Is there a way to request permission for a new record via email notification?

  • 0
  • 1
  • Question
  • Updated 3 years ago
  • Answered

I would like to create a notification that will alert a manager and request approval to create the record each time that an attempt to create a new record occurs. The manager will see the request via email, and be able to approve or deny that particular record.

Photo of John


  • 0 Points

Posted 3 years ago

  • 0
  • 1
I suggest that you set up a eorkflow where the user DOES in fact create the record, but the status of the record would be Waiting Approval.

Then the manager could be set to receive a Notification and they can edit the status to Approve or Reject by updating the status field.  

The regular users would be set by a form rule to not be able to edit the status field and he initial default value of the status field would be Waiting Approval.