KB20230703/01: Sage X3 Tip & Trick – How to properly setup workflow email validation links.

When setting up the workflows for Sales Order and Purchase orders, the system generates two links sent on an email so that the Signing User can Approve or Reject the Sales order and/or Purchase Order. This will allow the user (the Signing User) to not necessary have to log on into Sage X3.

If the workflows are not setup properly these links will usually not work.

WARNING – The link which is generated is based upon the link used by the user signing into X3. For example if John logs in via http://localhost:8124, this will be part of the signature link. Localhost is not resolvable outside the domain.

In order to configure the workflow properly, use the following steps:

Step 1 – Make sure that the X3 Web Services are installed on the SAFE X3 management Console.

  • Make sure that the X3 Web Services are installed on the SAFE X3 management Console.
  • Open the SAFE X3 System Management Console.
  • Select the WEB Servers option.
  • Check if there is a Web Server configured.
  • Take note of the Port used to connect to the Web Server. This will be used in the configuration steps below.

Step 2 – Enter the proper parameters on your Production and/or Test Folder

  • Go to Setup, Gen parameters, Parameter values.
  • Double-click SUP Supervisor to expand it.
  • Select the SUPERVISOR chapter, FOLDER, <<YOUR PRODUCTION/TEST FOLDER>>.
  • Select the Group WRK, the right click and select DETAIL.
  • On the parameter values window, enter the following information ( remember that the names has to coincide with the server settings on the X3 Console)
    • Parameter SERMES : enter your e-mail server name or IP address. If you don’t user an e-mail server, enter RELAY.MAILINTERNAL.COM
    • Parameter WRKRMTDIR: [install drive]:\Sage\[SolutionName]\FOLDER\[foldername].
      • Example: E:\SAGE\SAGEX3V7\FOLDERS\SEED
    • Parameter WRKRMTHTTP: <<SERVERNAME>>:<<PORT CONFIGURATION>>/sdata/x3/erp/<<FOLDER>>/$service
      • (For example: localhost:8124/sdata/x3/erp/<<FOLDER>>/$service)
    • Parameter WRKRMTMAC : <<SERVERNAME>>:<<PORT CONFIGURATION>>
      • Legacy parameter. Leave blank in v7 and above
      • For example: Same server name as above (not including http://) and the port shown in X3 Solution’s Main Processor section.
    • Parameter WRKSINTER : <<SERVERNAME>>:<<PORT CONFIGURATION>>
      • For example: Same server name and port as above (not including http://). Note: This IP address must be able to be “seen” externally from your domain.
    • Parameter WRKSINTRA : <<SERVERNAME>>:<<PORT CONFIGURATION>>
      • For example: Same server name and port as above (not including http://).

Step 3 – Click OK to close the page.

Step 4 – Click SAVE to save the changes.