Approve

Approving a record is explained to its workflow and the user interface from Application Designer's perspective. To learn more about the Approve record and its configuration refer to the following sections:

• Workflow of Approve Record
• Configure Approve Record

Workflow of Approve Record

• The system should check if the record is in the Approval stage or not. If it's not in the approval stage, then the Approval action doesn’t qualify for the record and the system will check the next action.
• If the record is in the approval stage, then it will check if the sender of the mail is mapped as an approver for the record.
• If the sender is not mapped as an approver, then the system disqualifies the Approval action for the record and checks the next action.
• If the sender of the mail matches as an approver, then the system will proceed to check for the Approval Configurations defined in the action for the record. As per the configuration, the system will check if the configured Approval Keywords match the content of the mail and also will check if the mail content needs to be updated in any of the fields of the record. 
• If any approval keyword matches, then the system will update the record with the mapped Approval Action.
• If the keyword does not match, then the system will check for the next action.

The following figure displays the Approve Record functionality as a workflow diagram.

Figure: Approve Record

Configure Approve Record

The Approve section can be configured in various steps as described in the following sections.

• Record Identification - Mailbox Configuration
• Approval Configurations

Record Identification - Mailbox Configuration

Helps the system to identify the records that need to be updated based on Record ID or Unique Email ID.

1. Expand Record Identification - Mailbox Configuration and select Process Emails based on.
   Choose a value from the dropdown list as either Record ID or Unique ID.
   Figure: Record Identification
2.  Select Record ID.
   Requests Application Designer to select the checkbox for Identify Record from Email from the Subject.
   Figure: Record ID
   
   
   Note

   Upon Selecting Unique ID No action is needed from the Application Designer.
   Figure: Unique ID

Approval Configurations

Configures the approval keywords and where the approval mail should be updated in the record.

To configure the approval, perform the following steps:

1.  Expand Configure Approval related keywords label.
   A set of dropdown fields requesting the Application Designer to choose the value, is displayed.
   Figure: Configure Approval related keywords
   Refer to the following Field and Description table for the Configure Approval-related keywords section.
   
   

   Field	Description
   Fields	Specifies the Email elements such as Subject and Body.
   Operator	Specifies conditional operator.
   Keyword	Specifies the Keywords as added by the Application Designer.
   Approval Action	Specifies the Action to be taken if the conditions are met. Figure: Approval Configuration Approve: Approve the email content for record creation. Reject: Rejects the email content for record creation. On-Hold: Email content is on hold for creating a record. Refer-Back: Content is referred back.

2. Expand Update the Email content in the record label.
   Select the field value from the dropdown.
   Figure: Update the Email content in the Record