How to Approve Trough Email

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keshav
Posts: 12
Joined: Fri Feb 08, 2013 8:56 am

How to Approve Trough Email

Unread postby keshav » Thu May 30, 2013 5:22 am

Hi,

Please give me detailed information about approval via email, I couldn't understand how to do this .


thanks & Regards
keshav

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liliana
Posts: 2420
Joined: Wed Jun 01, 2011 11:24 am

Re: How to Approve Trough Email

Unread postby liliana » Thu May 30, 2013 5:19 pm

Hi,

Are you talking about Actions by email plugin?

Regards.
Liliana Iriarte
Technical Writer

lmherrera
Posts: 24
Joined: Thu Jan 08, 2015 7:21 pm

Re: How to Approve Trough Email

Unread postby lmherrera » Thu Mar 26, 2015 1:09 pm

Hi Liliana, I am trying to use the Actions by email plugin, I read the link in the wiki:

http://wiki.processmaker.com/index.php/ ... s_by_email

But I couldnt make it work, do you have another example or complementary information about the example shown in the link??

Thanks

Regards

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liliana
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Re: How to Approve Trough Email

Unread postby liliana » Thu Mar 26, 2015 2:13 pm

Hi,

For the moment no, there is the only example/documentation we have regarding to the plugin. Maybe I can help you with your example, how are you implemented this plugin?
Liliana Iriarte
Technical Writer

amosbatto
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Country: Bolivia
Location: La Paz

Re: How to Approve Trough Email

Unread postby amosbatto » Thu Apr 02, 2015 8:46 am

If you are a programmer, you can implement this yourself using web services. See: http://wiki.processmaker.com/index.php/ ... _via_Email
Amos B. Batto ♦ ProcessMaker Technical Documentation Writer & Forum Manager ♦ Cofounder of ILLA (http://www.illa-a.org)

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elizabethwalter
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Re: How to Approve Trough Email

Unread postby elizabethwalter » Tue Mar 14, 2017 7:08 am

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salman1538
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Country: Saudi Arabia
Location: Riyadh

Re: How to Approve Trough Email

Unread postby salman1538 » Thu Apr 20, 2017 10:01 am

Hello,

You may use 3 option for action_by_email but useful option is link to a dynaform. Its very simple.

Step 1: Create a template which you want to show in email.
Step 2: Right click on task where you want action_by email and select properties
Step 3: In properties select last option action_by_email
Step 4: There is drop down choose "Link to a dynaform"
Step 5: Fill the fields like select template, when click on link which form will shown, email and subject etc.

Remember in template where you want to show link don't forget to add @#__ABE__ variable.

jackluter
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Re: How to Approve Trough Email

Unread postby jackluter » Fri Oct 13, 2017 8:08 am

Respond to an Approval Request Via Email:
Email approval response works in all languages that Salesforce supports. The response word or phrase is checked using the current user language dictionary. If no matches are found, the response word or phrase is checked in all other language dictionaries.
In the first line of your reply to the email notification, enter one of the supported response words.
Periods and exclamation marks are allowed at the end of the word.
Approval Words Rejection Words
approve reject
approved rejected
yes no
2.Optionally, in the second line of your reply, add comments.
3.Send the email

amosbatto
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Re: How to Approve Trough Email

Unread postby amosbatto » Mon Oct 16, 2017 10:37 pm

I'm glad to know that it works with Salesforce. I've never tried using Salesforce.
Amos B. Batto ♦ ProcessMaker Technical Documentation Writer & Forum Manager ♦ Cofounder of ILLA (http://www.illa-a.org)


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