Approval - and Email Templates for application

[Lucky1]

Hello all,

I have designed a flow designer to trigger approvals when a business application's status is changed to Retired. The approval will be triggered to it's business owner.

It is working fine as expected. The approval record is also showing in the Approvals table.

But my query is, I want to send an email to the owner when the status is changed to Retired,

So, once the business owner receives the email, he should find options to Approve or Reject from the email itself. 

Which template should I use here?

Because I see this kind of templates are available for RITM and change requests. This is a business application.

Can someone guide me?

Regards,

Lucky

[Bhuvan]

@Lucky1 

Create an Inbound email flow with required filter conditions that looks for reply with Accept or Reject and design the condition IF email body contains 'Accept', use update record action to set the business application status to retired. IF email body contains 'Reject', then do nothing and end the flow.

If this helped to answer your query, please accept the solution and close the thread.

Thanks,

Bhuvan

[Lucky1]

Hello Bhuvan,

But why inbound?

Similar to RITM or Change request, can't we create a notification with tow links "Click here to Approve" and "Click here to reject".

Also, I want to show some fields on the body of the email.

Regards,

Lucky

[Lucky1]

Hello Bhuvan,

Yes, I understood. As the notification is on Business Application table, once the email triggers to the approver, he will type in the email approved or rejected.

So, based on that action by the approver, the record has to be updated along with comments.

Can you guide me how can I put the conditions for Inbound action and the script I write it over there?

Regards,

Lucky

[Lucky1]

Hello Bhuvan,

I see this is relevant.

Can you please look into the below steps I mentioned and let me know if my assumptions are correct?

1. We will create a Notification on the Business Application table and trigger that notification to Business owner.

But can we put, something like Click here to Approve and CLick here to Reject in this notificaion? If So, can you please tell me how?

2. We will create an Inbound Email action, on the Target table as Business Application, and conditions like, body contains - Approved, approved, approve, Approve 

So, based on the result of the body, we will make the changes to the Business Application record.

But my question is, how to write the code in Inbound action to update the accurate record?

Is there any sys_id we get?

Regards,

Lucky