Email specific addresses after proofing

Formidable Forms
6 July, 2023 14:34:12
JWProtos
Topics: 3
Messages: 8
I am trying to get an internal ordering system to get business cards for our employees (in different departments all over the country). I have followed the certificate tutorial and other how-to's but I'm not sure I can achieve what I want to do.

My plan:
1. User fills out info for the card (working)
2. e2pdf generates a pdf which can then be viewed and proofed (working)
3. I want an email button/submit button after they proof it. I want that button to be linked to specific email addresses.

- I don't want to require a user to do any steps like download it and send it to me. I'd prefer that when they click a link that means it is proofed and safe for me to send to print.

Is that possible? (It seems it is close to this feature request - https://e2pdf.com/support/desk/send-to-email-option)
7 July, 2023 01:20:12
E2Pdf
Support
Topics: 7
Messages: 3176
Hi,

There are 2 possible ways to accomplish the task:

1. Via edit functionality:

1.1 Add the possibility to edit entries to users as described here: https://formidableforms.com/knowledgebase/set-up-front-end-editing/#kb-edit-in-place with allowing to put user email + status (approved or not approved)

1.2 Create an action that will be triggered when the entry is updated and the status (some value), is set to "Approved": https://formidableforms.com/knowledgebase/set-up-front-end-editing/#kb-trigger-action-after-editing. It can be used also for creating an email action with PDF.

Or

2. Create another form, and pre-populate it: https://formidableforms.com/knowledgebase/automatically-populate-fields/#kb-pass-values-from-form-a-to-form-b, add fields as email and some hidden field default value with Entry Key from the URL as [get param="pass_entry"]:

In the 2nd form actions, you will need to create a shortcode as [e2pdf-attachment id="1" dataset="[123]"], where "1" is the Template ID connected to the 1st form and "123" is the Hidden Field ID with Entry Key value.

Keep in mind please that with the 2nd option, it's HIGHLY recommended to use the frm_validate_field_entry hook to validate that the Hidden field value has the Entry Key and was not replaced with the Entry ID: https://formidableforms.com/knowledgebase/frm_validate_field_entry/
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