History: Profile_Execute_Actions_Homepage_Staff

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Source of version: 7 (current)

!! 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}

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History: Profile_Execute_Actions_Homepage_Staff

Source of version: 7 (current)

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History: Profile_Execute_Actions_Homepage_Staff

Source of version: 7 (current)

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