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External Authorisation sending to an added connection person


Nikolaj

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Hello Support,

Is it possible to send the External Authorisation to an added connection? I cannot get it work.

The Email will not be sending out because the variable i us for it is wrong.

Can you please help me.

Thanks

Nikolaj

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image.png.54c5a3e036f5b72711a70827ef6fe9e9.png

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@Steve Giller  ok understood. can I use something else for example? we would like to choose some basic user depend on the request so it could be every basic user in the system. What can i use? it is not the Line Manager in this case. so i need an other option.

Thanks

Nikolaj

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Aside from manually adding the Conection's email address (either via a Human Task or a Custom Field displayed in the Detail Panel) I'm not sure there's an easy way to do this mid-flow.

I thought I'd seen an Enhancement Request asking to add Data Query functionality to the Capture Task Fields of a Human Task, but I can't find it:

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If you find one feel free to add your support, or raise your own, as this would achieve what you need by letting you select a User, add them as a connection, get the User Details, and pass the email to the External Authorisation.

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@Steve Giller one last question regarding this topic. Would it be possible to use the customer for the external authorisation? Then we would just change the customer before we send the external authorisation email. 

What do you mean with adding the email address via a custom field in the detail panel. can we do that when the ticket is already raised and then use it for the variable in the BP?

Thanks and regards

Nikolaj

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1 hour ago, Nikolaj said:

What do you mean with adding the email address via a custom field in the detail panel.

A User with the correct Roles has access to the Design button in the Details panel:
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This will give access to the Add Custom Field button image.pngwhich you can set up to hold an email, for example:
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Once added, anyone with access to the edit button will be able to update the Custom Field at any time.

 

1 hour ago, Nikolaj said:

Would it be possible to use the customer for the external authorisation?

Yes, that would work, as long as you have something in place to enforce it in some way, or the original Customer would be able to Authorise, which I presume would be undesireable.

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