New Feature "Using Notification Server with Workflow" in 2022R2

2 minute read time.


One of the New Features in 2022R2 is the ability to configure Workflows to use the Notification Server mechanism rather than the Legacy Email Service, meladx.

The Notification Server options provides an email client for Sage X3 that includes capabilities for authentication and additional security features such as TLS, and may also use Notification Themes to format the Workflow's Message text.

The Notification Server is based on Nodemailer component of Node.js.

In order to enable this new functionality, two new Folder-level Parameters have been created:

  • SYRMAIL : Use notification server? (SUP chapter, WRK group) to Yes if you want to use the new email client, otherwise No (Default value).
  • SYRMAILSRV : Notification server (SUP chapter, WRK group) value contains the name of the appropriate notification server.

These can be set in Parameters > General Parameters > Parameter Values:

Notification Servers

Note that you can configure more than one Notification Server - perhaps have one for "normal" Notification events and a second one with a different "sender email" for Workflows.

Refer to the Online Help for more information about Notification Servers: https://online-help.sageerpx3.com/erp/12/staticpost/notification-servers/?highlight=notification+server

     

Once the Notification Server is set up, you can test it:

                         

 This will send a test email to the specified email account:

               

As mentioned before, the Notification Server can have a Theme associated with it - these Themes are configured in Administration > Collaboration > Notification > Notification Themes.

    

 Please refer to the Online Help for additional information : https://online-help.sageerpx3.com/erp/12/staticpost/notification-themes/.

In addition to setting the SYRMAIL and SYRMAILSRV Parameters, if SYRMAIL is set to "Yes", then each Workflow Rule can be configured separately to use or not use a Notification Theme by ticking the "Use a theme" box - this is not available if SYRMAIL is set to "No". This is done in Parameters > Workflow > Workflow Rules

   

Here's an example using Legacy Email Service compared with Notification Server

The standard Purchase Order Workflow Rule has an email Subject and Body defined as follows:

   

This would generate the following email if Legacy Email Service is used:

    

If Notification Server is used, but no Theme is specified, an email like this would be produced:

   

If a Theme is specified, then the email would like like 

   

Note : 

There is currently a Case outstanding with Development regarding the fact that Workflow emails sent using this new Notification Server mechanism do not have clickable Action Links such as Accept and Reject - this issue will be fixed in a later Release.