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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.
foreach>
SO: ((SOOrder_orderNbr))
Order Date: ((SOOrder_orderDate))
Status: ((SOOrder_status))
</foreach>
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
@megan-friesen - We successfully created a notification email that uses the foreach loop quite nicely embedded within a table. Your view will depend on the type of solution you are working on:
<p class="MsoNormal" style="line-height: normal;"><font face="Arial, sans-serif">Attention: ((Document.VendorID.AcctName))</font></p><p class="MsoNormal" style="line-height: normal;"><br></p><p class="MsoNormal" style="line-height: normal;"><br></p><font face="Arial, sans-serif">This
notification is to advise that payment in the amount of
$((Document.CuryOrigDocAmt)) for the invoice(s) detailed in the below
payment register will be deposited to your
nominated bank account. Please confirm receipt of this deposit with your
bank, as posting cut-off times are bank dependent and actual date of
fund availability to you may vary. <span data-field="yes"></span><br></font><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Arial, sans-serif;"></span></p><p class="MsoNormal" style="line-height: normal;"><br></p>
<table role="presentation" style="background:#ffffff;background-color:#ffffff;width:100%;" cellspacing="0" cellpadding="0" border="0" align="center">
<tbody>
<tr>
<td style="direction: ltr; font-size: 0px; text-align: left; vertical-align: top;">
<table role="presentation" cellspacing="0" cellpadding="0" border="0">
<tbody><tr><td class="" style="vertical-align:top;width:1000px;">
<div class="mj-column-per-100 outlook-group-fix" style="font-size:13px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">
<table role="presentation" style="vertical-align:top;" width="100%" cellspacing="0" cellpadding="0" border="0">
<tbody><tr><td style="font-size: 0px; word-break: break-word;" align="left">
<div style="font-family:sans-serif;font-size:14px;line-height:23px;text-align:left;color:#000000;">
<table style="min-width:100%;" width="70%" cellspacing="0" cellpadding="0">
<tbody><tr>
<td>
<table class="smarttable" style="min-width:100%;" width="100%" cellspacing="0" cellpadding="0"><thead>
<tr>
<th scope="col" style="font-family: Arial,sans-serif; font-size: 14px; border: 1px solid #ededed; border-collapse: collapse;line-height:15px;color:#033047;text-align:left;background-color:#ededed" width="20%">Invoice Number<br></th>
<th scope="col" style="font-family: Arial,sans-serif; font-size: 14px; border: 1px solid #ededed; border-collapse: collapse;line-height:15px;color:#033047;text-align:left;background-color:#ededed" width="15%">Date</th>
<th scope="col" style="font-family: Arial,sans-serif; font-size: 14px; border: 1px solid #ededed; border-collapse: collapse;line-height:15px;color:#033047;text-align:left;background-color:#ededed" width="15%">Type</th>
<th scope="col" style="font-family: Arial,sans-serif; font-size: 14px; border: 1px solid #ededed; border-collapse: collapse;line-height:15px;color:#033047;text-align:left;background-color:#ededed" width="15%">Reference</th>
<th scope="col" style="font-family: Arial,sans-serif; font-size: 14px; border: 1px solid #ededed; border-collapse: collapse;line-height:15px;color:#033047;text-align:left;background-color:#ededed" width="15%">Currency<br></th>
<th scope="col" style="font-family: Arial,sans-serif; font-size: 14px; border: 1px solid #ededed; border-collapse: collapse;line-height:15px;color:#033047;text-align:right;background-color:#ededed" width="20%">Amount</th>
</tr>
</thead>
</table>
<table style="min-width:100%;" width="100%" cellspacing="0" cellpadding="0"><tbody><tr>
<td style=""><foreach view="Adjustments_History">
<table class="smarttable" style="min-width:100%;" width="100%" cellspacing="0" cellpadding="0"><tbody>
<tr>
<td data-label="INVOICENBR" style=" font-family: Arial,sans-serif; border: 1px solid #ededed; border-collapse: collapse;font-size: 12px; line-height:20px;text-align:left;" width="20%" valign="top"><span data-field="yes"></span>((Adjustments_History.AdjdRefNbr.InvoiceNbr))<br></td>
<td data-label="DOCDATE" style=" font-family: Arial,sans-serif; border: 1px solid #ededed; border-collapse: collapse;font-size: 12px; line-height:20px;text-align:left;" width="15%" valign="top"><span data-field="yes"><span style="background-color: rgb(255, 255, 255);">((Adjustments_History.AdjdDocDate))</span></span></td>
<td data-label="DOCTYPE" style=" font-family: Arial,sans-serif; border: 1px solid #ededed; border-collapse: collapse;font-size: 12px; line-height:20px;text-align:left;" width="15%" valign="top"><span data-field="yes"><span data-field="yes"><span style=""><span style="background-color: rgb(255, 255, 255);">((Adjustments_History.PrintAdjdDocType))</span></span></span></span><br></td>
<td data-label="REFNBR" style=" font-family: Arial,sans-serif; border: 1px solid #ededed; border-collapse: collapse;font-size: 12px; line-height:20px;text-align:left;" width="15%" valign="top"><span data-field="yes"><span data-field="yes">((Adjustments_History.AdjdRefNbr))</span></span><br></td>
<td data-label="CURRENCYID" style=" font-family: Arial,sans-serif; border: 1px solid #ededed; border-collapse: collapse;font-size: 12px; line-height:20px;text-align:left;" width="15%" valign="top"><span data-field="yes"><span data-field="yes">((Adjustments_History.DisplayCuryID.CuryID))</span></span><br></td>
<td data-label="AMOUNT" style=" font-family: Arial,sans-serif; border: 1px solid #ededed; border-collapse: collapse;font-size: 12px; line-height:20px;text-align:right;" width="20%" valign="top"><span data-field="yes">((Adjustments_History.DisplayCuryAmt))</span><br></td>
</tr></tbody></table></foreach></td></tr></tbody></table>
</td></tr></tbody></table>
</div>
</td></tr></tbody></table>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
<br>
<span style="font-family: Arial, sans-serif;"><br></span><span style="font-family: Arial, sans-serif;"><br></span><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Arial, sans-serif;">This
email inbox is not monitored. For payment and billing inquiries, please
contact the purchaser directly, or our Tilray Group Accounts Payable
Shared Services team at: AccountsPayable@</span><span style="font-family: Arial, sans-serif;"><span style="font-family: Arial, sans-serif;">HighParkFarms.ca</span>.</span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Arial, sans-serif;"> </span></p><p class="MsoNormal" style="line-height: normal;"><font face="Arial, sans-serif"><font face="Arial, sans-serif">Thank you.</font></font></p>
@michael-barker Thanks so much for your help! This was great. I had to remove a few columns and had to tweak a little bit to fit my data set, but my emails look awesome now!
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.
Hello @michael-barker
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?
Thank You
Hi Carlos - @czarinan - Essentially you should be using the same HTML text as what was pasted to get the foreach loop to pull invoice documents on a payment screen. I can't say that I've seen the system replace < with $lt; before...
Have you tried manually updating the text while in HTML editor on the notification screen? Now that I've said that I wonder if you're on 2020 R1 or later as business events are what are used and my experience in that area is not so great.
@czarinan In HTML view, mine has the <foreach> look as well. It should still work correctly.