Approve a report directly from the notification email (using an Approval button)

AppSheet AppSheet Q&A
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1

Hello!

I work on an app where the Manager of the user should be able to approve the user’s report from the the notification email. I’ve created the automation to send email with attachment, and also some actions; I found an example of an app which is what I need, I modified the html from the email body (it is used appsheet api), so I made the button for approval, but I don’t know how to make the action working in this button. What I mean is when the Manager click on my button, the Status change in my table. I need to change the status in the same table used by user.

To be more clear, the user creates a new report, data are saved in a table “pv”, the report has a status “Pending”, and when user saves the report (in that form), the mail sent to manager should have an “Approval” button and the Manager should only click the button to approve or reject; the mail has a pdf. file attached and data about the report.

Could someone help me on this subject? I need some advice how to create this validation flow.

Thank you for your help!

Regards!

Ruxandra

2

Hey,

here is a step by step guide on this subject:
https://support.google.com/appsheet/answer/11511240?hl=en

Cheers

1 Like
3

Hello!

Thank you for your answer.

I’ve read the doc, I’ve made a little test; the problem is I have some images fields in my form and Embedded view email doesn’t accept this kind of view. I received an error message when I wanted to create in my automation “embedded emails”.

I’ve made another test: I created a slice on my table, without images and I created another view for approval, based on this slice. I alse created in the same automation another task with embedded email, in order to send the email to Manager for approval, but the email shows the static version of an embedded app view. And in my automation, if I click on “preview body email”, I see another record alreadey saved in my table, not the new one.

Could you tell me what happens?

Thank you!

Regards!

Ruxandra