Customising Dynamics GP Workflow Emails: Not Just Workflow Emails

● Ian Grieve ●  ● 0 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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Customising Dynamics GP Workflow Emails: Increasing the Font Size

● Ian Grieve ●  ● 5 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.

The emails sent from Workflow are HTML emails, and HTML emails can have text formatting tags embedded within them.

This is a standard Workflow task assignment email which shows the same font size used on all of the emails sent by Workflow:

Workflow task assignment email

Continue reading → Customising Dynamics GP Workflow Emails: Increasing the Font Size

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Customising Dynamics GP Workflow Emails: Series Index

● Ian Grieve ●  ● 11 Comments   ● 

Microsoft Dynamics GPAs I’m sure you know by now, I do quite a lot of work with the Microsoft Dynamics GP Workflow module. On one of the recent projects I worked on, it was commented upon by a few users that the font size on the email was a little too small. My initial reponse was that it isn;t possible to change the font size. But, when I was on a loing drive a couple of days later, it occurred to me that it might be possible.

In this small series of posts, I am going to show how the font size on the emails can be changed, and the different ways this can be done, depending on the result you want.

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

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MS Connect Suggestion: Allow Workflow Steps to be Copied

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPI am on a bit of a kick with suggestions for improving Workflow 2.0 at the moment and have another MS Connect suggestion for you to vote for.

The Workflow Maintenance window currently has the facility to copy an entire workflow process (including between companies), but does not have the facility to copy a workflow step; many times when I am creating a workflow process with, or for, a client we are creating many steps which only vary in the approver and part of the condition (for example a different site or segment in the account, and it would reduce the effort and time needed if the workflow step could be copied and amended, rather than created from scratch each time.

You can vote for this suggestion here.

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SQL Function To Return Workflow Approval Status

● Ian Grieve ●  ● 6 Comments   ● 

Microsoft Dynamics GPIf you have been paying any sort of attention, you will know that I do quite a lot of work with the Workflow 2.0 module of Microsoft Dynamics GP.

We have created a number of reports in the past which allows the status of transactions or card going through a Workflow Approval process; to simplify matters somewhat, I created a SQL function which can be called with the Workflow Type Name and the Workflow Business Object Key and have the approval status returned.

CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalStatus(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			CASE WHEN ['Workflow History'].Workflow_Action = 1 THEN
				'Submitted'
			WHEN ['Workflow History'].Workflow_Action = 2 THEN
				'Resubmitted'
			WHEN ['Workflow History'].Workflow_Action = 3  THEN
				'Approved'
			WHEN ['Workflow History'].Workflow_Action = 4 THEN
				'Task Complete'
			WHEN ['Workflow History'].Workflow_Action = 5 THEN
				'Rejected'
			WHEN ['Workflow History'].Workflow_Action = 6 THEN
				'Delegated'
			WHEN ['Workflow History'].Workflow_Action = 7 THEN
				'Recalled'
			WHEN ['Workflow History'].Workflow_Action = 8 THEN
				'Escalated'
			WHEN ['Workflow History'].Workflow_Action = 9 THEN
				'Edit'
			WHEN ['Workflow History'].Workflow_Action = 10 THEN
				'Final Approved'
			END
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO

GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalStatus TO DYNGRP
GO

This view can be called from a SmartList created using either SmartList Designer, SmartList Builder, via a Reporting Services or Excel Report or any other type of report.

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