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Upgrade requiring further information and then placed in approval queue

2 weeks 1 day ago #339975 by wintercorn
Client has a peculiar workflow for upgrades. Member has to submit supporting information to justify the upgrade and pay the difference. Then they go in to the approval queue for manual approval.

Is this possible?

Thanks

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  • krileon
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2 weeks 1 day ago #339976 by krileon
Only way I can think of to do that is just have the fields for supplying that additional information in profile edit. Once the user fills them out send a notification to moderators to review the profile using CB Auto Actions. Next have a checkbox field only available to moderators and if that field is checked allow access to your plan using conditions on that plan against that checkbox. You can also send a notification to the user when moderators check the checkbox as well using CB Auto Actions.


Kyle (Krileon)
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