Seeking Information on Email Monitoring and Routing Services

SUGGESTED

Hello everyone,

We would like to ensure proper monitoring of emails sent by X3 workflows and also verify the routing of email addresses through an external provider.

Do any of you already know suppliers who offer this type of service? Has anyone successfully implemented this type of email management?

Thank you in advance for your feedback and contributions.

Have a great day.

Best regards,

A.K.

Parents Reply
  • 0 in reply to Aziz KHIDACH
    SUGGESTED

    Depending on the patch you are, recently many changes were made, and improvements. 2023R1 introduced several benefits like the sender email on the workflow rule, which was always akward.

    Check the release notes, on the platform chapter:

    Sage X3 - Release Notes (sageerpx3.com)

    Notification server: Microsoft 365 with OAuth2 authentication

    You can connect to a Microsoft 365 email service using OAuth2.

    HTML email text in workflow rules

    You can use HTML as the email text in workflow rules.

    Important

    • This requires using the Notification server and does not work with the legacy email client meladx.
    • When applying rich text (HTML) formatting, any formatting change that covers an expression (formula) in the text needs to apply to the entire expression (formula) including the pipe separators (|) .

    See the how to guide for details.

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