Action
  • 30 Jul 2024
  • 2 Minutes to read
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Action

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Article summary

In the Notification Designer, a new Action component is introduced which is used to design the Approval Action in the notification. It allows the Application Designer to define display name, font and its styles.

Add Approval Action

To add an Approval Action, perform the following:

  1. Expand Action section, drag and drop Approver Action on the Email template.

    Figure: Action

    Default values and Response output

    The default values displayed on the configuration are as follows:

    Action

    Enable

    Display Name

    Text Type

    Text Color

    Button Color

    Approve

    On

    Approve

    Inherit

    White

    Reject

    On

    Reject

    Inherit

    White

    On-Hold

    Off

    On Hold

    Inherit

    Blue

    Refer Back

    Off

    Refer Back

    Inherit

    Blue

    Following is the list of Actions and the email responses when the approver clicks on these action buttons.

    Action

    Response

    Approve

    Approved

    Reject

    Rejected

    On-Hold

    On-hold

    Refer Back

    Referred Back

Configure Approval Action

Upon dropping the element on the notification template it can be configured according to the business operation requirement.

To configure Approval Action perform the following steps:

  1. Click gear icon to configure Approval Action.

    Figure: Approval Action

  2. A configuration pop-up window displayed with the options to change font style, size and approval button colors.

    Figure: Approver Action

    For more information about Field Description, refer to the following:

    Field

    Description

    Action

    This field specifies, action element on the email notification. The list are as follows:

    • Approve

    • Reject

    • On-Hold

    • Refer Back

    Enable

    Enable to view Action button on the Email template. If the Action is enabled the same is displayed on the design template.

    Display Name

    Enter the display name of the button, the specified name is displayed on the Action Button.

    Text Type

    Select Text Type from the following options:

    • Cursive

    • Fantasy

    • Inherit

    • Monospace

    • Primeicons

    Text Color

    Select Text Color of the action button, it can be chosen from RGB, HSL and HEX options.

    Button Color

    Select color for the action button.

  3. Click Save to apply the configuration.

Approval Action on Email

The Notification Email will contain the Approval Action as Button as displayed in the following figure.

Figure: Approval Email

Click Approve button.
An Outlook window is opened with the Subject auto-populated in the Email.

Note

To Recipient details are obtained from the configured app settings.

Figure: Approve Action Email

Impact of Notification Approval Action in the Workflow Designer

The following steps provide usage of Notification Template in the Workflow Designer.

  1. Configure Notification Template with Approval Actions such as Approve, Reject and On Hold.

    Figure: Approver Action in Notification Designer

  2. In the Workflow Designer, drag and drop Notification on the Canvas and click vertical ellipsis to configure its properties.

    Figure: Notification Properties

  3. Select Notification Template that contain Approve, Reject and On Hold actions with enabled status.

    Figure: Notification Properties in Workflow Designer

  4. Configure Approval in Workflow Designer.

    Figure: Approval in Workflow Designer

  5. In the Workflow Designer configure Approval Actions as Approve and Reject.

    Figure: Approval Configuration in Workflow Designer

  6. When the workflow is triggered, Approver can view only those actions enabled in the Workflow Designer though the Notification Template consists other actions.

    Figure: Email Notification with Approval Action

Note

If the Notification Template contain only one action (Example: Approve) and the Workflow Designer is configured with two actions (Example: Approve and Reject). The Notification Email will have only Approve action.

To configure other email template elements, refer to the following:


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