Approve Vendor Portal Contact Change - Workflow Event Handler

Use this event handler to notify an CloudSuite Industrial vendor service representative when a Vendor Portal user requests a contact change on the Company Profile page. The message prompts for a Yes/No response to approve the change. If the response is Yes, the event handler makes the change to the CloudSuite Industrial database and sends an approval notification to the portal user. If the response is No, the event handler does not make the change and sends a rejection notification to the portal user.

The prompt notification is sent to the CloudSuite Industrial Inbox form and is optionally also e-mailed to the CloudSuite Industrial vendor service representative. The approval/rejection notification is sent to the portal user's Inbox page on the portal and is also optionally e-mailed to the portal user.

Notification Text

This is the text of the approval prompt notification that is sent to the CloudSuite Industrial vendor service representative:

To: sluser
From: portaluser
Subject: Vendor Portal - Update Request
Body: company_name company has requested a change to their profile information.  The information requested includes changes to the company's contact information. Refer to the Variables grid for change details.
contact change
Question: Would you like to approve it?
Choices: Yes and No.

If the response is Yes, this message is sent to the portal user:

To: portaluser
From: sluser
Subject: Request Approved
Body: Your update request has been approved.  The information requested includes changes to the company's contact information.
contact change

If the response is No, this message is sent to the portal user:

To: portaluser
From: sluser
Subject: Request Rejected
Body: Your update request has been rejected. If you have questions, please use the Contact Us link.
contact change

Variable Information

Variable	Description
`Description`	This is the user who is requesting the change from the Vendor Portal My Company Profile page. When this user receives notifications on the portal's Inbox page, no To field is displayed. If an external email is sent, this is the portal user's email address specified on the Users form.
`sluser`	This is the vendor service representative who approves or rejects the request. Specify this user ID in the Vendor Service Representative field on the Workflow Event Handler Activation form.. Receiving requests: The prompt message is sent to this user's CloudSuite IndustrialInbox. Optionally, if the Send External Prompts field is selected for this user on the Users form, an email is also sent to this user. Sending notifications: For notifications on the portal Inbox page, no From field is displayed. If an external email is sent to the portal user, the From field usually contains either: The email address associated with the CloudSuite Industrial user who performed the action that generated the message. The email address for the SMTP User Name associated with the intranet entered on the Sites/Entities form for the site.
`contact change`	This variable shows all changed information for the contact.

Variable

Description

Description

This is the user who is requesting the change from the Vendor Portal My Company Profile page. When this user receives notifications on the portal's Inbox page, no To field is displayed. If an external email is sent, this is the portal user's email address specified on the Users form.

sluser

This is the vendor service representative who approves or rejects the request. Specify this user ID in the Vendor Service Representative field on the Workflow Event Handler Activation form..

Receiving requests: The prompt message is sent to this user's CloudSuite IndustrialInbox. Optionally, if the Send External Prompts field is selected for this user on the Users form, an email is also sent to this user.

Sending notifications: For notifications on the portal Inbox page, no From field is displayed. If an external email is sent to the portal user, the From field usually contains either:

The email address associated with the CloudSuite Industrial user who performed the action that generated the message.
The email address for the SMTP User Name associated with the intranet entered on the Sites/Entities form for the site.

contact change

This variable shows all changed information for the contact.

Global Constant

This global constant is created by the event handler, based on an entry you make in the Workflow Event Handler Activation form:

Global Constant	Contains
VendorServiceRepID	Contents of the Vendor Service Representative field

Associated Events, Event Handlers and IDOs

This event handler uses the Retrieve Modified Property and Label event handler and its associated CreatePropertyLabelOnPortalChange event to handle property and label retrieval for the modified properties on the IDO (that is, to update the information in the database).

The Approve Vendor Portal Contact Change event handler on the IdoOnItemUpdate event includes a sequence of actions that conditionally fire based on the properties to be modified. These properties are then inserted into the body of the prompt and notification messages.

The event IdoOnItemUpdat for the SLVendorPortalCompanyProfile IDO triggers this notification.