How can I add an approve or reject button to my email notifications?

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In a recent webinar a customer asked how they might use an email notification to embed an "approve" and "reject" button such that when their client opened their email, they could make the selection right there in the email and the result would be to update the record and log the client's choice to include an audit trail of the person, the decision date and time.

You can do this with a simple Formula URL button and the following sample code:

URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&apptoken=eqfdujiwskwidvd3jphn866p&_fid_97=Approved&rid=" & [Record ID] & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?act=dr&rid=" & [Record ID])

Where in this example the key field for this project is [Record ID] and the field that is being "Approved" is fid_97. (Update these to reflect your application)

When someone presses the "Approved" button it edits the record and changes the value of field 97 with "Approved" and then redirects to display the edited record.

An example of this may be viewed in the following video:

http://screencast.com/t/MDc2ZWYxM

This is an example of the type of things we discuss daily in our 10 free and live weekly webinars.

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Comments

How do we get around them having to login first?

Submitted by Anonymous (not verified) on Wed, 01/19/2011 - 14:10.

Is there a way for them to add their signin creds via the email too? Or better yet have people approve who are not users of the application.

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