Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reminder Emails

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The eighth feature if the day was Workflow Reminder Emails. This feature allows the Workflow manager to define a time after which a reminder email should be sent to the approver.

The Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) has has the Workflow Step pane amended to have a Reminder field which allows a number and type of duration to be defined; this field is linked to the Time Limit field:

Workflow Maintenance

The example, above, shows that a Time Limit of 3 hours has been defined for the approval and a Reminder after 1 hour.

When configuring this I thought I would receive the reminder 1 hour after the document was submitted, but it appears that the reminder time is the timerbefore the time limit.

This means a document submitted to thje above workflow at 1300 will be due at 1600 and have the reminder sent at 1500 (this might not be exact as the SQL Server Agent job which checks for approval escalation or reminders only runs every 15 minutes by default).

The reminder email uses the same template, but has **REMINDER** prefixed to the Subject and Body of the email:

Workflow Reminder Email

This is a nice addition to workflow as it allows a reminder to be sent to approvers who haven’t approved the document. As with all of the notification emails, care should be takennot to spam users with too many emails. Sometimes a feature like this should not be used and a custom business alert created which sends a digest of reminders rather than one for each document.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

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