Approval workflow: How to email result (approved/denied)

  • Profile Image
    st_venice
    Asked on February 26, 2018 at 05:25 AM

    Hi, I am creating a request form for account access. Is it possible for us to indicate a particular request is resolved and send an automated email to the requestor once indicated as resolved? Thanks.

  • Profile Image
    aubreybourke
    Answered on February 26, 2018 at 09:59 AM

    Yes its possible.

    First create your form with a multiple choice field. Configure it as "Approved/Denied"

    And use the get page URL widget to hide the field unless its opened it edit mode. 

    So if the URL contains "edit" then show the field. This way it wont be visible to the customer.

    Next you setup two conditions. One to send a notification on approval, and one to send a notification when denied.

     

    Once your form is setup then it will begin to be submitted.

    When the request is resolved you need to update the form in edit mode using an edit link.

    Mark the approval field as "approved" or "denied" and submit the from again. This will send the appropriate email out.

     

    Here's detailed instructions for an approval type of workflow:

    A-General-Approach-on-Building-an-Approval-Process-Workflow

  • Profile Image
    st_venice
    Answered on February 28, 2018 at 01:43 AM
    Hi,
    Thanks for your response. I have tried the method mentioned below. But in this way, the edit mode within the portal itself wouldn’t display the approval field. Is there a way to still show the field so that it can be edited through the portal too?
    Best regards,
    Foo Si Hui Venice
    IPTV– Infrastructure Management & Assurance (IMA)
    Contact Number: +65-91181597
    Singapore Telecommunications Limited
    [Description: Description: Description: cid:image001.png@01D035AF.D0E6F410]
    ...
  • Profile Image
    Adrian
    Answered on February 28, 2018 at 07:41 AM

    The field is visible in the Submission page as well now after adding the condition below.

    1519821682enabled.png