In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions How to send 1 email a day for approvals
I want to setup an Email Process that will only send 1 email to my approvers at the end of the day if they have any approvals waiting for them.
I don't want it to send an email for every approval because they could get over 100 a day, but if they have any leftover after 5 I would want them to get an email letting them know that there are some still out there to be approved.
We don’t deal with approvals, but we do use business events to send out exception lists. On the notifcation template for the email subscriber, we use a foreach loop to list out each record (sample below). Once you get the hang of business events, it is really easy to create alerts either at specific times of the day or instantly when something happens. You may have to edit you inquiry screen for alerts to include the email address of the approver.
Order Date: ((SOOrder_orderDate))
I'm still trying to get the hang of the "for each" set-up, but was wondering how to get this type of information to display in a table/grid format in the email with one row per record to make it easier to read instead of just a long list of items
Further to what Ryan Brown mentioned. An exception report that is executed daily to show all pending approvals listed on the EPApproval table would work. Otherwise you're looking at notifications for each transaction.
The trick with the table is that you have to do each row of the for each as a complete table. We hard coded the width of each column so everything lines up.
I used you HTML sample above in Notification Template Screen in the message section. The <foreach> </foreach> tags it became <foreach> and </foreach> respectively after I save the changes. How I should enter the <foreach> tag in the HTML?