Copy Workflow Doesn’t Copy Notification Settings

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPI made a discovery the other day about the Copy Workflow functionality in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance). I have been working with a client to create a new Purchase Order Processing workflow. After the client did UAT on a test system, we needed to transfer the workflow to the live system.

We did this by copying the Workflow from the test company to the live one using the Coopy functionality. After the copy, users did a little testing on live and found that originators were not receiving notifications, but users were receiving the task assignment emails.

This was not the first email issues we had encountered during the project, but turned out to be the simplest to resolve (although it took longer than it should to identify).

To correct the issue, open the Workflow and click the expansion arrow next to the Send notifications for completed actions checkbox and remark the checkboxes for the notifications which should be sent:

Workflow Email Notification Maintenance

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Customising Dynamics GP Workflow Emails: Adding An Image

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI thought I had posted about this a littler while ago as part of my Customising Dynamics GP Workflow Emails series, but it seems I missed it. The reason it came back to mind, was when I was onsite with a client doing some training on Workflow, they asked if it was possible to add a company logo to a Workflow task assignment email.

It is. In fact, you can add any image you want to a workflow email. In this example, though, I am going to stick with using a company logo.

In the Message Setup (Administration area page >> Setup >> Company >> Workflow >> Message Setup) window load the message you want to amend and simply add the HTML image tag:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Adding An Image

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Dynamics GP Tech Conference 2017: New Features In Workflow

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

There have been new features in other areas, which I will come back to, but Workflow is sort of “my thing”, so I’m going to mention the new features which are being added to Workflow 4.0 (I apparently missed the boat somewhere on the name change to Workflow 3.0?).

The coming new features are:

  • Reminder emails for Workflow – this is a feature which has been requested of ym by a couple of clients recently, so nice that I’ll be able to go back and tell them it will be in the next version.
  • Copy Workflow Step – nice to see this one added as it was one of my suggestions on MS Connect.
  • Reporting for Workflow – I’m not sure what is coming in this, but it would be nice to have some default reports showing the history of documents as they passed through the Workflow.
  • Payables Transaction Workflow – additional fields
  • PO Workflow Messages – additional fields – there are never enough fields available for the Workflow, so nice to know more will be available by default.
  • Add EFT/Bank Details to Vendor Approval Workflow – if this one is as it sounds, that will be fantastic as so many clients want this functionality. I think it only took so long as EFT isn’t anywhere near as big in the US as it is in the UK.
  • GL Account Workflow Approval – I have a couple of clients who can ditch some customisations with this one. And a few more who will be delighted so see this added.
  • Purchase Receiving Workflow – I have a few customers waiting for this one to be introduced.
  • Purchase Enter/Match Invoice Workflow – as above, a few clients are waiting for this one.

I know we can’t have everything we want, and the above are good additions to Workflow, but I still want more!

Click to show/hide the Dynamics GP Tech Conference 2017 Series Index

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Workaround to Workflow Notification View/Edit Link Doesn’t Work on Outlook 365 Online

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThe other day I posted about a problem with the online version of Outlook in Office 365 stripping the View/Edit link from the Workflow notification emails. This was confirmed as a bug with the online version of Office 365 with a recommendation from Microsoft Dynamics GP Support to raise a call with the Office 365 team.

That’s going to be a long term solution to the problem, where the client would much rather have a fix in the short term.

Well, no fix in the short term, but I realised there was probably a very simple workaround to the problem.

I constructed a custom link on the Email Message which has the same query string as the normal drill down link, but I replaced the dgpp and server parts of the link with a link to a custom page on my website (see selected section):

Message Setup

<a href='http://www.azurecurve.co.uk/mdgp.php?Db=GP&Srv=SERVER&Cmp=IDEAL&Prod=0&Act=OPEN&Func=OpenReqInq&sReqID={%Requisition Number%}&bHistory=0'<{%Requisition Number%}</a>

The PHP webpage I created is configured to do a redirect to the dgpp drill down link used by Microsoft Dynamics GP and append the query string from the email hyperlink:

<?php
	header('Location: dgpp://DGPB/?' . $_SERVER["QUERY_STRING"], true, $statusCode);
?>

When I tested this on my demo environment it worked perfectly. I then passed it across to the client and they are currently testing.

