I want to send mails to user when his asset gets unpublished using the OOTB feature.
So, after I configure the Day CQ Mail Service and add email ID to the user details, is there anything else that I need to do? Or will the user automatically receive the email?
You can configure a workflow launcher to run on publish with the event type "node removed". In your workflow model you are going to check if the deleted node is a dam resource and if so, the next step is to configure an email step to send an email to your preferred user. The user and his email should exist on publish. If your users exist only on the author instance, you need a custom step with some kind of publish author notification mechanism or alternativ reverse replication.
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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
Problem: Seeking approval from manager upon each google form submission, the manager need to review the details and clicking approve or reject
BUT: how can i get the hyperlink for "approve", "reject" work
Desired solution: preferable Google Apps Scripts, when respondent click approve or submit, should save the response into google sheet and send second email to second layer approval
Tried: Able to extract detail from google form, but not able to perform approval and rejection button
A possible workflow is as following:
Use the form submit trigger - either for FormApp or, optionally, for SpreadsheetApp - if the responses are automatically stored in a destination sheet
Trigger onFormSubmit a notification email to be sent to the manager
Implement into the the notification email two links - one for approval, one for rejection
Create two WebApps - one that contains a script approving the form submission, copying the form response into a google sheet and sending emails to a second level approval; the second Web App contains a script that should be run in case of rejection (e.g. a notification email to the submitter about the rejection)
Use the Web App URLs as approval and rejection links in the notification mails to the manager
I hope those instructions are clear enough and helpful to you!
I need to override the default email address set in " Day CQ Mail Service" because I need it to show different email address for workflow notification.
Based from the documentation [1] "When you receive workflow email notifications, both the from-email address and the host URL prefix are set to default values. You can change these values by configuring the Day CQ Workflow Email Notification Service in the Web Console. If you do so, it is recommended to persist the change in the repository."
[1] https://docs.adobe.com/docs/en/cq/5-6-1/administering/notification.html#Configuring the Workflow Email Notification Service
I was able to set the from-email-address in "Day CQ Workflow Email Notification Service" and verified as well the values are saved in jcr repository "/apps/system/config/com.day.cq.workflow.impl.email.EMailNotificationService.config". Even after doing so, the from-email-address that appears in the workflow email notification is still the same value set in "Day CQ Mail Service".
Any other option for me to try?
After making changes to the Day CQ Workflow Email Notification Service via the web console, have you tried bouncing the Day Communique 5 Workflow Implementation bundle? I believe the properties from the Day CQ Workflow Email Notification Service are read during the activate method when the Day Communique 5 Workflow Implementation bundle starts up.
It makes sense that the properties are being persisted in the JCR after modifying the values for the Day CQ Workflow Email Notification Service, but bouncing the Day Communique 5 Workflow Implementation should re-read the values.
I have a documents library where mainly pdf and doc are uploaded. I have also got a nintex workflow running behind this library.
The workflow sends an email notification to users every time a new document is uploaded. However it is also sending emails when a new folder is created.
Is there any way we can get nintex to NOT send emails when a folder is created.
You could put a check at the start of the workflow for content type.. If folder end wf. Or goto workflow settings and put a conditional event on create. To only start wf if content type = document
When NetSuite sends a purchase request notification email to a designated approver, is it possible for that email to contain buttons that the approver would be able to use to approve/reject the request? Alternatively, is there another way to allow the approver to approve / reject the request through email without having to log into the system?
Not that I am aware of. However, one potential solution would go something like this:
Build a Suitelet or RESTlet that performs the approval (RESTlet preferred).
Build a PHP page (or any server-side page in whatever language you want) that constructs the appropriate HTTP request for the RESTlet
Put a link to the PHP page in the email.
The user would simply see and click a link in the email, and the PHP/RESTlet would take care of the approval action.
Yes, approval or rejection is possible through email response.
You have to use NetSuite Email capture plug-in along with an workflow. In the mail sent to approver (from Workflow SendEmail action) have the following html snippet included in email body. In this example, subject included values to indicate Approval/Rejection, Transaction to act on, CurrentState of Workflow.
' &subject=Approve%20{tranid}%20FinanceApproval&body=">Click here to Approve '
Emailcapture plug-in user event gets triggered once the email is received. Event script can check the subject, perform validations and then perform necessary action on the workflow using nlapiTriggerWorkflow.
Note:
1. Use workflowactionApprove, workflowflowactionReject as button id in all the states in the workflow, so that its easier to refer in the script.
2. If additional comments needs to be captured during approval/rejection, mention in the mail sent to approver, to provide his comments in the body of the response mail. Emailcapture plug-in event can parse the mail body and update necessary fields.
thanks,
Veda.
Skalable Technologies.