Matthew Snell Posted February 25, 2022 Share Posted February 25, 2022 Hi Everyone, I am creating a leave of absence portal for our staff in the school The staff member logs the request using a frog form and can then see their requests using the data viewer. There is a hidden field on the form for approval/reject of the request. Our business manager then has access to another data viewer in which he can change that hidden field to approved/rejected. I then need to send an email when that field is changed to the requester, and the line manager of the member of staff. Does anyone know how to do this bit as I've got stuck at it. @Graham Quince Link to comment Share on other sites More sharing options...
Graham Quince Posted February 25, 2022 Share Posted February 25, 2022 Hi @Matthew Snell, I think if you put on the form User fields for Staff and Line Manager, you should be able to check the box to say "Send an email to the selected user". When the business manager updates the form, it will email them. Link to comment Share on other sites More sharing options...
Matthew Snell Posted February 25, 2022 Author Share Posted February 25, 2022 @Graham Quince will that send an email to the line manager when the form is submitted. Only the business manager should see the reason when the form is submitted. On the returning email, the line manager just needs to receive the requester name, dates, and approval status. We need to remove the Notes / Reasons part as the line manager shouldn't see this. Link to comment Share on other sites More sharing options...
Graham Quince Posted February 25, 2022 Share Posted February 25, 2022 Hi @Matthew Snell - I just used a screenshot from the Academy's HR portal. All the contents of the second form will email the line manager. If you have notes you don't want them to see, it might be better if the Business Manager updates the original form. Can you post screenshots of both forms, it might help to better answer your question. Link to comment Share on other sites More sharing options...
Matthew Snell Posted February 25, 2022 Author Share Posted February 25, 2022 @Graham Quince i cant see your second form, only the one staff see Link to comment Share on other sites More sharing options...
Matthew Snell Posted February 25, 2022 Author Share Posted February 25, 2022 my staff form is nearly the same as yours Link to comment Share on other sites More sharing options...
Graham Quince Posted February 25, 2022 Share Posted February 25, 2022 My mistake - when you said second data viewer, I took that to mean a second form. Unfortunately, I don't think there's any way to restrict the line manager's view so they don't see the hidden fields. Maybe you could implement a different workflow? If you did have a second form, the business manager could record the approved leave into that - which would email the line manager. I'll ask some other schools what they do. Anyone else reading this, feel free to chime in Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now