Adding Document Lines To A Notification In Workflow 2.0

Hello,

We recently ran into a situation where we were trying to add Document Lines to the WF ASSIGN PO APPROVAL notification in Workflow 2.0. The issue we experienced was that the notification would only show one line in a multi-line Purchase Order. If you are ever looking to bring Document Lines into a Notification in Workflow 2.0, please follow the steps below to ensure it's setup correctly.

1.  First, in the Message Setup window click on Document Lines tab and add the field(s) you want to include from the lines into the Selected Fields section:

2.  Then, switch back to the Body tab.  The fields you’ve selected from the Document Lines can be added by selecting the Document Line Fields field and clicking Insert.

3.  As a result, the e-mail will look like the following:

Thanks,

Ross