Testing `SBO Coordination` before stakeholder review

[ChristinaTremel]

Testing the following features before a stakeholder review with SBO on 2/29

Email Notifications:

• Receiving a Coordination Request as the "Assigned To"
• Receiving updates when a decision has been made as the "Created By"

  Testing Decisions:

• Approved
• Return to Requester
• Assign to Reviewer
• Deny

[dianamartin]

2/28/2024

Testing Components

• [x] Creation of Request

  went to "Waiting for Approval"

• [X] Email notification

  Link from email is incorrect - points to builder page

Review Decisions

• [x] Approved
  • Status updates to Coordination | In Progress
• [x] Return to Requester
  • Status updated to go to Needs Review if someone is sending the request to the requester
• [ ] Assign to Reviewer
  • The Assigned To on parent record is not updating
  • Status changes to Needs Review, but should stay Waiting for Approval (or whatever status the request is already in)
• [ ] Deny

Status changes

Changes Needed

• [x] Review Email - Link needs correction URL: https://builder.knack.com/atd/sbo/pages/scene_20/views/view_29/form/%7BPARENT%20PAGE%20URL%7D
• [x] Review Email - Update Subject from "SBO Coordination Request 16 has been assigned to you" to: "New SBO Coordination Request has been assigned to you - Equipment Support"

New Email Config

• [x] Add Decision field on the Request Details form
  • Set up record rules when Review is Approved the decision field is updated to Approved
  • Set up record rules when Review is Denied the decision field is updated to Deny