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Customising Dynamics GP Workflow Emails: Not Just Workflow Emails

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPOne point I forgot to make when writing the other posts of this series, which was perhaps obvious to all, is that the formatting I have shown in this series, applies not only to the workflow emails, but also to the standard emails sent by Microsoft Dynamics GP. This would include the emails sent to vendors with a PO or remittance or to a customer with an invoice or statement.

While I haven’t gone much beyond what I have covered in this series, it should be possible to do a lot more in formatting terms to the emails. One thing I have thought of, but not tried yet, is wrapping a table around the fields at the top of the table to align them into a neat layout.

A couple of things I have tried, and which did not work, are:

  1. Adding styles to the approval links – any style I added to these links, such as padding or line-height, was ignored.
  2. Adding a div around an image and setting float: left – the image did not float in Outlook.

The final point I would make around formatting the emails, is that just because you can, doesn’t mean you should. If you do format the emails, keep it simple.

Click to show/hide the Customising Dynamics GP Workflow Emails Series Index

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Workflow Notification View/Edit Link Doesn’t Work on Outlook 365 Online

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis post is a PSA regarding an issue we encountered for a client recently while implementing Workflow approvals for Purchase Order Processing.

When the user received and opened the email notification with a View/Edit link, for some users the link displayed as a standard blue hyperlink, but it was not clickable, and for other users it just displayed as black text:

Task assignment email in Office365

When I took a look at the source of the email, the a tag was empty:

<a href="">PR0000025</a>

After doing some testing on this, the problem appeared only to be the web based Outlook in Office 365; opening the same email in a desktop based Outlook client allowed the link to work correctly:

Task assignment email in Outlook

We logged this as a call with the Dynamics GP Support team, who were able to confirm out findings. The issue does not lie with Microsoft Dynamics GP; if it did the desktop Outlook client would not work either.

The issue is that Office 365 is stripping the link; I am assuming this is because it is not recognised as a valid link. It does not start http as a normal web link does, but with dgpp.

I have advised the client of this and suggested they speak to their Office 365 partner about logging this call with the 365 team and see what can be done in that area.

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Customising Dynamics GP Workflow Emails: Creating a Hyperlink

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI’ve been showing how to format the Microsoft Dynamics GP Workflow notification emails in this series. I’ve covered some formatting to change the font size or weight in the previous posts, but I want to show how you can apply other html tags to a Workflow email.

The example below shows how we could contruct a hyperlink to a web page using the Vendor ID field to make the link unique:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Creating a Hyperlink

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Customising Dynamics GP Workflow Emails: Extending Styles to Other Elements

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPIn this series of posts, I am showing how the email notifications sent by Microsoft Dynamics GP Workflow can be formatted using HTML text formatting tags. In this post, I’m going to show how we can appyl formats to mutliple elements within the email by building on the embedded stylesheets I covered in the last post.

In Message Setup (Administration area page >> Setup >> Company >> Workflow >> E-mail Message Setup), I added a new span class of title to the stylesheet at the top of the message body (this time setting the font-weight to 900, which is a bold font), and then wrapped all of the field headers in span tags with a class of title:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Extending Styles to Other Elements

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Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPIn this series of posts, I’m taking a look at the formatting of emails sent by the Microsoft Dynamics GP Workflow module. In the first post I showed how the font-size could be changed on the email, and in the second post how an embedded style sheet can be used to format the document line fields.

It is best practice not to use different methods of applying styles within a single page, or in this case email. So with both normal fields and the document line fields needing to be formatted, I revisited the email message and changed the original span tags to use a class and added the format of this to the embedded stylesheet:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

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Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPAs I mentioned in the series index, on a recent Workflow project I had a few users comment to me that the text on the emails was a little too small to read. My initial reaction was that it was not possible to change the font size. However, while driving a little later, I had a thought of how I could tackle this.

In the first post of this series, I covered increasing the font-size of the email by wrapping a span test formatting tag around the text, but I found when doing this with the task assignment email which had the Document Line Fields mail merge on it, the formatting didn;t work correctly.

On this email I wrapped the span tags around all of the message body:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

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