why you're seeing the issue you're seeing.......

    Thanks

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