Enabling approval by email

You can configure an email account so that users can approve, reject, or take other actions on a case by sending an email without logging in to the application.

1. Open the Email Wizard by selecting Designer Studio > Integration > Email > Email Wizard and use the wizard to create the email account information. Ensure that you perform the following actions:

   • Select Receive an email and create/manage a work object from the What would you like to do? list.
   • From the What is the class of your work type? list, complete one of the following actions:
     • To allow users to approve or reject cases through email on a particular case, select the class of the case.
     • To allow users to approve or reject cases through email on all the cases in your application, select the class of your work pool.
   • Select the Would you like to create work? check box.
   • From the What is your starting flow name? list, select any flow.
   • In the Email Account Name field, enter the name of your work pool.

2. Verify that you can connect to the email server by opening the email account and clicking Test Connectivity in the Sender and Receiver panes.

3. Verify that the listener you created is running.

   Complete the following steps:

   1. Open the System Management Application by selecting Designer Studio > System > Operations > System Management Application.
   2. Click the appropriate node.
   3. Click Listener Management.
   4. If the listener is not running, select it from the Available Listeners list and click Start.
4. Configure the Approval step so that users can approve or reject cases. See Enabling email approval

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