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Enabling approval by email

Suggest edit Updated on November 5, 2021

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.

Before you begin: 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.
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