This is not an urgent request, but all opinions/suggestions are welcome.
I’m working on a fairly simple project/task management app. As a task progresses, its status gets updated. There are various parts in the workflow where we would want to get approval for the task before it progresses further.
Ideally, I would like to generate an email that contains a unique URL. The recipient can approve the task simply by clicking the link without requiring a login. The link should also be obfuscated so it’s not easy to guess. When the URL is clicked, the status of the task should be updated to the next value in the option set of status choices.
clicking that URL will change Task 2020’s project status to “ready to launch”.
My backup plan is simply to create a page that lists all items needing approval and allow the logged in user to update the status. However, a “by clicking this link” approach would be simpler for the approver.
I believe this should do exactly what you’re looking for. You’ll need to tweak it a bit but if you look through the pages and elements here you can see everything that is happening. If something isn’t working correctly or you need help, please feel free to message me.
Not a problem. It’s a quick simple version I’ve thrown together so if it isn’t working as intended just message me and I’d be more than happy to fix it for you.
If you want the user to click a URL inside of an email that is unique and not easy to guess which automatically will update the status of a task without directing the user to the page in their browser, I am not sure that is possible, but may be if you have a button that is designed using workflows to schedule the tasks status to change.
I am not sure if there are ways to have elements sent in an email to have workflows attached or not.
However, you could create a page in your app that is dedicated to updating the status of tasks.
maybe name it ‘task-update’…then you could send the user an email with the URL of your app, plus the page name and the tasks unique id as @tanqinta mentioned (this unique id will obfuscate for you). — check out the forum for creating ‘clean URLs’ and this video on how to send the correct information to that page based on the data type info such as unique id.
Then what you could do on your workflows is create them to run on page load to set the status of that task. So by the time the page is loaded the task is updated and you could have a message indicating to the user that the task has been updated successfully.
This may make it all seem a bit more ‘automatic’ and fluid for the user, so that they don’t need to do anything once brought to the page.
I personally would however also create in their dashboard a page like what @lockymadera had suggested, so that users could update status on their own as well. Then you could just utilize the email tactic if the status has not been changed after a period of time like 2 or 3 days.
