Automatically send an Email notification to line manager via Workflow in Account application

[JerryWang]

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• Automatically send an Email notification to line manager via Workflow in Account application


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In release 1708 the Recipient Determination to "Reporting Line Manager" in Opportunity is available:

However for Account application, there are only six available determination rules available in standard.

Suppose we need to support the following scenario:

Max is Jerry's manager. When Jerry has changed a given kind of Account in system, Max will get an email notification triggered by workflow. The general idea to fulfill this requirement is to introduce a logic which could automatically make Max as one member in Account Team table in Account TI by a small development in Cloud Application Studio, so that the existing functionality provided by Workflow framework could be leveraged to send notification.

Here below is the solution.

1. Create a new custom Party Role Code and define it as Recipient determination in Workflow rule edit UI by following this blog Custom recipient determination in workflow rule done on Account BO.

Of course you can also use standard role code.

2. Create a beforeSave script file on Root node of Customer Business Object:

import ABSL;

import AP.PC.IdentityManagement.Global;



var managerExists = this.CurrentEmployeeResponsible.Where(x=>x.PartyRoleCode.Contains("ZJE"));

if( managerExists.Count() <= 0){

  var queryByIdentityUUID = Identity.QueryByElements;

  var queryByIdentityUUIDParameter = queryByIdentityUUID.CreateSelectionParams();

  var queryByEmployeeBPUUID = Employee.QueryByIdentification;

  var queryByEmployeeBPUUIDParameter = queryByEmployeeBPUUID.CreateSelectionParams();

  var id = Context.GetCurrentIdentityUUID().content;

  queryByIdentityUUIDParameter.Add( queryByIdentityUUID.UUID.content, "I", "EQ", id.ToString() );

  var result = queryByIdentityUUID.Execute(queryByIdentityUUIDParameter);

  var first = result.GetFirst(); // points to identity instance

  var person = first.Person;

  var bpUUId = person.UUID.content;

  queryByEmployeeBPUUIDParameter.Add( queryByEmployeeBPUUID.UUID.content, "I", "EQ", bpUUId.ToString());

  var employeeQueryResult = queryByEmployeeBPUUID.Execute(queryByEmployeeBPUUIDParameter);

  var EmployeeQueryResultCurrent = employeeQueryResult.GetFirst();

  var assignedOrg = EmployeeQueryResultCurrent.OrganisationalUnitAssignment.GetFirst();

  var org = assignedOrg.ToRoot;

  var manager = org.Manager.GetFirst();

  firstCommon.CustomExtension = manager.EmployeeUUID.content;



  var newNode: elementsof Customer.CurrentEmployeeResponsible;

  newNode.EmployeeUUID.content = manager.EmployeeUUID.content;

  newNode.PartyRoleCode = "ZJE";

  this.CurrentEmployeeResponsible.Create(newNode);

}

The idea of this code: first check whether the line manager is already maintained as one member of current Account team ( in this example I use a custom Party Role Code ZJE to represent Line Manager role ), if not, then query the corresponding line manager of current logon user and create a new Account team member dynamically.

In the runtime, the behavior is that once Jerry creates a new account, Jerry's manager Max will automatically become as one Account Team member and received a notification Email: