1 Reply Latest reply on Jun 23, 2016 2:20 PM by karina

    Click in link in email - send event to Filemaker

    madmike6537

      Hi All,

       

      Looking for some input on a request I have for our solution.

       

      I have been tasked with sending out emails for approval on invoices. Thats no problem, but they would like the email to have an approval link in it that could be clicked on to "approve" or "deny" invoices.

       

      Sending out the email of course is no issue, but I am drawing a blank on ideas for how to accomplish the link to approve. I could potentially use a web direct link and require them to sign in. Not sure how I would go about sending them straight to that layout and record specifically for this case though.

       

      Any thoughts on this from the community?

       

      Thanks!

        • 1. Re: Click in link in email - send event to Filemaker
          karina

          We recently developed a invoice approval module.

          We attached a snapshot and a pdf in the mail, the snapshot goes to a layout with a approve or disapprove button.

          The invoice (pdf) is also visible on that layout, and they can also add notes.

           

          If not all the users have FileMaker Pro you can use webdirect link with a UUID and create a separate webdirect file (for security reasons) for the invoice approval with settings to auto login (setting file options)