Enabling approval by email
You can provide greater flexibility and convenience for users of your application when they process a case, by enabling email approval. Users can then accept, reject, or take other actions on a case without having to log in to the application.
- Add an approval step to your case life cycle. For more information, see Requesting approval from users.
- Create an email account. For more information, see Creating an email account.
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In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
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On the Workflow tab, click Life cycle.
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Click the approval step for which you want to add email approval.
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Select the Enable email approval check box.
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Click Save.
- Learning about approval by email
Email approvals are a convenient way of requesting approval from stakeholders that use email messages to request and grant the approval. By configuring a case type to support email approval, your application's users can approve or reject case steps remotely, without having to log in to your application.
- Requesting approval from users
Enforce business policies in your workflows by adding an approval step to a process. In approval steps, users can approve or reject a case after reviewing the case details.
- Troubleshooting errors in unresolved cases
- Defining the case life cycle
Track and resolve your cases in a convenient and facilitated way by defining the case life cycle that represents a business model. You can define the life cycle as smaller modules that match the elements of your business process.