I’m creating a BPM to send an email when QuoteHed.Quoted=TRUE and QuoteHed.PowerPoint_c=TRUE. This is working with Quote.Update, but not when completing the final task and marking it won sets Quoted=TRUE. I did a trace, saw that Task.Update is being called, so I cloned what I did for Quote.Update, …

I’ve been messing around with this today some more. I was hoping I could set arguments / variables with a data directive, and use that to drive the email, but it doesn’t have the Customer ID or Name fields available in the QuoteHed row. Could I do something with tags? Or invoking functions or a dif…

If you have access to custom code, you could just set BPM variables. I assume you can use them in the email widget. Something like: var mytask = ttTask.Where(r=>!r.Unchanged() && r.RelatedToFile=="QuoteHed").FirstOrDefault(); if(mytask!=null) { int myquotnbr = 0; int.TryParse(mytask.Key1,ou…

Tanner - Thanks! I’m giving that a try. To make sure I’m getting it - That code block sets variables from the QuoteHed that I can use in my condition and email widget blocks? I would add variables for QuoteHed.Quoted, QuoteHed.QuoteAmt, and Customer.CustID Like this? [image]

Yes that is what I was thinking. If you store the information in BPM Variables, they should be available in your condition checking and email widget. You could also do this all in code… I assume the task is not longer marked as modified (!r.Unchanged()) in the POST directive though so you might h…

Hi Tanner - I got stuck modifying your code to add the variables from the QuoteHed and Customer tables, so I thought I’d try to get at the QuoteHed criteria via “Number of Rows in My Query”. Seems Epicor doesn’t like joining the QuoteHed table to Task via Key1, which is a string in Task, but Int in…

I just ran a test and I don’t see an issue in our environment (10.2.300.37) when creating just a BAQ with no tt table. FWIW I typically steer away from joining in memory tables to Epicor tables as it can cause performance issues (could be a bug as well). Try using the db tables for the join in the q…

BPM to send email when task completes and quotehed UD field = true

Epicor ERP 10

MikeGross (Mike Gross) October 13, 2020, 8:39pm 2

I was looking at this a while back and couldn’t make it work either so we went a different direction. I should’ve asked here like you did, so let’s see if there is an answer out there now…

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BPM to send email when task completes and quotehed UD field = true

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