How do I update the approval reply email?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-18-2015 09:34 AM
We currently have approvals through email. In the email there is a link 'click here to approve' and 'click here to reject'. When you select this it opens a new email and puts a subject with the change number and either approve or reject.
Is there a way for me to change the subject it defaults to?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-18-2015 09:42 AM
Hi Allison,
This can be configured in the email template. Navigate to Email Templates and search for one that contains "mailto". You can update those to update the mailto: links that are included in the notifications.
Hope this helps,
-Jose
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-18-2015 09:43 AM
If you go to your Email Templates, you should see both items in there for mailto:rejection and approval
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-18-2015 11:23 AM
Hi Allison,
The out-of-box Update Approval Request "Inbound Action" is what reads the incoming email and sets the state of the approval appropriately. If you change the Subject line, be aware that could affect the processing by this Inbound Action (or whichever action handles that in your instance).
In the out-of-box Script on that action, you'll see these lines:
if (email.subject.indexOf("approve") >= 0) | |
current.state = "approved"; |
if (email.subject.indexOf("reject") >= 0)
current.state = "rejected"; |
The Action is looking for the string "approve" anywhere in the Subject, and setting the state to "approved" if found. It does the same for "reject"- setting the state to "rejected" if found. If the email subject line was:
Re:CHG0030847 - approved - not rejected - it's all good go for it
The approval would end up set to "rejected"- because the check for "reject" happens after the check for "approve".
If you change the format of your subject line, make sure you also verify it will work with the Inbound Action that will processes the response.
Thanks
Cory
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎09-17-2015 07:04 AM
Hi Cory
I have created a field in approval reply email something like "Please provide Approver 1 email".
So, the approver has to enter an email id there and I need to read that value from the email reply
Can you please let me know is there a way for this. Please let me know how the script should be like
Attaching screenshot