This project contains an import package and steps to assist with the installation/configuration of the Aras Workflow Approval add-in for Outlook 365.
You can read more about the Aras Workflow Approval add-in here.
Always back up your code tree and database before applying an import package or code tree patch!
- Aras Innovator installed (version 11.0 SPx preferred)
- Note: The Aras instance must be configured to use the HTTPS protocol.
- Aras Package Import tool
- Microsoft Outlook 365
- Aras Workflow Approval add-in installed
- Backup your database and store the BAK file in a safe place.
- Open up the Aras Package Import tool.
- Enter your login credentials and click Login
- Note: You must login as root for the package import to succeed!
- Enter the package name in the TargetRelease field.
- Optional: Enter a description in the Description field.
- Enter the path to your local
..\ArasWorkflowApproval\Import\imports.mf
file in the Manifest File field. - Select ArasWorkflowApproval in the Available for Import field.
- Select Type = Merge and Mode = Thorough Mode.
- Click Import in the top left corner.
- Close the Aras Package Import tool.
- Log in to Aras as an administrator.
- Navigate to Administration > Workflow Maps.
- Open and lock your Workflow Map item.
- Select an Activity.
- Select the Notifications tab.
- Add a new relationship.
- Select the New Assignment Template email template
- Event = On Activate
- Target = Alternate
- Alternate = User who will receive messages
- Repeat Steps 4-6 for all Activities that should send emails.
- Save, unlock, and close the Workflow Map.
- Log in to Aras as an administrator.
- Navigate to Administration > Notification > E-mail Messages.
- Open and lock your E-mail Message item.
- Add the following to the Body HTML field on your E-mail Message item:
<BODY>
<style>
span {
display: none
}
</style>
<p>You have been assigned a new workflow activity in Aras Innovator. Please open the Aras app above to complete the activity.</p>
<span id="activity">${Item[1]/name}</span><br/>
<span id="itemNumber">${Item[2]/item_number}</span><br/>
<span id="itemType">${Item[@type="ItemType"]/name}</span><br/>
<span id="database">${Item[3]/database}</span><br/>
<span id="host">${Item[3]/host}</span><br/>
<span id="trigger">InBasket</span>
</BODY>
- Add the following to the Query String field:
<Item type="Activity" id="${Item/ActivityId}" action="get" select="name,message"/>
<Item type="${Item/@type}" id="${Item/@id}" action="get" select="item_number"/>
<Item type="ItemType" action="GetUrl" select="database,url"/>
<Item type="ItemType" id="${Item/@typeId}" action="get" select="name"/>
- Save, unlock, and close the E-mail Message item.
You are now ready to use the Aras Workflow Approval add-in for Outlook!
- Fork it!
- Create your feature branch:
git checkout -b my-new-feature
- Commit your changes:
git commit -am 'Add some feature'
- Push to the branch:
git push origin my-new-feature
- Submit a pull request
For more information on contributing to this project, another Aras Labs project, or any Aras Community project, shoot us an email at araslabs@aras.com.
Documented and published by Eli Donahue for Aras Labs. @EliJDonahue
Aras Labs projects are published to Github under the MIT license. See the LICENSE file for license rights and limitations.