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Microsoft Dynamics GP (Archived)

Workflow approval - can approve but not view document

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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?

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  • Derek Albaugh Profile Picture
    on at
    RE: Workflow approval - can approve but not view document

    This was a documented issue in Dynamics GP 2015/R2, which was fixed in Dynamics GP 2016 RTM.

    The affected workflow drillback links were/are:

    >> General Ledger Batch Approval

    >>Payables Batch Approval

    >>Receivables Batch Approval

    Thanks

  • Mustafa-Chohan Profile Picture
    on at
    RE: Workflow approval - can approve but not view document

    We are using Microsoft Dynamics GP 2015R2; we are sending emails for workflow approval. We are not able to open GL Batch Screen from Drill down function. Though it states nothing; when we click the link from outlook it shows the security message and nothing happens when we proceed. To be specific here our Purchase Order drill down is working perfectly fine.

    We are using the following (standard text) for message as shown below; 

    You have been assigned a task for the {%Workflow Step Name%} step in the GL Batch Approval workflow for GL Batch {%Batch ID%}.

    Task Deadline: {%Action Deadline%}
    Edit or view document: {%Document Drill Down%}

    Below hyper link is for GL batch (Not working)

    dgpp://DGPB/?Db=&Srv=TECHVENTURES&Cmp=TWO&Prod=0&Act=OPEN&Func=OpenGLBatchEntry&BACHNUMB=MAIN           &BCHSOURC=GL_Normal      &CREATDDT=Jan 20 2019 12:00AM&TIME1=Jan  1 1900 11:40AM

    Below hyper link if for PO (Working)

    dgpp://DGPB/?Db=&Srv=TECHVENTURES&Cmp=TWO&Prod=0&Act=OPEN&Func=OpenPO&POSTATUS=1&VENDORID=ACETRAVE0001&PONUMBER=PO2075&DOCTYPE=0&ActID=-1&MenuID=2&CurncyView=1

    I am seeing there are huge spaces in GL Batch which is not the case in PO; I am not sure as this is generated by standard package of Dynamcis GP 2015R2 - Latest Patch 

    Please advise.

  • Derek Albaugh Profile Picture
    on at
    RE: Workflow approval - can approve but not view document

    Correct, it is not possible to drill back from a workflow email notification to the document when using Web Client due to a limitation of HTML which is what the Web Client application uses in the browser window.

    The rich client of Dynamics GP works fine with the drill back functionality, so that is an option.

    Otherwise, for Web Client Only users, each workflow has a setup of navigation lists that will show this same type of information. For example, for the Purchase Order Approval workflow, there are three lists under Purchasing:

    --Purchase Orders > this will show all purchase orders regardless of status

    --Purchase Orders Not Submitted > this will show purchase orders that are not currently pending approval or action through Workflow

    --Purchase Orders Pending Approval > this will show the purchase orders that are currently pending action through Workflow

    Each workflow type has the same set of three lists available, which users can then use to select one of the workflows in the list and see information about it below as well as double-click on it in the list to bring up an inquiry window with the information in it.

    For example, when I have a pending PO for approval in Workflow, I can go under Purchasing and click the Purchase Orders Pending Approval list and see the POs pending approval, not necessarily for myself.

    From this list, I can see information about it below the list of pending POs, as well as double-click on a specific PO which pulls up the Purchase Order Inquiry Zoom window with that PO selected, in order to view the information.

    So, by this, Web Client Only users would still be able to view information about the workflow they are about to approve, similar to what the Edit/View link in the email notifications would be doing. Either way they would need to be logged into the same company database the workflow was submitted in, in Web Client.

    Let me know if you have any further related questions.

    Thanks

  • Tina Haerr Profile Picture
    432 on at
    RE: Workflow approval - can approve but not view document

    Just to clarify, you are saying it's not possible to drill back from a workflow email notification to the document in GP using the Web Client, is that correct?

    Any suggestions on what other GP Web Client users are doing to get around this?

  • Derek Albaugh Profile Picture
    on at
    RE: Workflow approval - can approve but not view document

    Hello Tina,

    Ok, I guess I spoke too soon.

    I was actually able to re-create what you mentioned where the Edit/View drillback links in the workflow email notifications sent to approvers work when using the rich-client for Dynamics GP but not in the Web Client, getting the error:

    "A connection Microsoft Dynamics GP could not be established. Be sure that you are logged on to the appropriate company and try again."

    Turns out that HTML5 that the new Web Client is using, does not support any drillback functionality at all, this includes drillbacks within the GP application itself. Because it is more of an limitation of HTML than Web Client or Dynamics GP, it isn't scheduled to be fixed at this time.

    Let me know if you have any questions and I apologize for the mis-information. I must've been thinking of a different version of Dynamics GP.

    Thanks again,

  • Tina Haerr Profile Picture
    432 on at
    RE: Workflow approval - can approve but not view document

    Thanks Derek.  Also, their GP version is 18.00.0496 and their Web Client is whatever is on the RTM install media according to the technical consultant.

  • Derek Albaugh Profile Picture
    on at
    RE: Workflow approval - can approve but not view document

    Let me test it on GP 2018 Web Client again and see if I run into any issues...…..I'll let you know what I find out...…..

  • Tina Haerr Profile Picture
    432 on at
    RE: Workflow approval - can approve but not view document

    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.

  • Tina Haerr Profile Picture
    432 on at
    RE: Workflow approval - can approve but not view document

    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.  

  • Derek Albaugh Profile Picture
    on at
    RE: Workflow approval - can approve but not view document

    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,

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