Send Email on Menu Item Open

[bordway (Bruce Ordway)]

@rmccann01

when certain menu items are opened

Are you having concerns about your menu security setup?
I know I find the security reports a little hard to decipher sometimes.
When in doubt, I copy live to a test system, reset user passwords and start logging on as each user and testing menus. Can be very tedious but… it’s nice to finally reach a level of comfort with security settings.

@rmccann01

an alert

You might try sending an email from a form customization too.
So you’d even be able to catch Form(s) loading?
Here is a thread with example code

Send Email from Customization

For some reason you dont have your epicor mailer set up, you can do the old fashioned way: NetworkCredential basicCredential = new NetworkCredential("uremail@domain.com", urpassword); MailAddress fromAddress = new MailAddress("WhoIsSender@domain.com"); smtpClient.Host = "mail.yourSMTP.com"; smtpClient.Port = 25; smtpClient.UseDefaultCredentials = false; smtpClient.Credentials = basicCredential; smtpClient.EnableSsl = true; MailMessage message = new MailMessage(); //-------> THIS IS WHAT …

For BPM - you might be able to use callContextClient.ProcessID as one of your conditions.

• I sometimes have used this to specify valid menu item(s)
  

or maybe check out some of the examples of BPMs being triggered from Task Agent?