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Hi,

I have a client who implemented GL Batch Approval workflow on 2016R2.   The "include document attachments" box is checked on each workflow step.   I have verified that the word templates are enabled, they are NOT using a modified version of the GL Edit List.    The issue is that intermittently, it does not include the edit list in the email asking the manager to approve the batch.   We had their IT department run a trace on the email server to see which emails had attachments and which ones were missing the attachment. 

There is no pattern that can be established.   The intermittent issue happens regardless of which user is submitting the batch and regardless of which user approves the batch.   The emails go through just fine, but occasionally the edit list word doc that is automatically generated when submitting the batch is missing from the email.

Does anyone have any ideas why this could be happening?

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Rob Klaproth
Dynamics Certified Professional
(GP Install & Configure)
Sr. GP Consultant
Armanino, LLP
San Diego, CA
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I opened a support ticket with Microsoft.  This is a known quality issue with the word template edit list attachments throughout the workflow.  The issue is the user is clicking submit on the reason screen before the template is done processing.

If you've ever used Word templates, you know at the bottom left of the GP screen there is a message that says "templates processing" and a countdown.    After you click the submit button on the workflow and then you get the reason box pop up the template starts processing.  If you hit submit on the reason box pop up (where you can enter a comment or note), before the template processing message goes away in the bottom left, it will not attach the word doc edit list.  So the solution is to wait for template processing to go away before submitting your comment.

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Rob Klaproth
Dynamics Certified Professional
(GP Install & Configure)
Sr. GP Consultant
Armanino, LLP
San Diego, CA
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Original Message:
Sent: 06-25-2018 04:45 PM
From: Rob Klaproth
Subject: GL Batch approval workflow - edit list attach not working intermittently

Hi,

I have a client who implemented GL Batch Approval workflow on 2016R2.   The "include document attachments" box is checked on each workflow step.   I have verified that the word templates are enabled, they are NOT using a modified version of the GL Edit List.    The issue is that intermittently, it does not include the edit list in the email asking the manager to approve the batch.   We had their IT department run a trace on the email server to see which emails had attachments and which ones were missing the attachment.

There is no pattern that can be established.   The intermittent issue happens regardless of which user is submitting the batch and regardless of which user approves the batch.   The emails go through just fine, but occasionally the edit list word doc that is automatically generated when submitting the batch is missing from the email.

Does anyone have any ideas why this could be happening?

------------------------------
Rob Klaproth
Dynamics Certified Professional
(GP Install & Configure)
Sr. GP Consultant
Armanino, LLP
San Diego, CA
------------------------------