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Enabling approval by email

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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.

Ensure that your case life cycle includes an approval step and that you have at least one email account in your application that can send and receive emails by performing one or more of the following tasks, as necessary:

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Workflow tab, click Life cycle.

  3. Click the approval step for which you want to add email approval.

  4. Select the Enable email approval check box.

  5. 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.

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