Approval Notifications

  • Approval Notifications

    Posted by Elizabeth McQuiston on September 21, 2020 at 8:59 am
    • Liz McQuiston

      Member

      September 21, 2020 at 8:59 AM

      Has anyone figured out a way to get an e-mail notification that an approval request has been approved?Ā  We can get the original “requires your approval” and “approval has been rejected” but can’t get one for “request has been approved”.Ā  We are on BC 13 on Prem.Ā  We are looking for a solution that does not involve a customization either in the base system or using Flow.

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      Liz McQuiston
      Corporate Controller
      Superior Walls of America
      New Holland PA
      Running BC on Prem
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      BCUG/NAVUG Board of Advisors
      Delaware Valley Chapter Leader
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    • Lewis Rosenberg

      Member

      September 21, 2020 at 7:58 PM

      Base NAV2013R2 unfortunately does not send email notifications after an approval.Ā  I haven’t seen or heard whether that has changed in later versions of NAV and BC.

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      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      Chalfont PA
      http://www.apifishcare.com
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      BCUG/NAVUG All-Star
      BCUG/NAVUG Board of Advisors, Chairperson
      BCUG/NAVUG Programming Committee

      Twitter: @RosenbergL
      LinkedIn: https://www.linkedin.com/in/rosenbergl
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      NAVUG/D365BC-Community Summit:
      https://www.dynamiccommunities.com/events/community-summit-north-america/
      October 7-9, 2020
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    • Gregory Alford

      Member

      September 22, 2020 at 8:42 AM

      Sorry Liz, but the only way were able to get approval E-mails to work was a customization.

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      Gregory Alford
      Director of Technical Resources
      Tri Star Metals LLC
      Aurora IL
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    • Devora Locke

      Member

      September 22, 2020 at 9:10 AM

      I think we need to submit this as an upgrade request to Microsoft.   Its something we have often wanted as well.   -d.

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    • Greg Enns

      Member

      September 22, 2020 at 9:44 AM

      If you want the “Approved” notification to be sent to the person who requested the approval, then you need a developer to create an extension. This is not a modification of base app–just extending it using events that Microsoft created for exactly this sort of purpose. Check out this link for how to make it work. We did this in NAV2016 and are now using it in BC14 with zero changes/issues.
      If you want your “Approved” notifications to go back to one user, then you need only specify in the workflow that you want to send a notification to a specific recipient and then you specify the userID of that recipient.

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      Greg Enns
      ERP Coordinator
      Technical Prospects
      Appleton WI
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    • Mary Carrero

      Member

      September 23, 2020 at 8:56 AM


      This can be accomplished using the notify sender button on the workflow response.Ā  I had a Microsoft rep show this to me.

      workflow

      Notify sender option on workflow response

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      Mary Carrero
      Velosio
      apopka NJ
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    • Sydney Stroyer

      Member

      September 23, 2020 at 11:22 AM

      LIz, If you are in BC have you considered using Flows to handle your workflows and notifications? We are in BC16 but I believe Flows started with the first version of BC. Flows is extremely easy to connect to and use.

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      Sydney Stroyer
      JMH Companies
      New Orleans
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    Elizabeth McQuiston replied 5 years, 10 months ago 1 Member · 0 Replies
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