Discussions

Expand all | Collapse all

How do you create an approve and reject button within Email Notifications?

  • 1.  How do you create an approve and reject button within Email Notifications?

    Posted 06-09-2014 19:12


  • 2.  RE: How do you create an approve and reject button within Email Notifications?

    Posted 06-09-2014 20:10
    Can you explain what you are wanting the Approve and the reject Button to do.  What is the field ID# of the field to be updated and what are the respective values for the field.  Then what do you want to happen after the button is clicked in terms of refreshing a report or a record back to the user.  Is there a report to be updated  and redisplayed of records still needing to be approved?


  • 3.  RE: How do you create an approve and reject button within Email Notifications?

    Posted 06-27-2014 18:15
    Hi Christopher,

    We have a great Knowledge Base article exactly on this topic here:

    http://quickbase.intuit.com/developer/knowledge-base/how-can-i-add-approve-or-reject-button-my-email...


    I hope this helps!


  • 4.  RE: How do you create an approve and reject button within Email Notifications?

    Posted 08-01-2017 20:45
    I have followed the instructions in the article and have been able to successfully create an "Approve" button.  

    My "Reject" button has slightly different requirements.  If a user clicks the "Reject" button, it should populate the "Approvals" field with "Rejected", and require the user to fill in "Rejection Comments" before saving the form.  The button has the issue that the form is saved as "Rejected", before the user can submit comments. 

    Is there a way to require "Rejection Comments", before the form is saved, when the "Reject" button is clicked?

    Thank you!




  • 5.  RE: How do you create an approve and reject button within Email Notifications?

    Posted 08-01-2017 21:36
    I think the best that you will be able to do is to throw the user into edit mode on the record and leave them to choose to reject it manually and then the formula will fire to require the reason.


  • 6.  RE: How do you create an approve and reject button within Email Notifications?

    Posted 08-08-2017 13:04
    I have another followup to this. If a user initially approves the file, then goes back in and decides to reject, the "Waiting on Approval From" field does not show that user because they have initially approved it. Is there any way to change this logic?  

    Also, lets say a user rejects a file.  A new revision of the file is uploaded. Is there a way to reset the approval process?  
    I'm thinking my solution/work around would maybe be another new set of approval fields, ie Document Approval Rev 1, Document Approval Rev 2, Document Approval Rev 3. 


    Thank you!


  • 7.  RE: How do you create an approve and reject button within Email Notifications?

    Posted 08-08-2017 13:58
    Think I found a solution. Will post reply shortly.