How to approve an approval from email which is for custom table?

thirumala2
Tera Guru

Hi ,

 

I have  a requirement of sending approval request for a particular demand records .

 

Email template:

Hello < LTO Approver >, 

 

Here are the Costing and Design Documents for this Demand Request. Please provide your Approval for funding and to move forward with this request. 

 

Click here to Approve the demand (link to approve)

 

Click here to Reject the demand (link to approve)

 

My Question is how to create these links : "Click here to Approve the demand (link to approve)" .

 

We have created a custom table which inherits demand table.

Email will be triggered from event from business rule .

Approvals are created by workflow .

 

 

Can someone help me on how to create these links .

1 ACCEPTED SOLUTION

Hi @thirumala2 

 

For building message through email template, you can refer the OOB email template change.itil.approve.role

 

  1. when a change request approval is requested, an update is made to the sysapproval approval table.
  2. The approval events business rule is then executed, which creates the approval.inserted event.
  3. The "Approval Request" email event is defined to process the approval.inserted event, and this email event is defined to use the following change.itil.approve.role email template
  4. Note there are two template has two mailto: items specified, One for mailto.approval and one for mailto.rejection which is creating those links you need, this email template builds an automatic response that lets the email receiver simply click a link in the email to either approve or reject the Change request
  5. The response is processed through Inbound Action Update Approval Request
 
 

EmailTemplateChangeApproval.pngMailtoApprovalTemplate.png

Refer the mailto.reject email template for rejection link.
 

Note: If you put text on the lines following the Click here to approve sysapproval line, this text forms the actual body of the email.

 

If it is useful please accept the solution and mark helpful!

 

 

 

View solution in original post

2 REPLIES 2

Riya Verma
Kilo Sage
Kilo Sage

Hi @thirumala2 ,

 

Hope you are doing  fine .

 

To create the "Click here to Approve the demand" and "Click here to Reject the demand" links in the email template for sending approval requests, you can follow the steps below:

  1. Define the Links in the Email Template:

 

Hello <LTO Approver>,

Here are the Costing and Design Documents for this Demand Request. Please provide your Approval for funding and to move forward with this request.

<a href="[Link to Approve]">Click here to Approve the demand</a>

<a href="[Link to Reject]">Click here to Reject the demand</a>

 

 
Please mark the appropriate response as correct answer and helpful, This may help other community users to follow correct solution.
Regards,
Riya Verma

Hi @thirumala2 

 

For building message through email template, you can refer the OOB email template change.itil.approve.role

 

  1. when a change request approval is requested, an update is made to the sysapproval approval table.
  2. The approval events business rule is then executed, which creates the approval.inserted event.
  3. The "Approval Request" email event is defined to process the approval.inserted event, and this email event is defined to use the following change.itil.approve.role email template
  4. Note there are two template has two mailto: items specified, One for mailto.approval and one for mailto.rejection which is creating those links you need, this email template builds an automatic response that lets the email receiver simply click a link in the email to either approve or reject the Change request
  5. The response is processed through Inbound Action Update Approval Request
 
 

EmailTemplateChangeApproval.pngMailtoApprovalTemplate.png

Refer the mailto.reject email template for rejection link.
 

Note: If you put text on the lines following the Click here to approve sysapproval line, this text forms the actual body of the email.

 

If it is useful please accept the solution and mark helpful!