I have a custom transaction record with an approval workflow set up in Netsuite. Users want to be able to use reminders to approve. Is there a way to get an approval checkbox on the reminder similar to the way the standard transaction approval reminder functions? They want it to be similar to the standard Netsuite "Requisitions to Approve", "Journals to Approve", etc.
I've set up a custom saved search hoping to at least use inline editing to update Approval Status field. Netsuite doesn't seem to allow inline editing for this transaction type.
Custom record types have a checkbox to allow inline editing
Related
We're trying to set up a document library where we can post documents and trigger an approval process, but where we define the approver or approvers for each document. In other words, every document is approved, but the sequence of approvers may be different for every document so we want to somehow set who approves each document and in what order when the document is posted.
I'm at a loss for how to set up the Flow to do this so any suggestions would be appreciated.
I tried to set up a flow in Power Automate using a field in the document library for approvers but it returns an error, I think because the process is triggered when I create the document and before I set that field.
Can you share your error and a screenshot of your current setup?
Probably the easiest setup would be to create separate fields in the library for each approver and call them something like FirstApprover, SecondApprover and ThirdApprover.
For each Approver you could use their Email field of the library in the assigned to field of the Start and Wait for an approval action.
In this scenario I would use three separate Start and Wait for an approval actions.
I have to enable a custom field in Shipment screen in Complete status. I have tried to enable using the workflow in the customization package and it is not working.
I have inherited the workflow from default and added the custom field in field grid. After publishing the control for ref. no (UseRefNo) is not enabling.
How to fix this issue?
On top of enabling the field through different workflow states you can try and enable the field through code by extending the graph.
Documents in Completed status are closed and shouldn't be editable.
To re-enable any field you must at least re-enable the view:
Base.Document.AllowUpdate = true;
I am looking to perform a custom action when a content editor in Kentico 10 updates a page and it eventually gets published.
To be more specific we have a custom page type for products which also as an "Updated" checkbox allowing the editor to mark it as updated. When this happens (gets marked as updated) I would like to send an email out to users that have a registered interest in this product that it has been updated.
I was looking through the documentation and came across Global Events here: https://docs.kentico.com/k10/custom-development/handling-global-events/reference-global-system-events#Reference-Globalsystemevents-DocumentEvents
I was wondering if using global events to intercept the save action when the editor updates the product is the way to go here or if there is a better approach.
Kentico does n't have this functionality out of the box, but we can achieve this by writing Custom code for Global Event and a scheduler (if No.of mails is large)
Recommended steps:
Attach custom code to Global event handler while publish specific document publish after event
public override void Init()
{
// Assigns custom handlers to the appropriate events
WorkflowEvents.Publish.After += new EventHandler(DocumentPublishCustomEvent);
}
In the custom code, if required page is published then make entries into custom table for email to be sent [This step is optional you can send mail from custom event handler directly if only few mails to be sent]
3.Implement custom scheduler to pick the user info from custom table and send email to user.
Note: Ideally you can use email Template for send emails
Using Global events is one way of doing this, another way would be to use Kentico's Advanced workflow engine (If you have the EMS license):
https://docs.kentico.com/k10/managing-website-content/configuring-the-environment-for-content-editors/configuring-workflows/designing-advanced-workflows
You could create a custom workflow step and action which the editors would put the page into and which would send emails to interested people - https://docs.kentico.com/k10/managing-website-content/configuring-the-environment-for-content-editors/configuring-workflows/designing-advanced-workflows/creating-custom-action-workflow-steps
If you do not have the EMS License, using Global events seems like the way to go, but I don't see the updated flag field as necessary, you could easily check in the global event handler if the product arrived at the "Published" workflow step in the basic workflow and then send the email to the interested parties.
I'm using SharePoint designer workflow for sending mail in my application. Is there any possibility to get the following details as a log in SharePoint list. Details are :
From address
To address
Main sending time
Subject of mail
You can do that. First, create these fields in the list.
Then, in the workflow you can add another action just below the email sending action. In that action (Set Field in Current Item) you just write to the given field whatever info you require.
Alternatively, you can write to SharePoint Workflow History any event you think is necessary. This is also very useful if you're debugging a problem in the workflow and you don't know where exactly it fails.
What I do is I add a log line BEFORE and AFTER any action in the workflow and write this log line to workflow history. The action for this in the Actions menu is called "Log to History List"
You can then access history list by clicking on the workflow instance for your list item. If you do not see the workflow column in the list, go to list settings and click on the view you are using. Then, check the workflow column and save the view. Now you'll be able to click on the workflow instance and see the history.
And finally, there is a "hidden" list in every site called Workflow History.
You can access it by directly typing its URL:
"http://yoursitename/Lists/workflow%20history/AllItems.aspx"
Here you can follow all workflows that ran within the scope of this site.
Good luck!
Is there a way to get an update by email when a user updates a wiki page or adds items into the document library?
Yes, you can simply create an alert on the relevant list (Wiki Pages list or the Document Library in question).
Using alerts you can subscribe to new, modified or deleted items and have details emailed to you immediately, daily or weekly.
From the Actions menu of a list or document library select the Alert Me option and then configure the alert accordingly.
If you like, there's a video showing how to create an alert on a list.