--- title: "Action" slug: "email-notification-action" updated: 2024-07-30T13:15:02Z published: 2024-07-30T13:15:02Z canonical: "help.symphonysummitai.com/email-notification-action" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Action 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/action(2).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) 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 ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approval action(1).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) to configure Approval Action. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/action(3).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) Figure: Approval Action 2. A configuration pop-up window displayed with the options to change font style, size and approval button colors. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approver pop-up window.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) 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 \| \| --- \| --- \| --- \| --- \| | | - 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 \| | | - Cursive | - Fantasy | - Inherit | | - Monospace | - Primeicons | | Text Color | Select Text Color of the action button, it can be chosen from RGB, HSL and HEX options. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/text color.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) | | 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approval email.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) Figure: Approval Email Click Approve button. An Outlook window is opened with the Subject auto-populated in the Email. > [!NOTE] > Note > > To Recipient details are obtained from the configured app settings. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approval email(1).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) 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**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approver action(2).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Notification properties in Workflow Designer.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) Figure: Notification Properties 3. Select Notification Template that contain Approve, Reject and On Hold actions with enabled status. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/notification template in WD.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) Figure: Notification Properties in Workflow Designer 4. Configure Approval in Workflow Designer. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Notification properties in Workflow Designer(1).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) Figure: Approval in Workflow Designer 5. In the Workflow Designer configure Approval Actions as **Approve** and **Reject**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wrkflow approval actions.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/output email.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D) Figure: Email Notification with Approval Action > [!NOTE] > 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: | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/email%20icon(8).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A46%3A16Z&se=2026-10-31T15%3A46%3A16Z&sr=c&sp=r&sig=QB9tmEUIZ6nyunlp5Mwhj99IO%2BDyYYMdqubanBvUBWc%3D)](https://help.symphonysummitai.com/summit-platform/docs/notification-email-template-elements) | | --- | | [Email Template Elements](https://help.symphonysummitai.com/summit-platform/docs/notification-email-template-elements) |