Workflow approval - can approve but not view document

(0) Share

Report

Posted on by Community Member

Testing workflow setup

Workflow approval works - if <= $500, user1 gets email notification and can approve requisition

if > $500, user2 gets email notification and can approve requisition

But neither user can view the document - it wants the user to be logged into GP. (Dynamics GP Drillback window pops up stating: A connection Microsoft Dynamcis GP could not be established. Be sure that you are logged on to the appropriate company and try again)

Any suggestions as to why this happens?

*This post is locked for comments

I have the same question (0)

All responses (17)

Answers (0)

Peter Muchira 1,912 on at

Like (0)

Report

Hello Deanne,

Have you confirmed that the Web services are running well ?

Was this reply helpful? Yes No
Derek Albaugh on at

Like (0)

Report

Hello Deanne,

For the drill down link to view the workflow from the assignment email, the user must be logged into Dynamics GP on the same machine, logged into the same company that the workflow is submitted from and currently pending approval for, otherwise it won't work and give the message you're seeing.

Web Services only powers the Approve, Reject and Delegate links on the same assignment email for Workflow 2.0, it doesn't have anything really to do with the drill-back link used to 'Edit/View'.

Thanks,

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Found out that the client didn't have web services installed - got it installed now

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

That's disappointing, Derek. We're having an issue where the approver/rejector wants to see the vendor info and all we can put in the email notification is the vendor ID. We cannot add the vendor name to the email anywhere and now we cannot view the requisition via the workflow process.

Was this reply helpful? Yes No
Derek Albaugh on at

Like (0)

Report

Sorry for the late response.......

I agree with what you're saying and would recommend this as a product suggestion.

As it stands now, the user would have to have Dynamics GP open and logged in to that company database, to click on the Edit/View link in the approval email sent to them, which would bring up the Purchase Requisition Entry window with the vendor name and related information.

Thanks

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

You can add document fields to the message by going to Message Setup for the WF ASSIGN VENDOR APPROVAL message and choosing the additional fields. There are also ways to customize the fields that you can display.

Here is the link www.fmtconsultants.com/how-to-customize-microsoft-dynamics-gp-workflow-emails

Was this reply helpful? Yes No
Tina Haerr 432 on at

Like (0)

Report

Derek,

Can the user be logged into the Webclient to view the document? Can they view the purchase order and a receivings shipment/invoice transaction?

Was this reply helpful? Yes No
Derek Albaugh on at

Like (0)

Report

Hello Tina,

Yes, the Edit/View link in the workflow email notifications will work the same in the Web Client as it does in the rich client for Dynamics GP.

In order for the drillback link to work, the user must be logged into the company database that the workflow drillback is referencing, in Web Client, so that it can open the corresponding window to view the PO or whatever type of workflow being looked at.

Let me know if this isn't what you're finding, and if not, what version of Dynamics GP and Web Client you're using, so I can verify on my test server, as it's been awhile since I've tested this functionality in Web Client.

Thanks,

Was this reply helpful? Yes No
Tina Haerr 432 on at

Like (0)

Report

Hello Derek,

The user testing this process is a full user, with appropriate security to view the document. She is logged into the correct company (they only have one). This is a test upgraded to GP2018. I can request the exact version information if you need it.

Was this reply helpful? Yes No
Tina Haerr 432 on at

Like (0)

Report

Derek,

Additional information...When she clicks the link she gets a security notice indicating the link may be unsafe. If she clicks yes, she gets another message that says A connection Microsoft Dynamics GP could not be establish. Be sure that you are logged onto the appropriate company and try again. Again, she is logged into the company on the Web Client as a full user with the appropriate security.

Was this reply helpful? Yes No