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The company that I talked with on Episode 131 of the Podcast (yet to be published) mentioned that they had found issues with the reliability of the Business Event Type of Trigger by Record Change. They setup a Business Event to catch when an Order Status changed from Open to Canceled and send an email notification, but it didn't always trigger.
That got me thinking of a setting that I saw recently called Attach Report Opened by Action on the ATTACHED REPORTS tab of the Email Templates (SM204003) screen. I thought that maybe the email notification could be triggered by the Action itself on the screen which hopefully would be more reliable.
So, I looked into it. It turns out that I didn't even need Attach Report Opened by Action.
I did the following in Acumatica 2023 R1 since that's the version that this company is using.
Created a Trigger by Action Business Event on the Sales Orders (SO301000) screen, using the Action Name of Cancel Order (an existing action on the Sales Orders screen).
Clicked CREATE SUBSCRIBER -> Email Notification to add the following email notification:
Now, when I use the ... -> Cancel Order action pictured in the next screenshot...
... Acumatica immediately sends an email!
Maybe @mknapke can try this out and comment back here about whether this method is more reliable than the Trigger by Record Change method.
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