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Approval Module/ site
#2
Hi John,

Thanks for the post.

Quote:Unfortunately they felt (and my sales team has no choice but to agree with) that the interface is clunky and doesn't address deleted submissions in regards to keeping them for demographic purposes. They want simple and automatic, and me being the lowly IT guy, has to comply.

haha sure, no problem.

You are, of course, welcome to customize the code however you see fit. Of course, the drawback is that it will prevent you from safely upgrading when new versions come out. So a better approach would be to write a module or just find a workaround from within the interface.

Quote:**EDIT** I now see that I can sort the clients view by data type in a specific field. So only if it shows a 0 in that field will it display. Once he clicks the button for approved it would change it to a 1 and no longer be on his list. We could then ship to anything with a 1 in it. If he clicks disapprove (or NO) it would change it to a 2.

Exactly! To do this with Form Tools, you can't currently add in "Approve"/"Reject" buttons like that,but you can do something very similar: just add a new form field (in Form Tools only) called "Status" or something, which is a radio buttons field with two values: "Approve" / "Reject".

Then assign that field to the very top of the View that the client sees. Finally, add a "Standard Filter" to the View that says: Show all results where Status != "Reject".

Then, as soon as the client clicks "Reject" and updates the submission, it will disappear from their list, and effectively be archived. It's basically exactly like the example here: "Only letting clients view 'reviewed' submissions". Same idea!
http://docs.formtools.org/userdoc/?page=...s_examples

Good luck with it! Smile

- Ben
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Messages In This Thread
Approval Module/ site - by johnthetech - Mar 9th, 2011, 12:25 PM
RE: Approval Module/ site - by Ben - Mar 9th, 2011, 9:47 PM
RE: Approval Module/ site - by johnthetech - Mar 10th, 2011, 4:39 PM

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