Does the Pending Approval Notification template get sent again when an approval is reassigned or delegated?
Solved
Approval Reassignment Notification
Best answer by DavidEichner
Hi
I guess I should clarify what version of Acumatica are you using?
On 23R2, there are Email templates that are then linked to Business events. Find the email template for AP Bill Approval and then edit or create the business event to trigger the email. Add the trigger conditions as seen below. The key is the bracketed OR statement where it is looking for Status changed or record inserted combined with the AND statement for status = Pending Approval.
Best,
David
+14Hi
You would control the conditions in which the Pending Approval notification is sent by going to the Trigger Conditions tab of the Business Event.
Best,
David
+14Hi
I guess I should clarify what version of Acumatica are you using?
On 23R2, there are Email templates that are then linked to Business events. Find the email template for AP Bill Approval and then edit or create the business event to trigger the email. Add the trigger conditions as seen below. The key is the bracketed OR statement where it is looking for Status changed or record inserted combined with the AND statement for status = Pending Approval.
Best,
David
Thanks for this post. Based on your screenshot, I’m not clear on how the approval email notification gets sent to the person who was reassigned the approval. Am I missing something or can you provide some more detail? I can’t seem to get it to work. It’s only sending the email to initial approver.
Note: I’m doing this for Purchase Orders.
Thanks,
Bob
Login to the community
No account yet? Create an account
Social Login
Login with your Acumatica accountEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.