She wants to add a function to this system. When she approves an application, she wants a custom confirmation email to automatically be sent to the applicant. Is this possible using Toolset, and how might I do it.
Hello, Toolset offers automatic email notifications through the Toolset Forms plugin. Toolset Forms are used to create or edit a post of some kind, or to create or edit a User profile. Email notifications can be triggered directly upon Toolset Form submission, but aren't easily triggered by 3rd-party processes. Each email notification is managed in a Form editor page in wp-admin, which you can access either via Toolset > Post Forms or via Toolset > User Forms, depending on the type of Form involved. We have a bit of information available here:
https://toolset.com/course-lesson/send-notifications-when-someone-submits-the-form/
So if your client approves an application by submitting a Toolset Form, then you would edit that Toolset Form and create an email notification there in the Form editor page. You would define the recipient(s), the message contents, subject line, sender info, and so forth, and the notification would be triggered automatically upon Form submission. This is the most straightforward way to trigger an email notification with Toolset. If your client's workflow does not involve a Toolset Form submission, it becomes more difficult and may or may not be possible. For example, if Events are created and managed by a 3rd-party Events plugin, and application for those events is all part of that 3rd-party plugin's code, Toolset Forms aren't used at all so our notification system wouldn't be triggered.
So for more direct guidance here, I would need some more technical information about the site.
- What is an application, in WordPress terms? Is there a custom post type "application", or is "application" your way/the client's way of referring to one submission in a Toolset Form that creates new User Profiles?
- How are applications created - is there a front-end Toolset Form, some other front-end form system, or are they created directly in wp-admin?
- How are applications approved or rejected - does this happen in wp-admin, or in a front-end Toolset Form?
- From a technical perspective, what is the difference between an approved application and an unapproved application? For example, is there a custom field value that indicates approval/disapproval, or is there a post status change from state X to state Y, or is there a User role change from role A to role B, or something else?
