Afternoon,
Has anyone ever found a location for the Approval Creator? Basically, what I’m attempting to create using a custom event is to email the creator of the approval process if the approval line is ‘Approved’
I’ve checked some of the views such as Approval_current_step and Approval_Routing and neither of these have the creator of the approval process.
Any ideas?
Kind regards,
Ryan
Best answer by Mathias Dahl
View original
+20
Some things to consider:
You need an event action like this to notify the originator. Event is out of the box.
Took me a while to find this one as well, but once set up, it has worked fine for me.
You need an event action like this to notify the originator. Event is out of the box.
Took me a while to find this one as well, but once set up, it has worked fine for me.
Hi Shawn,
I’ll give this a test today and let you know if it works as expected. It does look very promising.
Thanks for the information.
Regards,
Ryan
You need an event action like this to notify the originator. Event is out of the box.
Took me a while to find this one as well, but once set up, it has worked fine for me.
Hi Shawn
Thanks for the information again.
I’ve managed to get most of the event to work however, when I use the ‘RECEIVER’ field it either returns as just the field name &RECEIVER or has the text ‘NO RECEIVER DEFINED’. Do you have any idea why this could be?
Thanks
+30
I had a quick look at the code and it looks like the receiver should get the name of the user that created the document revision. When used in an e-mail, the event framework/execution engine should then look up the e-mail address for the foundation user with that name. Perhaps the e-mail address is not in place?
+30
Checked the code again, and found this:
IF lu_name_ = 'DocIssue' THEN
Get_Receiver_And_Admins___(receiver_, admin_list_, key_ref_, include_admins_);
ELSE
receiver_ := 'NO RECEIVER DEFINED';
END IF;
As you can see and which is perhaps the reason you ask, when an approval routing is connected to other business objects than documents, there is really no receiver for this event, and the code just sets ‘NO RECEIVER DEFINED’ then. The only way we could have one would be to store whoever added the approval step, and use that as the receiver here. We don’t do that though. Or, we could of course enhance this functionality and make it configurable per object type how to determine the receiver. So, there is room for improvement here…
What you probably can do is to use another event action type, Execute Online SQL. There you can run and SQL or PL/SQL you need to determine the receiver. Once you have it you can send an e-mail using the Command_SYS package. If you search here on Community you might find some code example from which you can copy some code.
Here is the method signature for the Mail method in that package:
PROCEDURE Mail(
sender_ IN VARCHAR2,
from_ IN VARCHAR2,
to_list_ IN VARCHAR2,
cc_list_ IN VARCHAR2 DEFAULT NULL,
bcc_list_ IN VARCHAR2 DEFAULT NULL,
subject_ IN VARCHAR2,
text_ IN CLOB,
attachments_ attachment_arr,
mail_sender_ IN VARCHAR2 DEFAULT NULL);
Good luck!
Checked the code again, and found this:
IF lu_name_ = 'DocIssue' THEN
Get_Receiver_And_Admins___(receiver_, admin_list_, key_ref_, include_admins_);
ELSE
receiver_ := 'NO RECEIVER DEFINED';
END IF;
As you can see and which is perhaps the reason you ask, when an approval routing is connected to other business objects than documents, there is really no receiver for this event, and the code just sets ‘NO RECEIVER DEFINED’ then. The only way we could have one would be to store whoever added the approval step, and use that as the receiver here. We don’t do that though. Or, we could of course enhance this functionality and make it configurable per object type how to determine the receiver. So, there is room for improvement here…
What you probably can do is to use another event action type, Execute Online SQL. There you can run and SQL or PL/SQL you need to determine the receiver. Once you have it you can send an e-mail using the Command_SYS package. If you search here on Community you might find some code example from which you can copy some code.
Here is the method signature for the Mail method in that package:
PROCEDURE Mail(
sender_ IN VARCHAR2,
from_ IN VARCHAR2,
to_list_ IN VARCHAR2,
cc_list_ IN VARCHAR2 DEFAULT NULL,
bcc_list_ IN VARCHAR2 DEFAULT NULL,
subject_ IN VARCHAR2,
text_ IN CLOB,
attachments_ attachment_arr,
mail_sender_ IN VARCHAR2 DEFAULT NULL);
Good luck!
Thanks for the information,
It would make sense to have a record of who created the approval, realistically I thought this would be an out of the box field. I’ll see if I can write some customisation that saves the ‘person ID’ of who has created the approval.
The Custom Menu I created to apply the approval could maybe be the trigger. I just need to figure out how to save the creator of the approval now
Thanks
+30
By using a custom event you should be able to save to some place who created each approval step. You could use a custom field or some unused field on the object.
For us, the creator of the document revision and the user starting the approval are one and the same, so it works for us due to that simplicity. For a separate user attaching the approval, then yes, you’ll have to grab the user email you want via an additional event. I’ll likely have to do the same with future approval routes that become more complex where I need to notify more than one user that the approval is complete. Just don’t have that setup currently.
It would be useful once you get it all working to update this post with the solution you arrive at, when you have a chance.
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