Has anyone figured out a workflow to let users update a record through emails?
The idea I have in mind - a Task or Trigger sends out an email on a condition. The email has 2 links - Yes or No. If the user clicks the No link, there will be no updates to the record, or the record is updated to 'No'. On the other hand, if they click the Yes link, the record in question would be updated with the Yes value.
Trying to make it so they don't need to go into the website, go to the App, find the record, then update it after they get the email. Just a quick click from the notification email link and the record is updated.
I'm guessing I'd need some type of form to pop up on the click of the link, then some JS to update the value and click submit. Then display a success message. But, if there is an easier way that someone has already done this with, I'd love to see it.
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kpcollier
Has anyone figured out a workflow to let users update a record through emails?
The idea I have in mind - a Task or Trigger sends out an email on a condition. The email has 2 links - Yes or No. If the user clicks the No link, there will be no updates to the record, or the record is updated to 'No'. On the other hand, if they click the Yes link, the record in question would be updated with the Yes value.
Trying to make it so they don't need to go into the website, go to the App, find the record, then update it after they get the email. Just a quick click from the notification email link and the record is updated.
I'm guessing I'd need some type of form to pop up on the click of the link, then some JS to update the value and click submit. Then display a success message. But, if there is an easier way that someone has already done this with, I'd love to see it.
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