Requesting approval by email and push notification
Provide greater flexibility and convenience for users of your application when they process a case, by enabling approval by email and push notification. Users can then accept, reject, or take other actions on a case without having to log in to the application.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Click the Approve/Reject step for which you want to add email or push notification approval requests.
- In the Step properties pane, in the Enable approval
from section, select how you want to send the approval message:
- To request approval by email, select the Email check box.
- To request approval by push notification, select the Mobile check box.
You can select both email and push notification forms. - In the Email subject / Push notification message field, enter
text that you want to use as an email subject or a push notification message.You can reference property names in the subject to make it more dynamic and meaningful.
- If you request approval by email, define your message content:
Choices Actions Compose a message - In the Email content list, select Custom, and then click Compose email content.
- In the Compose message window, create your message by using the rich text editor.
- Optional: To add the email message to a template library to reuse in the future, click . In the Template name field provide the template name, and then click Save.
- Click Done.
Reuse a template - In the Email content list, select Use existing.
- In the list of email templates, select a template that you want to use.You can select templates from your template library as well as from the default templates.
- Optional: To modify the message to meet your unique business needs, click Compose email content, modify the message by using a rich text editor, and then click Done.
- Optional: To add attachments to the email, select the Include attachments
check box, and then select the files that you want to upload:
Actions Choices Include all case attachments Select All case attachments. Include only specific case attachments - Select Choose attachments.
- Click Add attachment.
- In the drop-down list, select whether you want to include an attachment of a particular category, or add the content of a field in your case.
- In the field below, select an attachment category or a field that you want to include as an attachment.
- To add more attachments, repeat steps 7.b through 7.d.
- Click Save.
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