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Email Setup for Approvals

Approvals can send email when an approval request is created, approved, or rejected. You can also send a reminder to an approver manually. Each email shows key document details and a button that opens the document. Approval request and reminder emails open the approval in the Approvals web app, while approval and rejection emails open the document in Business Central.

Prerequisites

  • The recipient must have an email address in User Setup.
  • An email account must be assigned to the RdN Approvals Email scenario.

Assign an email account

  1. Open Email Accounts.
  2. Select the account that should send email for Approvals, and then choose Navigate > Email Scenarios. Email scenario assignment
  3. Choose Assign scenarios, and then select RdN Approvals Email. Select the approval email scenario
  4. Confirm that the scenario is assigned to the correct email account. Assigned email account

Configure approval emails

Open Approval Setup Card, and then configure these fields:

Field Description
Email Language Select Icelandic, English, or Recipient Settings. The last option uses the language from each recipient's User Personalization.
Use Legacy Web Turn on to make links open the legacy Approvals web app. You must then enter its base address in Web URL.
Use Custom Web Path Turn on to use a different address from the default current Approvals web app. Enter that address in Custom Web Path.
Send Email on Approval Request Sends a new approval request to each current approver.
Send Email on Accept Notifies the person who created the request when it is approved.
Send Email on Reject Notifies the person who created the request when it is rejected. The email also shows who rejected it and any rejection comments.

When neither Use Legacy Web nor Use Custom Web Path is enabled, links use the default current Approvals web app.

An email for a single document shows its number, vendor, description, amount, and due date, together with a button that opens the document. Batch emails and automatic overdue reminders use the same layout and language setting.

See Send Approval Request for instructions on sending a reminder manually.