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change state from an email notification

I've got a workflow rule that sends out an email to the requester of a Request case when that Request's State is changed to 'Active: Released'. I'd like to include a link in that email that allows the recipient to change the state of the Request to 'Completed'. How would I do that?

Alan Caplan Answered

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Hi Alan,

 

 

You can attached a hyperlink to the request by using the GetHyperLink(CurrentObject()). The user would be able to click on the request and change the state in the UI. 

Please let me know if that worked out for you.

 

Good luck!

Tamir

Tamir Avital 0 votes
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Tamir, I'm actually already doing exactly what you state -- I'm hoping to find a one-click solution. Thanks though!

Alan Caplan 0 votes
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Hi Alan,

 

You can create a custom action (CA) to change the state and call it from the email. Those are the high-level steps:

1. Create new CA on the Request Object - (e.g. CA Name: Complete Request).

2. Update field='Complete'

3. You can check the box of "internal" to make it unavailable in the UI (it's under Advanced).

4. Change the link in the email to GetCustomActionURL('Complete Request'),GetRunTimeParameter(CurrentObject()))

 

Good luck!

Tamir

Tamir Avital 0 votes
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Okay... now what am I doing wrong -- I've built and activated the custom action (easy) and I'm building the URL as follows:

<a href="GetCustomActionURL('mark as complete'),GetRunTimeParameter(CurrentObject())">Mark as Complete</a>

and getting the following returned in my email:

applewebdata://EEE739BD-67E5-4510-982C-441F98AF8317/GetCustomActionURL('mark%20as%20complete'),GetRunTimeParameter(CurrentObject())

Alan Caplan 0 votes
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Hi Alan,

 

The reason for the error is because Clarizen didn't try to interpret the piece of code I gave you is Clarizen code. When you are sending an email via Clarizen, it will read the text that you put there as HTML (this is why you can use HTML tags like <a>). However, when you want a specific piece will be "compiled" as Clarizen code you need to tell the workflow engine to do that. The way you do that is by using curly bracket ({}) on the piece you want to be regarded as Clarizen code. In your case it should be:

<a href="{GetCustomActionURL('mark as complete'),GetRunTimeParameter(CurrentObject())}">Mark as Complete</a>

What Clarizen will do is interpret the GetCustomActionURL function first and this will generate the URL.

 

Please let me know if it makes sense.

 

Good luck!

Tamir

Tamir Avital 0 votes
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Tamir, that's what I thought the braces were for, and I had tried the code exactly as you note below, but it gives me a syntax error on the comma after GetCustomActionURL('mark as complete')  "Error: Invalid input found: ','" So I tried what I showed you in the previous post. So I guess my question is about the syntax error at this point. Even better, is there a  document that outlines syntax and usage in Clarizen? All I can find is definitions of functions and such.

Alan Caplan 0 votes
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Tamir, i figured it out -- {HyperLink(GetCustomActionUrl('mark as complete',GetRunTimeParameter(CurrentObject()),'Mark Complete'))}

There was a misplaced parenthesis. My question about syntax documentation stands.

-A

Alan Caplan 0 votes
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Hi Alan,

 

Great news!

Regarding the documentation, we are currently working on new documentation and training material for our configuration engine. It will be posted on our success site once it is ready.

 

Regards,
Tamir

Tamir Avital 0 votes
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