Approval Link on Email

kriz4luv

Hello,

My client is using Dynamics Nav 2009 RTC.
They want to use the Document Approval functionality of Navision in a different way.

They want the Notification Email which is received to carry a link and by clicking on that link the document is approved in navision. This is required specifically for top Management.

Please, can anyone direct me in the direction I should go in other to get this working.

Regards
Christopher
NG

kriki

[Topic moved from 'NAV/Navision Classic Client' forum to 'NAV Three Tier' forum]

Troelsh

You may want to look into adding a link to the specific page - look at the title of an attachment to a mail (send as mail action) so the approver has a chance to see what he's supposed to approve if he so prefers - and you might want to create a webservice which exposes a single approval (or contrary) action.

You can also create a InfoPath form that can be integrated with Outlook - build on top of the webservice that exposes some key values and has the approval button

dburger

Hi Christopher, were you able to solve this (old) issue with the document approval straight from the email for top managers? We are facing the same challenge with NAV2009 (yes we are still using it).

For quicker approval we would like to generate the email from NAV containing more details, but more importantly we would need to have two options for accepting and rejecting in the mail. How could we accomplish this knowing some of the approvers will not have access to NAV (in theory they could have access but in real they will never use it).

So the mail should contain all the information for them to approve/reject and from there NAV should get a trigger to process the approval/rejection.

Dave Burger

andreasnilsson

You probably could solve this with flow or a logic app in Azure.
https://docs.microsoft.com/en-us/azure/logic-apps/tutorial-process-mailing-list-subscriptions-workflow

You just have to initiate the flow with a http request from NAV, and when the approval flow is finished, it has to call the soap/odata service of NAV.