Acceptance, rejection as a link in the email

[Enju]

Hello,
Is it possible to implement a scenario using BPM in which, after creating Opportunity, an e-mail is sent to the assigned person with an acceptance and rejection link? After clicking in mail, the status of the Sales Opportunity changes.
I will be grateful for any tips

[rabii]

hey Enju

It is possible, i have implemented such design before. see this in the documentation it explains how you can do it https://docs.espocrm.com/administrat...tracking-urls/

If you still need help let me know

Thanks

[Enju]

Thank you rabii for informations.

I'm doing something wrong. I can't find where.

1. I created a Tracking Url: {trackingUrl:642bfeb1c43995d6a}
2. I created Signal Intermediate Event (Catching) clickUrl.Opportunity.{$id}.642bfeb1c43995d6a
3. I receives an email with a link, but after clicking on it, BPM does not go further

[rabii]

Look you need to use Unique URL as stated here https://docs.espocrm.com/administrat...ls/#unique-url

1- First you need to create two url under campaign > Tracking Urls (create two tracking urls: accept / reject) e.g (accept
{trackingUrl:650ad9db33f3e8a62}) and ( reject {trackingUrl:650ad9ff0e113c5e5} )


2- Then go to the template that you use to send email and insert the tracking url into the link url (href) like this => accept link {trackingUrl:650ad9db33f3e8a62.{$$accept}} and reject
link {trackingUrl:650ad9ff0e113c5e5.{$$reject}}

here is what the email template should look like:

<p>Hi {Person.name},</p>
<p>Here is a new opportunity generated, please use the two links below to accept or reject it:</p>
<p><a href="{trackingUrl:650ad9db33f3e8a62.{$$accept}}" target="_blank">Accept</a>&nbsp;&nbsp;<a href="{trackingUrl:650ad9ff0e113c5e5.{$$reject}}" target="_blank">Reject</a><br /></p>
<p>Thanks you.&nbsp;</p> 

3- see flowchart attached. the first script task (you need to generate an id for accept and reject variables as below)

$accept = util\generateId();
$reject = util\generateId();​ 

4- in the Signal Intermediate Event (Catching) for both accept and reject you need to do as below

For accept in signal paste in clickUniqueUrl.{$$accept}
For reject in signal paste in clickUniqueUrl.{$$reject}


That should work, unfortunately i can't upload excel file here otherwise i could send you a csv for the flowchat and you can just change the template etc.

[Enju]

Thank you rabii now it works!

[rabii]

you are welcome