Create Internal Message Action

Previous  Next |  Direct link to this topic

Create Internal Message Action allow you to create internal message to other users within the SAP Business One notifying them of actions being taken.

 

[See a video of the feature]

image032

 

The definition of the Create Internal Message first allow you to define what other users should receive the message and afterward how the message should be build up. Example when run from Sales Quotation 250

image034

Field

Description

Users To Sent To

Here you set which of the SAP Users you want to receive the internal message you create.

Users (Advanced)

For Internal Messages you can define fixed recipients above, but in addition to that you can with this field add one or more dynamically selected users that should also receive the message

You have two methods of doing this (or combining it):

 

1. You can use the SQL: syntax

Example: SQL:SELECT USER_CODE FROM OUSR WHERE INTERNAL_K = $[OINV.UserSign] will on an invoice send an internal message to the person who created the Invoice (UserSign)

Tip: You can let your SQL sentence return multiple rows of usernames and then send to each of them

 

2. You can use Dynamic syntax and Dynamic Syntax Keywords

Example 1: $[Username] will send to currently logged in user

Tip: You can specify more than one recipient by setting semicolons ; beteen them

Priority

Here you can set what priority you wish the internal message to have

Subject

Here you set the subject of the Internal message. You can either write a fixed text subject, text with dynamic syntax ($[$item.col.type]) in it or use the SQL: syntax to generate the subject based on the result of a SQL statement.

 

Example 1 (Fixed Text): This is a fixed Text Subject

 

Example 2 (Dynamic Syntax): Remember to check account balance for $[7.0.0]

(If run from a BP Screen then $[$7.0.0] will be replaced with the BP name as it is item 7 on the screen)

 

Example 3 (SQL: syntax): SQL:SELECT 'BP $[7.0.0] now have '+ CAST((SELECT COUNT(*) FROM OINV WHERE CardCode = '$[$5.0.0]') AS NVARCHAR(100))+' invoices'

(If run from a BP Screen It will show how many invoices the current BP have)

 

Message

Her you write the internal body message. The field have the same features as the above subject (being able to use static, dynamic syntax ans SQL:)

Internal link (optional)

Here you choose if you wish to do an internal link to the generated document. If you check this checkbox you can give the Link title (aka the Column caption) and the Link value (aka the cell value as show in above screenshot)

 

Tip: You can like the other fields in this configuration use Dynamic syntax and SQL: to build the title and value

Attach document (optional)

You can optional add a attachment to the generated Crystal Report. You have the option tochoose the name of the attachment and the type (PDF is default)