History: Profile_Execute_Actions_Homepage_Staff
Source of version: 7 (current)
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!! Manage Requests Select some option from the dropdown below the list of items, and click at __Apply__ {LISTEXECUTE()} {filter type="trackeritem"} {filter content="$profileobject:trade_approval$" field="tracker_id"} {filter content="o OR p" field="tracker_status"} {filter content="NOT " field="tracker_field_trAppApprovalDate"} {sort mode="tracker_field_trAppID_asc"} {OUTPUT(template="table")} {column field="trAppID" label="ID" mode="raw"} {column field="trAppEmail" label="Email" mode="raw"} {column field="trAppFullName" label="Full Name" mode="raw"} {column field="trAppGCPreApprovalDate" label="GC Pre-approval" mode="raw"} {column field="trAppCEOPreApprovalDate" label="CEO Pre-approval" mode="raw"} {column field="trAppYouCanTradeUntil" label="You can trade until" mode="raw"} {column field="trAppApprovalDate" label="Approval date" mode="raw"} {column field="trAppApprovalStatus" label="Approval status" mode="raw"} {tablesorter server="n" sortable="y" tsfilters="type:nofilter|type:nofilter|type:text|type:text|type:date;format:yy-mm-dd|type:date;format:yy-mm-dd|type:date;format:yy-mm-dd|type:date;format:yy-mm-dd|type:dropdown" tscolselect="critical|critical|4|6|6|2|6|5"} {OUTPUT} {FORMAT(name="trAppID")}{display name="tracker_field_trAppID" format="objectlink" default=""}{FORMAT} {FORMAT(name="trAppEmail")}{display name="tracker_field_trAppEmail" default=""}{FORMAT} {FORMAT(name="trAppFullName")}{display name="tracker_field_trAppFullName" default=""}{FORMAT} {FORMAT(name="trAppGCPreApprovalDate")}{display name="tracker_field_trAppGCPreApprovalDate" format="datetime" default=""}{FORMAT} {FORMAT(name="trAppCEOPreApprovalDate")}{display name="tracker_field_trAppCEOPreApprovalDate" format="datetime" default=""}{FORMAT} {FORMAT(name="trAppYouCanTradeUntil")}{display name="tracker_field_trAppYouCanTradeUntil" format="datetime" default=""}{FORMAT} {FORMAT(name="trAppApprovalDate")}{display name="tracker_field_trAppApprovalDate" format="datetime" default=""}{FORMAT} {FORMAT(name="trAppApprovalStatus")}{display name="tracker_field_trAppApprovalStatus" format="trackerrender" default=""}{FORMAT} {ALTERNATE()}{TR()}There are no requests pending your processing.{TR}{ALTERNATE} {ACTION(name="Set as APPROVED + send email + close item status" group="Registered")} {step action="tracker_item_modify" field="trAppApprovalStatus" value="2"} {step action="change_status" from="p" to="c"} {step action="email" subject="Request Approved" content_field="email_content_approved" to_field="tracker_field_trAppEmail"} {step action="email" subject="Request Approved" content_field="email_content_cs_approved" to="info@example.com"} {ACTION} {ACTION(name="Test Report Management Department (fake email) about approved requests" group="Registered")} {step action="email" subject="Request Approved" content_field="email_content_cs_approved" to="info@example.com"} {ACTION} {ACTION(name="Set as DENIED + send email + close item from pending status" group="Registered")} {step action="tracker_item_modify" field="trAppApprovalStatus" value="3"} {step action="change_status" from="p" to="c"} {step action="email" subject="Request Denied" content_field="email_content_denied" to_field="tracker_field_trAppEmail"} {ACTION} {ACTION(name="Set as DENIED + send email + close item from open status" group="Registered")} {step action="tracker_item_modify" field="trAppApprovalStatus" value="3"} {step action="change_status" from="o" to="c"} {step action="email" subject="Request Denied" content_field="email_content_denied" to_field="tracker_field_trAppEmail"} {ACTION} {FORMAT(name="email_content_approved")} Dear {display name="tracker_field_trAppFullName" format="trackerrender"} Your request (internal Id #{display name="tracker_field_trAppID"}, submitted on {display name="creation_date" format="datetime"}) has been approved. You can proceed until: {display name="tracker_field_trAppYouCanTradeUntil" format="datetime" default=""}. Yours sincerely, -- ACME Ltd. Platform to Request XXX http://example.com {FORMAT} {FORMAT(name="email_content_denied")} Dear {display name="tracker_field_trAppFullName" format="trackerrender"} Your request submitted on {display name="creation_date" format="datetime"} is not approved. Please contact acme@example.com for more information. Yours sincerely, -- ACME Ltd. Platform to Request XXX http://example.com {FORMAT} {FORMAT(name="email_content_cs_approved")} Dear Management Department, Please find below the details from who has been approved a request in ACME Ltd.: {FANCYTABLE(head="Name of Employee (Employee ID) | Request Date | Approval Date | Last Exercise Date")} {display name="tracker_field_trAppFullName" format="trackerrender"} | {display name="creation_date" format="date"} | {display name="tracker_field_trAppApprovalDate" format="date" default=""} | {display name="tracker_field_trAppYouCanTradeUntil" format="datetime" default=""} {FANCYTABLE} ''Please note that Last Window Open Date is {display name="tracker_field_trAppTradingPeriodEndDate" format="raw" default=""}'' If you have any questions, please contact acme@example.com . Yours sincerely, -- ACME Ltd. Platform to Request XXX http://example.com {FORMAT} {LISTEXECUTE}