RITM State not Approving, even though inbound action is setup to change it to approved

David White2
Mega Guru

Essentially working on  notifications that include Approve and Reject links to approve adding or removing members from a group.

Have already edited the body of the notification in the workflow to include those links

Set up Inbound email action to change the state to approved when receiving a reply with "Re:-approve" in the subject.

So, I do a test change, add a test user to a test group, hit order now and then go to emails module so that I can preview the HTML body and click the link to test,   Out look comes up, email body and subject looks fine(has watermark in body),  send off email.

 

I see the reply come in, on the email modules

 

but when I go to the Request(which is approved automatically based on price), go to the RITM, and check the approvers tab,  it still says "Requested" and not "approved", because of this.. the stage of the RITM is still in "waiting for approval" instead of "fulfillment".

 

I even added change "Stage" to "fulfillment"  in the inbound action.

I see the process running (inbound action) in the email log for the reply

 

Yet the field is not updating and I can't figure out why,

 

The inbound action is targeting the Requested Item table(since thats where the field we want to change is)

Type is: Reply

and the when to run is set up like i said,  when subject contains Re:-approve

 

Actions are :

 

Approve to Approved

Stage to Fulfillment

 

 

Please help lol

 

Thanks

 

1 ACCEPTED SOLUTION

Michael Fry1
Kilo Patron

Approval emails should use inbound action on Approval table. Then after approval, in your workflow you can change fields on the RITM by using a Set Value activity.

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27 REPLIES 27

How would I use the OOB one, I did not even know there was one tbh..

Just started with making my own

 

 

 

 

Check your inbound actions and see if you have one. You should. If you do, disable your 2 and confirm the OOB is active. If you don't have it, do you have a personal instance? If yes, you can export from there as XML and import into your system.

I've got the OOB one, made the other two inactive

 

Testing now to see if stage and state change after reply is received by the instance.....

 

 

Nope, the Stage is still "waiting for approval" for the RITM and the Approvers all say "Requested"

 

 

It does say in the email log, that it processed the action, it just didn't change the Stage 

of the RITM