Customising Dynamics GP Workflow Emails: Not Just Workflow Emails

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPOne point I forgot to make when writing the other posts of this series, which was perhaps obvious to all, is that the formatting I have shown in this series, applies not only to the workflow emails, but also to the standard emails sent by Microsoft Dynamics GP. This would include the emails sent to vendors with a PO or remittance or to a customer with an invoice or statement.

While I haven’t gone much beyond what I have covered in this series, it should be possible to do a lot more in formatting terms to the emails. One thing I have thought of, but not tried yet, is wrapping a table around the fields at the top of the table to align them into a neat layout.

A couple of things I have tried, and which did not work, are:

  1. Adding styles to the approval links – any style I added to these links, such as padding or line-height, was ignored.
  2. Adding a div around an image and setting float: left – the image did not float in Outlook.

The final point I would make around formatting the emails, is that just because you can, doesn’t mean you should. If you do format the emails, keep it simple.

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Microsoft Dynamics GP Table Reference

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GP Table ReferenceThere are a fair number of really good resources out there on Microsoft Dynamics GP, but, unfortunately, some of them disappear through time.

One of the casualties was the GP Table Reference, which closed down a while ago. I’m not sure who was behind the site, but it has been missed.

To that end, I have started building a new site to live alongside this one; the Microsoft Dynamics GP Table Reference. The site is a work in progress, and will likely always be.

At present it has the main Microsoft Dynamics GP products tables along with the tables for Fixed Assets (product 309), Purchase Order Enhancements (product 2277) and Revenue Expense Deferrals (product 1045).

I will be adding products soon and will continue adding them until I have all of the first party products and will then look to start adding some of the more popular/common ISV ones.

I’ll also be adding some further explanations and to the fields, such as the one already added to the LOCNCODE field in Purchase Order Line (POP10110).

I hope people find the site useful; if you do use it and spot any issues, or want anything adding, please get in touch and let me know.

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Workflow Notification View/Edit Link Doesn’t Work on Outlook 365 Online

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis post is a PSA regarding an issue we encountered for a client recently while implementing Workflow approvals for Purchase Order Processing.

When the user received and opened the email notification with a View/Edit link, for some users the link displayed as a standard blue hyperlink, but it was not clickable, and for other users it just displayed as black text:

Task assignment email in Office365

When I took a look at the source of the email, the a tag was empty:

<a href="">PR0000025</a>

After doing some testing on this, the problem appeared only to be the web based Outlook in Office 365; opening the same email in a desktop based Outlook client allowed the link to work correctly:

Task assignment email in Outlook

We logged this as a call with the Dynamics GP Support team, who were able to confirm out findings. The issue does not lie with Microsoft Dynamics GP; if it did the desktop Outlook client would not work either.

The issue is that Office 365 is stripping the link; I am assuming this is because it is not recognised as a valid link. It does not start http as a normal web link does, but with dgpp.

I have advised the client of this and suggested they speak to their Office 365 partner about logging this call with the 365 team and see what can be done in that area.

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Customising Dynamics GP Workflow Emails: Creating a Hyperlink

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI’ve been showing how to format the Microsoft Dynamics GP Workflow notification emails in this series. I’ve covered some formatting to change the font size or weight in the previous posts, but I want to show how you can apply other html tags to a Workflow email.

The example below shows how we could contruct a hyperlink to a web page using the Vendor ID field to make the link unique:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Creating a Hyperlink

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Customising Dynamics GP Workflow Emails: Extending Styles to Other Elements

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPIn this series of posts, I am showing how the email notifications sent by Microsoft Dynamics GP Workflow can be formatted using HTML text formatting tags. In this post, I’m going to show how we can appyl formats to mutliple elements within the email by building on the embedded stylesheets I covered in the last post.

