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, select the class of the work item that you want to create.

     When you create email accounts for a case:

     • To configure a particular case type for which users to approve, reject, or take another action on a case by using an email, select the class of the case type.

     Note:  You can configure an email account that is used to enable email approval on all case types in your application or on only one case type. However, because you can have only one email account in your application for Case Management notifications, if you want to enable email approval on other case types, you must an additional application additiona or each case type.

     • To allow users to approve, reject, or take another action on a case by email for all of the cases in your application, select the class of your work pool.

   • From the What is your starting flow name? list, select the flow that you want to use to create the work item. The list displays the flows that can create work items and apply to the work class or a class that inherits the work class. You can select any flow as the starting flow.

   • Select the Would you like to create work? check box so that users can create new work objects with the selected starting flow.

   For example, if you are allowing users to create new cases for a case type or enabling email approval, select this check box.

   • 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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