Sage X3 Ideas Portal

Auto Attach source document PDF to Signature approval workflow emails.

Clients frequently ask for the report PDF to be attached to signature approvals. We currently have to use custom code to print a report and force the code to wait for Crystal to finish before allowing it to trigger the signature workflows.

  • Shawn Leininger
  • Dec 29 2023
  • Attach files
  • RICHARD AMOAH commented
    22 Feb 10:10am

    Currently our emails do not work after approval in the signature flow. Users are unable to see pending requests/PO unless manually sent to them through emails which is something that needs to be addressed