Skip to main content

Approve Workflow via email using template placeholders #Dyn365FO

Dynamics 365 for Finance and Operations has placeholders which can be inserted into the instructions. Normally you would want this to show up in the email that is sent. One of the most useful ones is the URL link to the exact record that you are approving.

In the workflow configurations use the placeholder and build up your message. Towards the end it has workflow specific ones. The URL token is %Workflow.Link to web%.

image

For the technical people the token is replaced in this class WorkflowDocumentField.

image

This is what I inserted into my email template.

<BODY>
subject: %subject%
<BR>
message: %message%
<BR>
company: %company%
<BR>
for: %for%
<BR>
</BODY>


Should look like this.

image

The final result looks like this.

image

If you debug these are the place holders that are put together.

image

Popular posts from this blog

AX - How to use Map and MapEnumerator

Similar to Set class, Map class allows you to associate one value (the key) with another value. Both the key and value can be any valid X++ type, including objects. The types of the key and the value are specified in the declaration of the map. The way in which maps are implemented means that access to the values is very fast. Below is a sample code that sets and retrieves values from a map. static void checkItemNameAliasDuplicate(Args _args) { inventTable inventTable; Map map; MapEnumerator mapEnumerator; NameAlias nameAlias; int counter = 0; ; map = new Map(Types::String, Types::Integer); //store into map while select inventTable { nameAlias = inventTable.NameAlias; if (!map.exists(nameAlias)) { map.insert(nameAlias, 1); } else { map.insert(nameAlias, map.lookup(nameAlias) + 1); } } //retrieve fro

AX - How to use Set and SetEnumerator

The Set class is used for the storage and retrieval of data from a collection in which the values of the elements contained are unique and serve as the key values according to which the data is automatically ordered. You can create a set of primitive data types or complex data types such as a Class, Record or Container. Below is sample of a set of records. static void _Set(Args _args) {     CustTable       custTable;     Set             set = new Set(Types::Record);     SetEnumerator   setEnumerator;     ;     while select custTable     {         if (custTable && !set.in(custTable))         {             set.add(custTable);         }     }     if (!set.empty())     {         setEnumerator = set.getEnumerator();         setEnumerator.reset();         while (setEnumerator.moveNext())         {             custTable = setEnumerator.current();             info(strfmt("Customer: %1",custTable.AccountNum));         }     } } Common mistake when creating a set of recIds

Import document handling (attachment) files #MSDyn365FO

Out of the box you have limited data entities for migrating attachments. If you search what is already in the AOT, you will see a few various examples. I suggest you look at the LedgerJournalAttachmentsEntity as it is the simplest and cleans to copy from. I wont go into detail but I will give a quick run down of what it looks like. Use the DocuRefEntity as your main datasource. It does most of the work for you. Set your table you want to import for as the child datasource Add the Key You will need to add the postLoad method. There is minor code to update the virtual field FileContents. Below is an export I did for the general journal attachments. The import zip structure should be the same way. It will create the usual artifacts such as the excel, manifest and package header xml files. You will see a Resources folder under that. If you drill down to the resources you will see the attachments. This is an export and it used the document GUID for uniqueness. The other thing is the extensi