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Click Action in notification email sent to user

Gravity Support Forums » Plugin Support » Gravity Forms

  1. pffmihai
    Member

    Hello,

    I love the GF plugin and I want to say kudos for all the work you guys put into this great plugin.

    I have a question to which I wasn't able to find an answer when searching the support forums or the web.

    As an admin on a wordpress site, I want to be able to fill a form that will send an email to a client (it's some sort of invoice summary). The client gets the form content I submitted and must click on a link to confirm that the invoice summary is accurate.

    I know i can save the form contents into custom post types called "invoices". I need them to have different status. Confirm, pending etc.

    To be more specific.. the client must click on a link in the email received (invoice summary) and trigger the "confirm" status for the custom post type "invoice".

    Is there any way to do this is with gravity forms.. maybe with parameters in url?

    I know it's not easy to accomplish.. I have some knowledge about gravity forms, custom post types etc but I need some starting points.

    Thank you in advance for any suggestions.
    Mihai

    Posted 11 years ago on Friday March 22, 2013 | Permalink

  2. David Peralty

    No, you wouldn't be able to do this with Gravity Forms alone. You could, using some intermediate level PHP create a script to help do this (update a record or custom post value), but that isn't something we could create for you here.

    Posted 11 years ago on Friday March 22, 2013 | Permalink

  3. pffmihai
    Member

    Thank you David for your reply.

    I'm not asking for someone else to provide me a complete solution.

    I need to know if the user clicks on a link in the notification email eg:
    mydomain.com/?custom_parameter=valueX
    Can I pass that valueX to a second page of the original form and update the record previously submited as a custom post type?

    Do you have any advice on what to google to help me succeed in my task?

    Thank you again for any info.

    Kind regards,
    Mihai

    Posted 11 years ago on Friday March 22, 2013 | Permalink

  4. Chris Hajer
    Key Master

    You won't be able to submit the second page of a form like that. The form is submitted completely the first time, so there is no coming back later to complete the form submission.

    You may have better luck updating the post status using an email click. At that point, you will be updating the post though, not the form entry. It sounded like that was OK with you when you stated custom post types called "invoices". I need them to have different status. Confirm, pending etc.

    I'm not sure how you can extend the default WordPress post statuses though, beyond draft, pending, future or published. If you know how to do that, there is probably a way to have a page template on your site to process these email clicks to change the post status when accessed. Or you could add a meta value of "confirmed" or "pending" with a meta key of "status" maybe.

    Posted 11 years ago on Sunday March 24, 2013 | Permalink

  5. pffmihai
    Member

    Hi Chris,

    Actually that's exactly my plan now. To have a meta key "status" that will hold the draft/pending/confirmed values for each of the custom post.

    My plan is also updating the value for that meta key using the parameters in the URL and some code snippets in functions.php of that wp theme.

    I've already figured those out, but I have another GF related question posted separately.

    Thank you again for your efforts, guys!

    Mihai

    Posted 11 years ago on Sunday March 24, 2013 | Permalink

  6. Chris Hajer
    Key Master

    I'll close this ticket then and focus on your other issue.

    Posted 11 years ago on Monday March 25, 2013 | Permalink

This topic has been resolved and has been closed to new replies.