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GP Vendor Workflow - would like to add changes being made to email notification

  • 1.  GP Vendor Workflow - would like to add changes being made to email notification

    Posted Jul 23, 2021 09:01 AM
    Using Vendor Workflow and webservices for approval of vendor maintenance.  Would like to include the From and To changes in the email notification.  Currently any field that is changed causes the vendor to be submitted into the approval process.  Manager gets email notification and I would like to add what change was made but not having any luck.  Ideas?

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    Gary Shrader
    The TM Group, Inc.
    Farmington Hills MI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: GP Vendor Workflow - would like to add changes being made to email notification

    GPUG ALL STAR
    Posted Jul 23, 2021 12:24 PM
    Hi @Gary Shrader

    GP's Workflow is great, but basic.

    You will not be able todo this with the out-of-the-box workflows, and GP itself does not keep track of 'changed' info, like Address Changed from: and then to:

    What you are wanting would require some customization, @David Musgrave may be able to point you in that direction.

    There are other plug in Workflow products for GP but they are an extra cost and you'd still have to figure out the best way to keep track of the changes.​​

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    Jo deRuiter
    🌟 GPUG ALL STAR
    💫Granite Award Winner
    Atlanta Chapter Leader
    Aisling Dynamics Business Solutions
    Business Applications Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    aislingdynamics.com
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: GP Vendor Workflow - would like to add changes being made to email notification

    SILVER CONTRIBUTOR
    Posted Jul 26, 2021 10:09 AM
    Hi Gary,

    Jo is correct this can't be done with any of the build in functions.  It would take a couple of add-ons or custom pieces from my review.

    First you would need a process to capture the changes as GP doesn't track that.  This would likely be either an add-on that tracks changes like those from FastPath or Rockton, or else you would have to create triggers on tables to track the changes.

    Then you would need to customize the email messaging process.  The table and fields from the track changes wouldn't be available in the GP messages as far as I know.  This could be accomplished by a link included to an SSRS report to see those changes but would likely mean only done when on the network.  Otherwise somehow capturing the event and triggering a completely custom email message using SQL or some other tool.  The trick for this is getting the approval links then, but I would think that can be done.

    This is pushing the complexity of the workflow setup that currently is in GP.

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    John Kirsch
    GP Product Lead
    Dynamic Consulting
    Green Bay WI
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: GP Vendor Workflow - would like to add changes being made to email notification

    Posted Jul 26, 2021 10:51 AM
    Thank you very much for your responses.  I was hoping I was missing something but you confirmed my hunch.  Not sure time and effort would warrant the add-on pieces but truly appreciate.

    Thanks again.
    Gary

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    Gary Shrader
    The TM Group, Inc.
    Farmington Hills MI
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    Academy - Online Interactive Learning from Experts


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