Hey @Shayne !
You didn’t specify in your post if you were hoping to do this without a customization in code.
It’s like I tell our users when they ask if something is possible.
“Pretty much anything is possible in code, but the bigger question is, is it worth the effort?”
You mentioned several things, which I’ll address separately.
1. Is there anyway once a file is uploaded to automate an email to the customer, with the attachment of that file?
No, currently not without a customization in code. Email automations do not support including attached documents. One way you might get around this, is by creating a report which displays the attachment as a full page image. Then automate an email that attaches that report, since the system supports attaching reports to an automated email. However, one thing to keep in mind is this. What happens if a user attaches other files to that line that should NOT be included in the email? The way we managed this is by a custom field on the upload file, called “Attachment Type” which can be set when a file is uploaded so that we can automate processes and ensure that we’re grabbing the correct attachment from a specific entity.
2. with a green and red button on the email they can click approve or decline, or need review.
This would actually be a really good and useful idea, but again, would require some code customization. I’m not sure if you could embed the necessary code in an email, or if some external service would be required, but essentially when the button is clicked, you would need some way to send a request to Acumatica, possibly to be captured by a custom webhook that would then trigger an action to perform the custom logic of approving the order or triggering another email from inside Acumatica.
- Can anyone help me as to having hyperlinks in the email body that allow this to happen?
You can insert links into an email, so a simpler option might be to place a link in the email that the user can click that takes them to the order in Acumatica to perform the actions there. However, I realize that wouldn’t be as seamless of an experience for the user.
Hope this is helpful!
