Monday, July 16, 2012

Sending Notifications.

Hi All,

One of the common questions, when implementing automation for operations is - how can we send an email notification to a person that such and such is happened?
It could be for example Purchase Order is created and we want short e-mail to get send to procurement chief.

Using Notifications in Acumatica is a natural answer to all that.

Task: I want to send a notification to Steve Church once the purchase order status is changed to Open (meaning PO is approved/printed).

Step 1. We should set appropriate e-mail to the user Steve Church

Step 2. Now need to create a notification in system manager.

Please note, Screen ID should be Purchase Order, since we want changing of the status in THIS screen to trigger a notification event. In the Message body I want to be mentioned that system should include actual PO number that was created, so I use standard Template Notification syntax of ((fieldname)). I also want actual PO Form to get attached to my e-mail, so user can review it, I just added Data Source: Report with format PDF.

On the next tabs I mentioned Event Conditions, Addresses, Parameters, which are self explanatory:

3. Now we have to decide if we send these notifications using a schedule or manually calling a process. I wanted to use a manual process, but schedule can be added that will trigger it every say 1 minute.


4. Now we can finally go to the Purchase Order and "open" one, to see what will happen:

After it was saved lets take a look at Send Notification screen. My note is pending (since I was lazy to create a schedule) so I run the process manually:


5. Enjoy reading e-mail

Have Fun,
Sergey.

15 comments:

  1. I think this is the first Acumatica-related blog online. Congratulations.

    Gabriel
    SIPD Services
    Montreal, Canada

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    Replies
    1. It is great to find this blog. I do have a question though: how could I configure the email addresses dynamically, for instance, I would like to send a notification to the owner of a support case after it has been assigned to them.
      The email list only lets me set static email addresses to the notification. Thank in advance for your you advise. Art

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    2. Hi Art, you can use dynamic addresses when configuring notifications. Just choose the type: Document. Then choose the field from the document to specify the e-mail address where to send to.

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  2. This comment has been removed by a blog administrator.

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  3. hi again, did you have user manual or training manual using acumatica. did you have encountered more problem of using this acumatica. thank you.

    ReplyDelete
    Replies
    1. Hi, Acumatica does have training and user manuals. Join our team of VARs or ISV partners and you will get access to Acumatica University portsal.

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  4. Hi Sergey,

    I was just about to pull my hair out because I had no idea where did all the notifications went in the system and thanks to your blog - it's been found! The simplest thing sometimes isn't so obvious for a novice, thank you!
    P/S: This is even useful 2 years later :)

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  5. Question how did you prevent sending notifications each time the form was saved? We tried a similar notification on the project screen to notify the Project Manager when the project was made active, but each time the form was saved a new notification was sent.

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    Replies
    1. Please note the Fields tab. It has the form's key values. On change of those the trigger event will get fired, then conditions will be evaluated based on Conditions tab. So in your case, make sure you added into Fields the form's key. Notification will get out ONLY when the key from Fields tab get changed. Cheers.

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  6. Hi,

    I have a problem. I want the email notification will be sent directly without click "Process" in the Send Notification. Or is there anyway to trigger the Process action

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    Replies
    1. Notification is get sent directly without pressing anything. It gets sent based on Fields tab values change PLUS conditions met. All the best Tran.

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  7. Sergey - I have this set up as described Field tab = Status and Conditions Status = Active. A notification is sent when the project is updated to Active. BUT - for projects that were set up before the notification was added the first time the project is saved it also sends an email out. I believe this is because the conditions had not been met before. I tested this out on one of my projects and the first time I changed and saved an email notification was sent - the second time - no notification was sent. Does this sound correct? Thank you- Rick

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    Replies
    1. Hi Rick, could happen actually, but you can try adding field into condition like created date time, you can add this field by customization to the form, it will be available to add to condition. Created Date Time is a standard Acumatica audit field.

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