if(input.Status == "KYC Pending")
{
addRecord = insert into KYC_Approvals
[
Added_User=zoho.loginuser
Partner_ID1=input.ID
Business_Operator_Name=input.Business_Operator_Name
IT_return_acknowledgement_for_last_2_years=input.IT_return_acknowledgement_for_last_2_years
Finance_Email=input.Finance_Email
Director_Email=input.Director_Email
Operator_Email=input.Operator_Email
Finance_Name1=input.Finance_Name1
Beneficiary_Name=input.Beneficiary_Name
IFSC=input.IFSC
Data_privacy_Integrity_and_Protection=input.Data_privacy_Integrity_and_Protection
Date_of_Establishment=input.Date_of_Establishment
GST_Registration_Certificate=input.GST_Registration_Certificate
Equal_Opportunities_Equality_Diversity=input.Equal_Opportunities_Equality_Diversity
Partner_Declaration=input.Partner_Declaration
Partner_Representative_Contact=input.Partner_Representative_Contact
Student_feedback_on_enrollment_process=input.Student_feedback_on_enrollment_process
Status=input.Status
Partner_Email_Address=input.Partner_Email_Address
Confidentiality_of_information=input.Confidentiality_of_information
Existing_Exclusivity_Arrangements=input.Existing_Exclusivity_Arrangements
GST_Treatment=input.GST_Treatment
Director_Contact_Number=input.Director_Contact_Number
Partner_Address=input.Partner_Address
Partner_Representative_Name=input.Partner_Representative_Name
Malpractice=input.Malpractice
Operator_No=input.Operator_No
Student_grievance_resolution_process=input.Student_grievance_resolution_process
Approved_partner_other_universities=input.Approved_partner_other_universities
Partner_Representative_Email=input.Partner_Representative_Email
Partner_Entity_Name=input.Partner_Entity_Name
Refused_withdrawn_approval_by_awarding_organization=input.Refused_withdrawn_approval_by_awarding_organization
Partner_website_if_any=input.Partner_website_if_any
Director_Name=input.Director_Name
Partner_Entity_Structure=input.Partner_Entity_Structure
Recruitment_Induction=input.Recruitment_Induction
Health_Safety_and_risk_assessments=input.Health_Safety_and_risk_assessments
Bank_Name=input.Bank_Name
Registered_as_MSME=input.Registered_as_MSME
If_yes_provide_MSME_Certificate=input.If_yes_provide_MSME_Certificate
PAN=input.PAN
Finance_No=input.Finance_No
SWIFT_code=input.SWIFT_code
Application_type=input.Application_type
Partner_Enquiry=input.Partner_Enquiry
Certificate_of_Registration=input.Certificate_of_Registration
Account_Currency=input.Account_currency
GST_registered=input.GST_registered
POC_email_for_partner_portal_access=input.POC_email_for_partner_portal_access
POC_name_for_partner_portal_access=input.POC_name_for_partner_portal_access
Partner_alternate_POC_name=input.Partner_alternate_POC_name
Partner_alternate_POC_contact=input.Partner_alternate_POC_contact
Partner_ID1=input.ID
Bank_Account_Number=input.Bank_Account_Number
International_Bank_Account_Number=input.International_Bank_Account_Number
POC_contact_for_mobile_app_access=input.POC_contact_for_mobile_app_access1
Contracting_organisation=input.Contracting_organisation1
Partner_Category=input.Partner_Category
KYC_Status="Verified"
];
if(addRecord != null)
{
input.KYC_Approvals1 = addRecord;
}
content = "<a href='https://creatorapp.zohopublic.in/centralisedprocurement_usdcglobal/usdc1/KYC_Approvals/record-edit/KYC_Approvals_Report/" + addRecord + "/8gw05CY046CTaEr7R86kBXD708VuO5bStJXndxEjFQ56mMtwuNkV32a8wKrPBu10J5eRumsUr9vjrT9A9wQueQaYDrkJy5NRFH5p'>Click here to access the form.</a>";
sendmail
[
from :zoho.adminuserid
to :input.Partner_Representative_Email
cc:"bhoomika@techvaria.com","vimal@techvaria.com","pooja.s@techvaria.com","indhu@techvaria.com"
subject :"Action required - KYC initiated with " + input.Contracting_organisation1.Contracting_organisation
message :"Thank you for your business interest.\n\n" + "Kindly be notified that the KYC process has been initiated by " + input.Contracting_organisation1.Contracting_organisation + ".\n" + "You are required to submit KYC information and documents.\n\n" + content + "\n\n" + "KYC will be subject to verification."
]
input.Status = "KYC Verification Pending";
input.Decision_box11 = true;
}
else
{
kycdet = KYC_Approvals[Partner_ID1 == input.ID];
info "kyc data" + kycdet;
content = "<a href='https://creatorapp.zohopublic.in/centralisedprocurement_usdcglobal/usdc1/KYC_Approvals/record-edit/KYC_Approvals_Report/" + kycdet.ID + "/8gw05CY046CTaEr7R86kBXD708VuO5bStJXndxEjFQ56mMtwuNkV32a8wKrPBu10J5eRumsUr9vjrT9A9wQueQaYDrkJy5NRFH5p'>[Click here] to access the form.</a>";
sendmail
[
from :zoho.adminuserid
to :kycdet.Partner_Representative_Email
cc:"bhoomika@techvaria.com","vimal@techvaria.com","pooja.s@techvaria.com","indhu@techvaria.com"
subject :"Action required - KYC discrepancies with " + input.Contracting_organisation1.Contracting_organisation
message :"Kindly be notified that your KYC submission has been rejected by " + input.Contracting_organisation1.Contracting_organisation + " due to insufficiency of or errors in the documents submitted.\n\n" + "To resume the KYC process, kindly submit additional documents and/or provide clarifications.\n\n" + content
]
input.Status = "KYC Verification Pending";
}
Preview:
downloadDownload PNG
downloadDownload JPEG
downloadDownload SVG
Tip: You can change the style, width & colours of the snippet with the inspect tool before clicking Download!
Click to optimize width for Twitter