New BPM user here. I created a simple standard BPM to notify via email when a vendor is added. I thought I had it working in Pilot, but is not working now.
@dllambros You might need to add a few more conditions in the BPM. Here’s one we have set up to fire off an email when a new customer is added - a new vendor is likely similar in set-up.
First condition:
Second:
Third:
Hope this helps.
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This looks like it will work for the customers! But the vendors aren’t broken down by types…so I’m not sure why it’s not working. Thanks for the feedback.
You just need to change yours to be like his first Condition. His looks for a known condition (CustType == 'CUS').
But you can look for a condition you know won’t exist like VendorID <> 'QWERTY'
Thank you…I’ll try that.
In addition to what others have already mentioned…
I sometimes will use a PRE process BPM to enable POST process to do the sending of the email.
And when I’m not sure what is/isn’t firing, I’ll temporarily add messagebox(es) to get some immediate feedback.
e,g
Cool! Thanks!
We had some work done by a consultant to auto number the vendor and I think it stopped working after that.
P.S. one note about adding test messageboxes - location can matter, prevent subsequent processing. e.g. in my example screenshot, the pre-preccess after the 1st condition
- that temp messagebox would give some feedback on true BUT… can also prevent the enabling of the post process.