Remote Action Message Templates

Remote action service uses Extender message templates in two ways: 

1. Configure the email notification sent to the users who need to approve the record / acknowledge the alert.

2. Configure the remote form that users navigate to from the email

Refer to Message Templates

The Remote Action module includes two default message templates. REMOTEACTION.WFAPPROVALFORMEMAIL and REMOTEACTION.WFAPPROVALFORM

You can create new message templates for the different workflows that use Remote Actions.

Tip: Name the message template with a module ID to facilitate installation between test and live servers.

Email message templates

Message templates can include variables including field names of the Sage 300 views the workflow is attached to.

To send a Remote Action link, the email message selected in the workflow template action needs to include a special variable {FORMURL} to build the unique link for remote action. This requires an active Internet connection and an active subscription to the Remote Action service. See details in Remote Action Admin

Tip: If the token is invalid or the subscription to the service has expired, {FORMURL} cannot be replaced.

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Sample HTML Email Template with {FORMURL}

<html>
<body>
<p>Hi  {CURUSER} team member</p>

<p> <b> Company {ORG} - {CONAME} <b></p>

<p>There are workflow records marked for your attention</p>

<p>Please review</p>

<p>The request was made on {DD}/{MM}/{YYYY} at {HOUR}:{MINUTE}:{SECOND}  by {USER}</p>

<p>To Approve / Reject remotely, click on the link below</p>

<p>{FORMURL}</p>

<p>If you want to see more details or drill down to the detailed entry, use the Sage 300 workflow console to accept / reject, use the link below</p>      <p><a href="orchid:{ORG}/VI1015/&amp;All=Assigned%20only%20to%20&amp;me">Workflow Console</a></p>
<p>&nbsp;</p>
<p>&nbsp;</p>

</body>
</html>

Tip: When using Remote Action to progress the workflow, make sure the message template used to notify users that the workflow has been progressed (request approved or rejected), includes {RUNUSER}. Refer to When using the Remote Action Service, user {RUNUSER} as the workflow {USER} is the user who runs the poller script or the user configured in Process Scheduler.

Form template

The message template subject becomes the form title.

The message template body becomes the content of the form.

If you have configured a logo in Remote Action Admin, the logo is displayed at the top of the form.

Note:

You can use HTML Tags in the Remote Form message template. Commonly used HTML Tags have been white-listed in the service.

If you use HTML message template for the form, it must include HTML and BODY Tags.

 

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Sample HTML Form Template

<html>
<body>
<p>Company {ORG} - {CONAME}</p>

<p>Workflow records available to review.</p>

<p>Please review ....</p>

<p>The request was made on {DD}/{MM}/{YYYY} at {HOUR}:{MINUTE}:{SECOND} by  {USER}</p>

</body>
</html>

 

The form message template (both subject and body) can include variables to display values from Sage 300. Refer to Message Template Variables.

For more details on the form configuration, refer to Customize Remote Action Form