Advanced Usage

Document Mail Queue Manager¶

By default, the Document Mail Queue entries which are visible in the Document Mail Queue, are the entries created with your own user account. If you enable the Document Mail Queue Manager checkbox in the User Setup you can see all the entries created by all the users in the Document Mail Queue. This set up is designed for the user(s) who manages the Document Mail Queue.

Go to the User Setup
Set the Doc. Mail Queue Manager checkbox to Yes for the assigned user

Document Mail Queue Status¶

A Document Mail Queue entry always has a Status. The statuses are normally set by the process. The statuses Document Mail Queue uses are:

New The entry is created by posting a document and not yet processed by the Document Mail Queue
Sent The entry is successfully processed by the Document Mail Queue
Error The entry is processed by the Document Mail Queue but not sent due to an error. The error is displayed in the Doc. Mail Queue. After correcting the error, you can process the entry again.
On Hold You can manually set this status. The entry will not be processed in this status. You can use this status to check the entry before processing. If you want to process the entry again you need to set the status to New again
Canceled You can manually set this status. The entry will not be processed in this status. Use this status for entry you don’t want to process anymore
Sent Direct After you use Post and Send a document, an entry is created for the sent document. This entry is used for logging purposes.

The statuses are indicated by the Doc. Mail Queue Status Pictures.

Note

The action Process Queue (Filtered) will only process the statuses New and Error within the filtered view set by the user

Send Attachments¶

With the Document Mail Queue, it is possible to send attachments linked to the source document with the mail when processing the entry. The attachment is added to the source document with the standard functionality of Business Central.

To send these attachments you need to set up the Doc. Mail Queue Sending Profile line from the Document Sending Profile.

Set the checkbox Add all attachments of Source Document to Yes in the Doc. Mail Queue Sending Profile line

The attachments are visible in the Document Mail Queue entry in the factbox Doc. Attachments

When the entry is processed by the Document Mail Queue the attachments are sent with the mail.

Note

Changes in the attachments (adding or deleting) will result in changes on the posted source document!

Document Mail Queue Log¶

The Document Mail Queue also works a log of all the entries sent by the Document Mail Queue.

By default, all the entries of the Document Mail Queue are visible. By using the status filter with the Filter | Status filter from the ribbon only the entries with the Status New, Error or On Hold are visible.

These are the entries needed of any action.

In the Document Mail Queue entry, the log-details of the entry are registered like Created On & Created By, Modified On & Modified By, Sent on & Sent By.

E-mail Relation¶

View Sent Email¶

With the View Sent Email… function you view the email that was sent through this entity.

Document Mail Queue now adds an "E-mail Relation" between a Document Mail Queue record and a Sent Email.

You can also check this link by using the View Source button in the Email Viewer page

Sent Emails¶

The Sent Emails page of the Customer and Vendor also includes the mails sent with the Document Mail Queue including a link to Document Mail Queue records as Primary Source.

Note

The link to Send Emails only applies to mails sent from the Document Mail Queue after version 1.44.0.0

To E-mail Address¶

The e-mail address used as To-E-mail Address in the Document Mail Queue entry is determined by the business rules of Business Central and follow the ranking specified below. Here is the first rank leading and if there is no e-mail address present in this rank, the next rank applies. These rules also apply as well for the CC Email.

Document
Customer Document Lay-out
Customer

If no e-mail is provided it is possible to enter the e-mail address manually in the Document Mail Queue

Process Document Mail Queue with Job Queue¶

Document Mail Queue has a default configuration to enable the processing of the Document Mail Queue with the use of the Job Queue.

Click the Schedule Processing from the ribbon in the Document Mail Queue Setup
Select for which Usage you want to enable the Job Queue. This step can be repeated for a different set-up per usage
Complete the Job Queue Entry Card and set the status of the Job Queue Entry Card to Ready For more details about configuring the Job Queue see the relevant link in the Business Central Setup

Business Central Setup¶

Generate Document Mail Queue Entries¶

You can use the batch Generate Doc. Mail Queue Entries to add one or more documents to the Document Mail Queue. This can be used to generate entries for Purchase and Sales Orders or for already posted documents.

Delete Document Mail Queue Entries¶

With report 70257202 Delete Doc. Mail Queue Entries you can delete Document Mail Queue Entries. This can be used to delete old Document Mail Queue Entries to free storage or improve the page performance.

Configure Delete table data before DateFormula with a negative date formula to set the date in reference to the Work Date as the maximum date for the deletion process. All entries before this date will be deleted.

This report can also be configured in a Job Queue Entry.

