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    chetan kumar
    Can we customize the Requisition approval email notification...
    Topic posted January 24, 2019 by chetan kumarBronze Medal: 1,250+ Points, tagged Approvals/Notification, Business Intelligence - BI 
    79 Views, 15 Comments
    Title:
    Can we customize the Requisition approval email notification report
    Summary:
    Can we customize the Requisition approval email notification report
    Content:

    Hi All,

    As we all know in R13 18C upgrade we can customize the requisition approval email notification,whether it is possible to customize the seeded report and add the attributes to factory code?

    I am able to add  the exisitng attributes in template but not sure whether we can  add some attributes to the report so that we can post the same in template.

    Thanks for the help:)

    Regards,

    Chetan

    Comment

     

    • Ashok

      No Chetan. The seeded template is not to be tampered with. You need to copy that template and only customize that one.

      • chetan kumar

        Hi Ashok,

        Thanks for the update

        Yes i know we should customize the copied template but can we edit the data model and add the attributes which we required in the data model?

        Regards,

        Chetan

        • Nishanth B Jain

          Yes Chetan, After customizing the report using xmlpserver, you edit the data model and rtf.

          NOTE: If you are looking only for attributes, almost every attribute is already there in this report. Only thing is you need to include that in RTF.

          Thanks

          Nishanth

    • Ashok

      Yes Chetan. The idea of a template is to allow the data model attribute support. You should be able to load the data model and add the required attributes.

      • chetan kumar

        Hi Ashok,

        Agree, I want to add the addtribute agreement description which is not present in data model so i want to edit the data model.

        While customizing the seeded report,copy of the report will be copied to custom folder but when i am editing  the report which is custom folder by adding new column it is not leting me to save the report error:you cannot change the factory report.

        Regards,

        Chetan

    • Ashok

      Ok. We may be talking different things here. The data model that gets loaded as part of the template to customize comes with a set of attributes. Those are the attributes you can use on your template. If the data model does not have an attribute displayed, adding a new one is not supported.

      Can you attach descriptive screenshots of what you are trying to do? This may be best resolved if we can take a look at what you are trying to achieve and how.

      Thanks

      Ashok

      • Alan Luu

        Hi Ashok, 

        I'd like to learn more about customizing the email notification, are you able to direct me to where I can find more details about this?

        Thanks!

        -Alan

      • chetan kumar

        Hi Ashok,

        Thanks for the clarification, I was trying to add the agreement description attribute which is not there in the data model.

        Refer the below screen shot.

         

        Regards,

        Chetan

    • Ashok

      Yes Alan. We are on the throes of publishing a whitepaper around this. Very shortly. Will keep you posted.

    • Ashok

      Alan

      It is an output template for approval. You should be able to do one or more of the following:

      a) Reformat the notification to modify the layout of where fields appear

      b) Add your logo instead of the standard default logo

      c) Display additional attributes from the data model enabled for customization

      d) Write logic (this is too broad a generalization and cannot be quantified in exact terms) using attributes to show or not show based on business conditions

      Obviously, all of this works within the parameters of what the infrastructure and the data model supports which you will need to explore.

      • chetan kumar

        Hi Ashok,

         

        Thanks for the update. if it’s not possible to add on the email body,Can this information(agreement description) be added on the requisition form(Purchase requisition page/in request form) if it’s not possible to add on the email body..?

    • Ashok

      The requisition already has an agreement field displayed. I am not sure what you are referring to when you say requisition form. In the Edit Requisitions page if the item is sourced from an agreement, then those details are displayed per current design. 

      • chetan kumar

        Hi Ashok,

        Yeah i do agree we have agreement field in requisition,i have attached the screen shot could you please let me know that can we add agreement description in request form which is in the screen shot

        Regards,

        Chetan

    • Ashok

      Oh, I see. No Chetan, that is not currently supported. I can't think of a way to display that detail. This has to be a new idea.