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Small and medium business | Business Central, N...
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sending notifications to specific user

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Posted on by 40

How can we send notifications to specific user via emails to approve some requests. 

Ex: when someone creates sales order and it should be approved by someone. so notification should be sent to the specific user via email to approve the sales order. 

  • Suggested answer
    Bilal Haider Profile Picture
    487 on at

    Hi,

    Workflows are used to connect and automate business tasks that require different users. In Business Central you can create workflows.

    Let's take your example where you need to send approval request for a sales order. There is a template already in system for Sales Document approval. You can use that to create a new Work flow. Then you need to create a hierarchy of users with their email addresses that who is approver and who requests, it is done in Approval user setup.

    On enabling this Workflow if you now try to post an open Sales Order system will prompt you to send a request. Then on sending request the approver that is set on Approval user setup will get an email. From there he can approve if he has outlook otherwise he can open Business Central and in notifications he will have this notification. Approver can either Approve, Delegate or Reject this request.

    This is very precise for more details: docs.microsoft.com/.../across-workflow.

    Hopefully it will help you.

    Regards,

    Bilal Haider

  • Verified answer
    Visitha Perera Profile Picture
    40 on at

    thank you @Bilal Haider

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