Approval Link in Mail

Hello Smart heads,

We wanted to know if there is any way to attach a link into email send through Epicor, where by clicking on this link, the PO gets approved by the approver, without opening the Epicor software.

Any insights on it will work.
Thanks
Rishi Raj

New Sessions at Insights 2022 - Automations & Integrations - Kinetic 2021 - Epicor User Help Forum (epiusers.help)

and

Automated PO Approval (Via Email) - Kinetic 2021 - Epicor User Help Forum (epiusers.help)

3 Likes

Thank you

In the newest version of Kinetic, there is now a “Share” option on most screens. When you choose it, you can get a “deep link” that you can send via email. You can also build your own version of that once you see the format. The link you get from Purchasing looks like this link… note that the “channelid” is currently required, but you can set it to zero with no security concerns (just validated this yesterday by Dev team).

https://your.computer.com/ERPCurrent/apps/erp/home/#/view/PMGO2001/Erp.UI.POEntry?channelid=440115fe-0b51-425a-82c2-9294540d284a&company=EPIC06&site=EVN&pageId=Details&KeyFields.PONum=4261

I found that you can shorten the link for the PO above to THIS:

https://your.computer.com/erpcurrent/apps/erp/home/#/view/PMGO2001/Erp.UI.POEntry?channelid=0&company=EPIC06&KeyFields.PONum=4261


9 Likes

Thank you Tim, this will help for now.

1 Like

That’s a cool feature Tim.

1 Like

Tim, can you explain what the ChannelId parameter is for? I assumed it was related to the User’s Session.

Is it a problem if multiple users access from the same link with the same ChannelId value, if you do not change the value to ‘0’?

it is my understanding that if you set it to zero that it will work. The channelID would have addtional if needed, but for most purposes, it is not needed.