I recently built a dashboard to assist our logistics manager with tracking demo scale operations. This dashboard includes several key dates that are important to various business units. I would like to develop a BPM that triggers on these dates and sends emails to relevant managers. What is the best approach to achieve this? An Epicor Function ? Schedule a BAQ report to run daily and get a BPM to trigger off of this report ?
If you have APR a BAQ Report (or RDD BAQ Report) that runs daily can look at the dates and send an email. Seems to make the most sense.
I have used a scheduled uBAQ for this, but if I was doing one now I would use a scheduled function that ran daily to check if today is the day and then send the needed email.
Do you recommend any good materials or resources for learning about functions? I know close to nothing about them but more than willing to learn
What exact version are you on? You version just says 10 which leaves a lot to guesswork. Functions got better with time.
The F1 or built in help has details on building functions and I am looking for a function library I downloaded from here that I started using a while back that will get you jump started.
Kinetic 2023.2.11
Ok, so SaaS makes you current so your version is 23.2.11, but that also makes smtp email harder than I have to deal with OnPrem.
F1 help search for function and you will find examples of building all of the things functions need. I think always using Add Widget Function with Code is best since you can do all widgets or all code as needed.