Enabling approval by email
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:
- Add an approval step to your case life cycle. For more information, see Requesting approval from a user.
- Create an email account. For more information, see Creating an email account in Dev Studio and Creating an email listener.
- In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Click the approval step for which you want to add email approval.
- Select the Enable email approval check box.
- Optional: To customize the email message, click Configure email template and then update the email template by using a rich text editor.
- Click Save.