This is another update to the previous versions of the change tracking projects for Customer and Vendor cards:
Based on the version 3 projects, this update adds optional emailing of the changes made to a specified address.
The design has not changed since version 3, we have just modified the trigger scripts to add a call to the MBS_Email_API Helper Function.
Below are screenshots of the two projects showing the components. Here is CUST TRACKING project:
And the VEND TRACKING project:
To enable the emailing, make sure you can send an email using the Send Email window. You can change the settings used in the Email Settings window.
Note: If you have issues with SMTP, try using the SMTP via .Net Addin mode rather than the SMTP via CDO mode as it can better handle modern authentication requirements.
Then edit the trigger scripts (1 to 4 for both projects) and insert the desired email address to send the notifications to in the MBS_Email_To field. You can also add MBS_Email_CC and MBS_Emal_BCC addresses, or change subject and body text, if you wish.
Customer Triggers: CUST TRACKING 1 to 4
Vendor Triggers: VEND TRACKING 1 to 4
WARNING: If you already have the previous versions installed, please make a note of the Fields included if you have changed the field lists before importing, so you can remake the changes after installing the updated projects.
Downloading and Installing
Download the example code, import using the Project Setup window (now possible for first time imports with Build 28.8 onwards), or use Configuration Export/Import window (for older builds):
The code will be active on next login or after switching companies, or you can use start the triggers manually from the Project Setup window.
More Information
For more information see:
- #GPPT Tracking changes to Customer and Vendor Cards Version 4
- #GPPT Tracking changes to Customer and Vendor Cards Version 3
- #GPPT Tracking changes to Customer and Vendor Cards Version 2
- #GPPT Tracking changes to Customer and Vendor Cards
- #GPPT Using GP Power Tools to track specific changes
- #GPPT Using GP Power Tools to track specific changes Revisited
- GP Power Tools Portal: http://winthropdc.com/GPPT
- GP Power Tools Samples: http://winthropdc.com/GPPT/Samples
- GP Power Tools Videos: http://winthropdc.com/GPPT/Videos
Hope you like the enhancement added with this version.
David
This article was originally posted on http://www.winthropdc.com/blog.
4 thoughts on “#GPPT Tracking changes to Customer and Vendor Cards Version 4”