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[Eduardo Diaz]

We are using NAV2016 and have setup a “Sales Order Approval Workflow”. The workflow works fine but we now would like to improve it so that the original requester can get a notification once an order gets approved. I looked at the workflow events but couldn’t find any relevant options. Has anyone done this? What processes do you have in place? Thanks

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Eduardo Diaz
IT Director
Minequip Corp.
Miami FL
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[Greg Enns]

I used the solution  ?provided here and it works great:
Open Forum

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Open Forum Or you can add it to the response library to be able to reuse it as a response in any workflow on code unit 1521 (Workflow response handling) AddResponseToLibrary(CreateNotificationToRequestorEntryCode,0,CreateNotifOriginatorEntryTxt,’GROUP 0′) and then look for the “Created by User ID” of entry point CreateNotificationToRequestorEntry(Variant : Variant;WorkflowStepInstance : Record “Workflow Step Instance”) IF WorkflowStepArgument.GET(WorkflowStepInstance.Argument) THEN;WorkflowStepInstance.RESET;WorkflowStepInstance.SETRANGE(ID, WorkflowStepInstance.ID);WorkflowStepInstance.SETRANGE(“Entry Point”, TRUE);WorkflowStepInstance.FINDFIRST; ApprovalEntry.SETRANGE(“Workflow Step Instance ID”, WorkflowStepInstance.ID);ApprovalEntry.FINDFIRST;RecRef.GETTABLE(ApprovalEntry);NotificationEntry.INIT;NotificationEntry.Type := NotificationEntry.Type::Approval;NotificationEntry.”Recipient User ID” := WorkflowStepInstance.”Created By User ID”;NotificationEntry.”Triggered By Record” :=RecRef.RECORDID;NotificationEntry.”Link Target Page” := WorkflowStepArgument.”Link Target Page”;NotificationEntry.”Custom Link” := WorkflowStepArgument.”Custom Link”;NotificationEntry.INSERT(TRUE); ——————————JUAN CRISPINChewy.comPompano Beach FL View this on Navug >

Here’s what I did…(based on Juan’s guidance above)

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Greg Enns
ERP Coordinator
Technical Prospects
Kaukauna WI
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[Jenn Claridge]

?Hi Eduardo,

Have you looked into Auto Pilot from Cost Control or Microsoft Flows?

I believe both allow you the ability to notify users of changes to screens through email. You could setup a flow when the SO status changes from Pending Approval to Released and it could email the user.

Microsoft flows may be only available in 2017 so check out Auto Pilot. If that doesn’t work you could likely setup a custom Workflow but it may require a more advanced user to setup.

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Jenn Morton
Manufacturing Consultant
Sabre Limited
Cambridge Ontario Canada
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