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If Vendor Record changes, send email notification with link to Audit History for that Vendor

  • 11 October 2023
  • 8 replies
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Sagar Greytrix
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Hi Team,

In an email notification sent to a particular user when a Vendor Record is changed.  The email would alert the user that a Vendor Record had changed, and would include a link to the Audit History for that Vendor.  

Regards,

Sagar

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Best answer by ChandraM 11 October 2023, 21:22

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Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com

8 replies

C
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Hi @sagar07 Here is the solution using Business Events - with an assumption that you are looking the basic audit fields of the Vendors record. This

  1. Prepare a Generic Inquiry to show all the fields. Pls find the attached Generic Inquiry which can be imported to your Acumatica instance.
  2. Create a Business Event that triggers based on the change of the specific field.

For example: Here is the business event based on the change of the Vendor Terms.

  1. Add a email notification as Subscribers for the business event.

 

Email Template:

Configure the email addresses, body of the email in the email template.

 

 

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Chandra M
Sagar Greytrix
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Hi @ChandraM,

Thanks for the GI and Business Event, but the email isn't getting sent(unable to view it on the All email screen that mail has not been triggered) when any changes are made. We need to notify the user that a Vendor Record has been altered and include a link to the Vendor's Audit History.

 

Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
C
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Hi @sagar07 The Business Event worked for me. Are there any changes to the Business Event.

Thanks

Chandra

Chandra M
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Hi @sagar07 Please find the details below, the attached business event and the screenshots showing the email that was triggered.

 

Screenshots for reference:

Business event history shows the completion. 


All emails shows the triggered email notification:

 

1 Attachment
Chandra M
Sagar Greytrix
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Userlevel 5
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Hi @ChandraM ,

 

Thanks for the solution, How to notify the user that a Vendor Record has been altered and include a link to the Vendor's Audit History.

Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
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Hi @sagar07 If you are looking to add the following audit trial fields, you can add it directly from the Vendors Table by Inserting the fields from the Email Template.

  • CreatedDatetime
  • CreatedBy - user
  • CreatedByScreenID - screen that created the record
  • LastModifiedDatetime
  • LastModifiedBy - user
  • LastModifiedByScreenID - screen that modified the record
Chandra M
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Userlevel 7
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Hi @sagar07 Please find the steps below to add the standard audit fields from the vendor table to the Email template. Are you looking to add detailed Audit history table fields?
1. INSERT

 

 

  1. SELECT the field to insert to the email template:

i.

 

ii.

iii.Email template after adding the fields and some text to it.

 

RESULT
 

 

Chandra M
M
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Hello,

 

I did the same Event but it doesn’t work for me.

 

 

Any help please ?

Thanks in advance

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