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Tim,
Hi Paul,
Not that I know of. But this would be a perfect situation for the new Business Events feature in Acumatica 2018 R1:
Thanks.
What I think I will do is tie into the Approval event and access Notification template to send the email.
With a customization right?
I should say that there is a way to loop through line records in the body of the email that gets generated. Especially useful for printing multiple tracking numbers on a shipment. I just don't think you can use line records to trigger conditions.
Yes. I was able to hook into the approval status field updated handler, get a notification template and send the email.
This works for my use case; sending an email to the owner after the approval is either rejected or approved. This prevents the email from being sent on every order that is set off hold.
The only issue is on the notification template. All data field placeholders are not updated with the approval changes. Inside the event handler has the change; however, when the notification is parsed, it does not have the new values on the Approval object.(ex. ApprovedBy, Status, etc.).
So when the email is sent, only stale data is shown such as Status: Pending.
To get around that issue I send a separate notification based on approve/reject status. I don’t like it but will have to do for now until I figure out the race condition on those DataField placeholders.
You do know about the Fields tab on the Automation Notifications () screen right?
When you list fields here, the notification only fires when a value in one of the fields listed changes.
It doesn't help with your FreeItem: checked, ReasonCode: "Some Value" logic needed on the lines. But it might help with only triggering when the Sales Order status changes.
Yes. I have Status and Approved.
As you said it doesn't help with the items I need on the Sales Order.
Here is what's working for me for emails sent to the owner after the approval.
This prevents the email from being sent for orders which are not part of the workflow.
protected void SOOrder_Status_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
SOOrder row = (SOOrder)e.Row;
if (row != null)
{
if (row.Status == POOrderStatus.Voided) // Rejected.
{
AddApprovalEmailActivity(row, EPApprovalStatus.Rejected);
}
else
{
if (row.Status == POOrderStatus.Open && row.Approved.HasValue && row.Approved.Value && HasApprovalWorkflow(row.NoteID))
{
AddApprovalEmailActivity(row, EPApprovalStatus.Approved);
}
}
}
}
private bool HasApprovalWorkflow(Guid? orderNoteId)
{
var hasApprovalWorkflow = false;
var approvals = PXSelect<EPApproval, Where<EPApproval.refNoteID, Equal<Required<EPApproval.refNoteID>>>>.Select(new PXGraph(), orderNoteId);
return approvals.Any();
}
Very cool. Thanks for sharing.