Note

Only Document Mail Queue Entries with the following Status will be deleted: Send, Cancelled, Send Direct

Circuit Breaker¶

Circuit breaker is a design pattern used in software development. It is used to detect failures and encapsulates the logic of preventing a failure from constantly recurring, during maintenance, temporary external system failure or unexpected system difficulties. For Document Mail Queue this feature prevents processing and/or sending of Document Mail Queue entries repeatedly which may cause performance issues and/or the unwanted repeated sending of mails.

Both the Number of Retries in combination with Max. Number of Retries reached and Send on fields in the Document Mail Queue are circuit breakers for the Document Mail Queue and will prevent the entry from processing again.

Number of Retries & Max. Number of Retries reached¶

If the Number of Retries of the Document Mail Queue entry is equal (or larger) then the Number of Retries in the Document Mail Queue Setup the entry won’t be processed. This is also indicated by the Max. Number of Retries reached

The Number of Retries is set up in the Document Mail Queue Settings.

The Number of Retries in the entry is updated after every retry (processing of an entry where the Status = Error).

Sent on¶

If an entry is sent to the mail handler, it will fill the date/time of Sent on. It can happen that the Document Mail Queue will fail after this process. By example due to features of a PTE or other apps. The entry won’t be processed again when the Sent on is filled in.

Note

When changing status of entry to 'New’; the fields Sent on/by and Number of Retries are cleared.

Configurable predefined report options¶

Standard Business Central allows you to set predefined report options and save them in Business Central so you can pick them up when the request page shows when you call the report.

This feature allows you to save and use predefined Report Settings on

Report Selection Level
Custom Report Layout Level

If not set at Report Selection level it will use the default Report Selection. Otherwise, Custom Report Layout, then Report Selection.

Your Report Settings should be available to all users. You can save personal Report Settings but these won’t be used when using Document Mail Queue or standard Business Central E-mail.

Report Settings¶

Create a Report Setting and set the Shared with all users boolean to True: for example on Sales Invoice

Note

Some options can't be modified, because they are modified by Request Page Triggers like No. of Copies

Report Selections¶

When you have made some configurations, you can add the Report Parameter Name of your configuration to Report Selections. For example, to Report Selections - Sales: Usage Invoice:

These Report Options will then be taken as default for this report.

If you want to define it on Customer or Vendor level you can do this in Custom Report Layouts. For example, go to Customer, Related, Customer, Document Layouts.

If not found it will take the Report Selections setting and if that one isn't found the default Request Page Option Settings of the Report will be used.

Note

You can only set this for 8 Documents on Customer, and 4 for Vendor.

Usage¶

The functionality works for Document Mail Queue entries and standard Business Central Email function.

The Report Attachment in the mail uses the pre-defined Report Settings.

Note

If you use the same Report ID with another Sequence the first record found will be used.

This shouldn't occur, but it is possible!

Developer information¶

If another app adds a usage to Custom Report Layouts and to make it work with a pre-defined Report Setting then the app should Subscribe to the WSB_DMQEventPublishers function:

wlEvpOnBeforeGetSourceTableIDAndSourceNoForCustomReportSettings(pDocumentRecRelatedVar, vSourceTableID, vSourceNo, vIsHandled);

And you should add these functions to be handled by this event in your app:

vSourceTableId is Vendor (23) or Customer (18) depending where your new Report Usage for Custom Report Layout is used.


```vSourceNo is the Pay-to/Buy-from Vendor No. or Bill-to/Sell-to Customer No.

vIsHandled: Send a true if your Custom Report Usage is found. If not, it sends false and will check the Default Report Usages in the Custom Report Layouts for DMQ.

procedure 

wgFncOnBeforeGetSourceTableIDAndSourceNoForReportSettings(pDocumentRecRelatedVar: Variant; var vSourceTableID: Integer; var vSourceNo: Code[20]; var vIsHandled: Boolean)

var wlRecRefSourceDoc: RecordRef; wlFieldRefSourceDoc: FieldRef; begin wlRecRefSourceDoc := wgFncGetRecRef(pDocumentRecRelatedVar); case wlRecRefSourceDoc.Number of Database::YourTable:: begin vSourceTableID := Database::Vendor or Database::Customer; wlFieldRefSourceDoc := wlRecRefSourceDoc.Field(2); // Buy-from or Pay-to Vendor No. or Bill-to or Sell-to Customer No Field No. vSourceNo := wlFieldRefSourceDoc.Value; vIsHandled := true; end; end; procedure wgFncGetRecRef(pRecVariant: Variant) rRecRef: RecordRef begin if pRecVariant.IsRecordRef() then exit(pRecVariant); if pRecVariant.IsRecord() then rRecRef.GetTable(pRecVariant); end;

Help function Set Variant to RecordRef

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Last update: September 17, 2024