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Consider the following Country Club Membership application workflow:
In this scenario, the Chairman of the Board is not informed about the applicant until all of the office tasks have been completed. This could delay the process for some time. The Country Club wanted to improve the process by sending the Chairman of the board an email with the relevant documents (application, letters of recommendation, photo) attached after the step in the workflow where the applicant completes the application. The Email tab can be configured to send an email to the Chairman of the Board when the applicant submits the Candidate step (Step2) of the workflow. The application, required letters of recommendation and photo are attached to the email. Now the Chairman of the Board can review the application and relevant documents ( letters of recommendation, photo) without having to wait for the office to complete the final processing step. |
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- Clicking on the step of the workflow, then click the Edit Step Properties icon then click on the Web Hook tab.
- You will not see a section for this tab in the PropertiesNavigator Properties Navigator.
- Slide the toggle to the right to turn on the Post to Web Hook feature.
- Click the down arrow to select control and built-in form/workflow templates in the URL.
- Select the type of attachments, if any.
- Remember to click Submit to save your changes.
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Activity Document Action Behavior for Failed PostIf the HTTP POST returns a status code 422 and an error message, frevvo interprets this code to mean that the activity in question should be re-run. For workflow steps, this means that the form for the workflow step is re-rendered. If you want to display a message to the user when the post fails,
For example, Let's say you have a fields on the last step of a workflow step to collect a credit card number and the expiration date. The user fills in the information then clicks Finish. There is a Post Submission to a web app configured on this step.
If the web app returns a status code of 422 and some type of error message, the workflow step will be re-rendered. The message informing the user to check the information and resubmit displays. The workflow step will continue to be re-displayed until the post returns an Ok status (HTTP 200).
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