how to perform step by step notification upon form submission

rongame

Member
guys

this is what i need.

i have a form that end users will encode data but needs approval after submission. a notification will be sent to three(3) different groups about the progress of the approval

here are the three(3) groups that will approve at a particular order after form submit. off course after submission of the encoder or end user an email or notification will be sent to the groups about the progress

upon submission a notification will be sent to the groups below

1st approver is the "team leader" once he has approved/disapprove the form a notification will be sent to the encoder and the two other groups that will approved the form.

next is the "supervisor", upon approval of the team leader he will be notified that it is his turn to approve/disappove;also the last approver will be notified that the supervisor is approving the form.

manager = is the last approver, again after being notified that it is his turn to approve the form he will offcourse approve it and upon approval / dissapprove a notification shall be sent to the user and the other approvers

thanks guys
 
hi
so you would create 3 radio elements with yes/no values (or use a yes/no element) for each of the 3 user group confirmations.
Say they have full element names of:

* approvals__teamleader_ok
* approvals___supervisor_ok
* approvals___manager_ok

You might, depending on your requirements, want to make those element accessible / visible only to their corresponding user group.

You would then add 3 email form plugins to the form, each set to run on new and on edit.

They key here is the email plugin's condition field. If used, this must be PHP which will 'return true', for the email to be sent. So say you are creating and email to send to the teamleader, you would want to check that no approval had been given, so enter into the condition field

Code:
return ('{approvals___teamleader_ok_raw'} ==0 && '{approvals___supervisor_ok_raw'} ==0  && '{approvals___manager_ok_raw'} ==0 );

The supervisor email would be send only if the team leader had ok'd the record, so his condition would be:

Code:
return ('{approvals___teamleader_ok_raw'} ==1 && '{approvals___supervisor_ok_raw'} ==0  && '{approvals___manager_ok_raw'} ==0 );

Finally the manager email is sent when only he has not approved the record:

Code:
return ('{approvals___teamleader_ok_raw'} ==1 && '{approvals___supervisor_ok_raw'} ==1  && '{approvals___manager_ok_raw'} ==0 );
 
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