Wednesday, 23 September 2015

Configure e-mail notification on workflow AX 2012 / R2

Configure e-mail notification on workflow

1.       Setup SMTP details


Go to System administration > Setup > System > E-mail parameters.


2.       Enter e-mail address of employees

Go to > System administration > Common > Users > Users
1.     Select a user.
2.     Click Options.
3.     In the E-mail field, enter the email address of the selected user.
4.     Click Close.

3.   Create a batch group  and assign batch server

Go to System administration > Setup > Batch group


4.    Create batch job

Go to System administration > Periodic > E-mail processing > Batch

-       Here select the batch group created in last point


5.     Create email template
Go to Organization administration > Setup > E-mail templates

Here create new email template with Ctrl+N
1.     Enter e-mail Id, Sender name, Sender email address and language
2.     In the below grid enter subject or %subject% which will get replaced from the workflow subject
3.     Click on the email message and enter message or %message%. This will replace by the workflow item instructions.


6.     Setup subject and message in workflow
For example, suppose that you entered the placeholder %subject% in the email template. In this example, when email is generated and sent to users, that placeholder will be automatically replaced with the text found in the Work item subject field. Similarly, if you enter %message% in the email template, that placeholder will be replaced with the text found in the Work item instructions field.



7.     Specify the email template on workflow create
When you configure the properties of a workflow, you can select the email template that should be used to generate email messages for the workflow.












     

8. Monitor outgoing emails
   Go to System administration > Periodic > E-mail processing > E-mail sending status.


Share your comments below if this helps you.

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