Vendors have requested that we add the PO Number to the Email Subject line. We currently use Vendor Document Profiles to automate this. Has anyone done this and will share information?
The original emailing process does not allow for any changes to be made to the email subject. Consequently, we have redirected this email to a dummy mailbox. In order to achieve the desired modifications to the email subject line, body, and the attached document's name, we have developed our own event handler within the 'TaskPostPerform' event.
Would you be willing to share this? Are you redirecting the automatic email to a dummy mailbox and then creating a new email message?
1. The original email was rerouted to a non-existent mailbox. If you would rather not continue with that method, an alternative suggestion would be to incorporate an event handler on TaskOnPerformEvent to remove the email address.2. The event handler code I provided contains extra lines as we manage two types of documents profiles: vendor document profiles and vendor reps document profiles. If we send our purchase orders to vendor representatives, our purchasing groups will assign email addresses to these purchase orders.
@Praba Thank you for responding. I ended up just utilizing AES to dynamically update the subject line of the email created by Vendor Document Profiles so that I did not have to create a new email altogether. This is working beautifully.
Are you open to sharing the specifics of how you dynamically update the subject line?
Of course. Essentially:
1. I create a Global Constant to use as the default subject
2. When a PO report is generated, I update the Background task definition record with "Purchase Order Report for: P(PONum)" using an event. The PONum is passed from the Purchase Order Report <<StartPo>> value.
3. When the report has finished, I have another event that runs and sets the Background task definition back to the default subject.
