In Sage X3, we have a functionality where we can set a delegate in workflow. This field makes it possible to specify how to manage the fact that the recipient identified in the line is absent (in other words, they have defined a delegated user for a period of time covering the moment when the rule has been triggered). If the recipient has specified delegated users with authority, the value of this field defines who is the recipient of the notification or message.
We faced an issue where one of the workflows configured was not sending the mails to the delegates.
In this blog we will see the different types of Delegate options and how to solve the mails not not being sent to the delegates.
New Stuff: Customisation on Subcontracting Order Type
Options in Delegates:
1) If this option is set to “NO”, only the original recipient mentioned is concerned.
2) If it is set to “All”, the recipient and all the users defined as delegated users to the recipient are concerned.
3) If it is set to “Cascade”, the recipient, their users, and in turn the delegated users to their users etc. are concerned.
4) If it is set to “First free”, the first recipient with no delegated user is concerned.
Solution:
We found that the delegates do not get the mails delivered if the same mail address is used for the user and its delegates.
1) In the workflow set the Delegate option to “All”. With this option all the users and recipients defined as delegates to that particular user will be notified.
2) Open Setup -> Users -> Users
3) Select each user and make sure the user has its own unique email address, compared to its delegates.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