In Message Setup (Administration area page >> Setup >> Company >> Workflow >> E-mail Message Setup), I added a new span class of title to the stylesheet at the top of the message body (this time setting the font-weight to 900, which is a bold font), and then wrapped all of the field headers in span tags with a class of title:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Extending Styles to Other Elements

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Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPIn this series of posts, I’m taking a look at the formatting of emails sent by the Microsoft Dynamics GP Workflow module. In the first post I showed how the font-size could be changed on the email, and in the second post how an embedded style sheet can be used to format the document line fields.

It is best practice not to use different methods of applying styles within a single page, or in this case email. So with both normal fields and the document line fields needing to be formatted, I revisited the email message and changed the original span tags to use a class and added the format of this to the embedded stylesheet:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

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Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPAs I mentioned in the series index, on a recent Workflow project I had a few users comment to me that the text on the emails was a little too small to read. My initial reaction was that it was not possible to change the font size. However, while driving a little later, I had a thought of how I could tackle this.

In the first post of this series, I covered increasing the font-size of the email by wrapping a span test formatting tag around the text, but I found when doing this with the task assignment email which had the Document Line Fields mail merge on it, the formatting didn;t work correctly.

On this email I wrapped the span tags around all of the message body:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

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Customising Dynamics GP Workflow Emails: Increasing the Font Size

● Ian Grieve ●  ● 5 Comments   ● 

Microsoft Dynamics GPAs I mentioned in the series index, on a recent Workflow project I had a few users comment to me that the text on the emails was a little too small to read. My initial reaction was that it was not possible to change the font size. However, while driving a little later, I had a thought of how I could tackle this.

The emails sent from Workflow are HTML emails, and HTML emails can have text formatting tags embedded within them.

This is a standard Workflow task assignment email which shows the same font size used on all of the emails sent by Workflow:

Workflow task assignment email

Continue reading → Customising Dynamics GP Workflow Emails: Increasing the Font Size

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Customising Dynamics GP Workflow Emails: Series Index

● Ian Grieve ●  ● 11 Comments   ● 

Microsoft Dynamics GPAs I’m sure you know by now, I do quite a lot of work with the Microsoft Dynamics GP Workflow module. On one of the recent projects I worked on, it was commented upon by a few users that the font size on the email was a little too small. My initial reponse was that it isn;t possible to change the font size. But, when I was on a loing drive a couple of days later, it occurred to me that it might be possible.

In this small series of posts, I am going to show how the font size on the emails can be changed, and the different ways this can be done, depending on the result you want.

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SQL Snippet: Generate Row Numbers

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft SQL ServerIf you’ve been following this blog, you’ll know that I write a fair bit of SQL. I’m going to post some small snippets of SQL which I had to work out how to accomplish a small task as part of a larger script.

In thi spost, I am going to show how use ROW_NUMBER to generate a unique row number. There are three examples of code.

This first example, the simplest of the three, shows how to generate a unique number for each row in the recordset:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	PONUMBER
	,ORD
	,ITEMNMBR
	,ITEMDESC
	,ROW_NUMBER() OVER(ORDER BY PONUMBER, ORD ASC) AS CUSTOM_ROW_ID
FROM
	POP30110
GO

The second example, shows a row number can be assigned to the lines of each transaction (this is accomplished :

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	PONUMBER
	,ORD
	,ITEMNMBR
	,ITEMDESC
	,ROW_NUMBER() OVER(PARTITION BY PONUMBER ORDER BY PONUMBER, ORD ASC) AS CUSTOM_ROW_ID
FROM
	POP30110
GO

This final example, takes the first example and shows how we can select a range of row numbers (this is useful if you are selecting data to display on a page):

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
WITH POTRX AS
	(SELECT
		PONUMBER
		,ORD
		,ITEMNMBR
		,ITEMDESC
		,ROW_NUMBER() OVER(ORDER BY PONUMBER ORDER BY PONUMBER, ORD ASC) AS CUSTOM_ROW_ID
	FROM
		POP30110)
SELECT
	*
FROM
	POTRX
WHERE
	CUSTOM_ROW_ID BETWEEN 40 AND 59
GO
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