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Approval workflow

  1. reckif
    Member

    I have to following requirement: Provide a vacation form for employees.
    An employee fills in the "from date", the "to date" and the "manager name" (email from a selection list). The the manager will get an e-mail, that there is a vacation request. This should easily work as far as I understood your plugin.

    The manager then logs in and an the main page of the front end s/he will see a list (query or widget) with all to her/him "assigned" requests (entries, where his/her email adress is in the notifaction field). Q: Is there a function to produce that list?
    Clicking on a list item shows the entry (some necessary fields of the entry) - is like another form - with two buttons. "allow" or "refuse".
    This will produce one of two notifications to tell the employee that his/her request is allowed or denied. (Should also no problem with your plugin, but is possible to show a form with an already entered value?
    Then the answer (pressed button) is stored in an entry field.

    Can this be done and are there examples how to implement that in your forums?
    Or is there another approach to do this?
    best regards
    Peter (reckif@hotmail.com)

    Posted 10 years ago on Friday May 24, 2013 | Permalink
  2. David Peralty

    Gravity Forms is not designed for this. There is no way to assign entries to WordPress users, and display them on the front-end. There is no built-in way to approve/deny entries on the front end. And even if you used Admin-only fields, there is no easy way to send an e-mail based on this choice. You could do all of this with a medium amount of custom PHP coding using our hooks systems.

    Posted 10 years ago on Friday May 24, 2013 | Permalink
  3. Hi could you offer any starting point for using hooks?

    Posted 10 years ago on Sunday June 9, 2013 | Permalink