We've got a Microsoft Forms page which asks users a handful of screening questions.
Depending on a user's responses, they may become ineligible to proceed to the next stage of our process, which includes a Microsoft Bookings appointment. We must keep that Bookings URL secret from folks who are ineligible.
Any thoughts on how we can use Forms' branching logic to route ineligible users to a completely different outcome?
Related
I am trying to build a simple web form that would ideally sit on a WordPress page to allow the subscribers on our platform to change or update their subscriptions, without having to ask our support team (currently they can only cancel, but we want to offer them the option to upgrade).
We use Recurly to manage our billing, and their support team said:
'You would essentially want to build a form that will input values into the Subscription Update API request, that would then be sent to Recurly to make the changes on your customer account.'
They also shared the following document: https://dev.recurly.com/docs/update-subscription
I have limited experience of working with APIs and am also aware that because this form deals with sensitive information (the user ID of a subscriber in this case), I don't want to inadvertently jeopardise the accounts of the subscribers that choose to do this.
Any help would be much appreciated. I have tried searching for a solution but am unsure how to word my request effectively.
It sounds like using the Recurly Hosted UI might be your best bet. Instead of having to build a a web form you can just redirect your customer to the Recurly Hosted UI on a button click. You can retrieve and redirect the url using the Recurly API on your Wordpress site using some simple PHP and then that allows the customer to view invoices, change their plan (if you allow), and change CC information.
I'm looking for suggestions for a tool/platform that can help in capturing form and file attachment data from external sales agents. I currently use Google Forms and a plugin to enable sending email notifications to specific contacts, but the hope is to create something more advanced where people providing the data can login to submit data and make updates to the records. The platform should also enable approval workflows with email notifications to ensure the incoming data meets requirements.
Here is a description of the desired process:
Agent logs in to the platform
Agent submits data (and optional file attachments) into the system using a form
Upon submission, the system triggers a review task and sends an email notification to a reviewer
If the reviewer deems the information invalid/incomplete, they will
reject it, with comment, and the system will
automatically send the information back to the agent while copying
their manager. Record status will be updated automatically.
If the reviewer deems the information invalid, they will approve it, with or without
comment, and the system will automatically send the information back to the agent while copying
their manager and project administrator. Record status will be updated automatically.
Additional requirements:
Contacts for email notifications will vary by agent and they should be determined by identification items on the user/agent profile
Agents need to be able to update records but a new review task will be triggered once an update is submitted
The system should have functionality for searching the record fields
An agent should see their own data and data submitted by others in the same agency, but not the data submitted by agents outside their agency
I should be able to see the full list of submissions and version history of the records
Approximate scale: 100-150 agencies, 1000-1500 agents
So far, I've thought of using a list within SharePoint Online combined with Microsoft Flow, but I'm not sure it would enable all the desired functionality. I'd be interested in your thoughts about that setup as well as others that you think could work and/or have found successful. Even if your solution does not tick all the boxes, I'd be interested to know about it.
Thanks a lot for your help!
JP
According to facebook platform policy, we cannot send promotiona via page_message_subscription, however in the case that user intend to receive message regarding update in promotion for example in an subscribe to flash-deal. Can I send a news that there's a promotion updated and let user click to view the promotion (using normal page_messaging permission)
The documentation for pages_messaging_subscriptions clearly states what are the allowed cases where you can send subscription messages:
Reference
Eligible use cases include: News: Bots whose
primary purpose is to inform people about recent or important events
or information in categories such as sports, finance, business, real
estate, weather, traffic, politics, and entertainment. Productivity:
Bots whose primary purpose is to enable people to manage their
personal productivity with tasks such as managing calendar events,
receiving reminders, and paying bills. Personal trackers: Bots that
enable people to receive and monitor information about themselves in
categories such as fitness, health, wellness, and finance.
When you apply for approval Facebook are saying you have to specify in which of these use cases your app falls into. I don't see how you can place frequent promotional updates in any of these.
No promotional content can be sent with subscription messaging. Subscription messaging is only intended for specific use cases and, at time of submission, businesses will need to indicate which use case their experience falls under.
I hope this helps. You can always comment on their blog post and hope to get a better reply.
I have reviewed all the past questions as well as scoured google results, but I can't find a good answer to this.
In our MS Dynamics CRM 2016 Cloud implementation, we have added email notifications to the owner of a Lead, or Opportunity, based on certain events. Sometimes the owner is a Team, and in those cases, we want to avoid sending to the team (it causes the workflow to get stuck in "waiting for retry based on error").
I added a qualification to all the workflows to say: If OwningUser.PrimaryEmail Contains Data ...
My theory was that if a user were associated with the Owner field, this would pass (all of our users have primary emails except service accounts), and if a team were associated, it would fail. However, that is not happening - it is still trying to send the email and failing.
I was concerned that it could be an issue if no user were assigned and the system tried to reference a null value.
However, I can't see another way to do this and no one I've talked to seems to know either.
Try adding a condition like this. This should hopefully tell you if the owner is populated with a team record, if not then you are safe to send the email.
I need to create a multilevel Approval Workflow for following scenario:
Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
Manager Approves the workflow.
If Amount is < $5000, email goes to Employee as approved.
If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
Create a list with the following columns
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
Hide column c & d using JavaScript when user enter the value
a Create a workflow in item created for sending mail to manager
Show the column c using JavaScript or the manager
Create another workflow for send mail to final approval on item edited event after checking following conditions
a. Amount >5000
b. Mgrapproval (c) status is approved
Show the column d using JavaScript for the final approval
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
I would do the following:
Create a list with your approval items in it
Create an approval request as you have done
Check whether the amount >= 5000
If it is ask for approval from the VP and CEO (follow the same steps as you do for step 1 but this time using VP and CEO prefixes for your variables and collection tasks).
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.