Submission Received Mail Merge

Last updated 29/01/2024

The Submission Received mail merge is the mail merge sent to the Finance department when the Save button is clicked on the Submissions form.

The

DoAddSubmissionAttachments()

needs to be attached to the Do Merge Record event on the Submission Received mail merge and will merge the attached documents on the Submissions form with the mail merge when the Submissions form is submitted.

Two links are available in the Submission Received mail merge, either to approve or reject the submission. These links are created manually using the

variable

property on the

Five

object, and they will access an external URL called approval which will take the SubmissionKey and Status fields as parameters to know the updated status of the submission.

Navigate to Mail Merges

1. Click Tasks in the menu.

2. Click Mail Merges in the sub-menu.

Figure 1 - Mail Merges

Add the Submission Received Mail Merge

1. Click the Add Item button.

2. Type Submission Received in the Title field.

info

You do not need to select a data source because we are using code to call the mail merge.

3. Optional: Type Public in the SMTP From Name field.

4. Optional: Type the sender's email in the SMTP From Email field.

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The SMTP From Name and SMTP From Email fields are optional. If you do not fill in these fields, the values in the SMTP From Name and SMTP From Email fields on the Instance form will be used.

5. Type Submission Received in the Subject Text field.

Figure 2 - Add the Submission Received mail merge

6. Click in the Merge Text field.

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The editor to create your mail merge template will open when you click in the Merge Text field.

Figure 3 - Merge Text field

7. In the editor type the following:

Hi Finance Department,

You have received a submission.

You can approve or reject the request by clicking the links below.

tip

You can design the Submission Received mail merge template however you would like!

8. Click the Change Mode button.

Figure 4 - Change Mode button

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The HTML side of the editor enables you to add elements without restriction, we will use this side to add the approve and reject links using the

variable

property on the

Five

object.

9. Click the Copy button on the code block below.

Approve and Reject Links

<div>
    <span style="font-size: 16px;">
        <br>
        <a href="{{five.variable.homepage}}url/approval?SubmissionKey={{five.variable.SubmissionKey}}&amp;RequestStatus=A"><strong>Approve the request</strong></a>
        &nbsp; &nbsp; &nbsp; &nbsp;/&nbsp; &nbsp; &nbsp;&nbsp;
        <a href="{{five.variable.homepage}}url/approval?SubmissionKey={{five.variable.SubmissionKey}}&amp;RequestStatus=R"><strong>Reject the request</strong></a>&nbsp;
    </span>
</div>