Email Approve or Reject

Winshuttle Designer allows you to configure your task assignments to be approve/reject tasks via email. This setting is configured on a per task basis in forms. In order to support as many devices as possible, there are three email options that specifically address mobile devices: HTML, Text, and HTML/Text. Some devices fully support HTML/Text emails, rendering the correct view of the notification, while other devices do not. The Text option should be used for devices that do not support HTML/Text email.

To configure a workflow assignment for email approval/rejection via mobile device:

1. In Winshuttle Designer, select the Approval node you want to work with.

   A Node is a single step in a workflow. For example, a node could represent a task assigned to a user, or an action, such as sending a notification or setting of a value. Think of Nodes as the 'building blocks' of a Workflow.

2. In the EmailApproval property in the Properties pane, select True.
3. From the EmailFormattingType property, select one of the following options from the drop-down list:
   • HTML—the email notification is sent in HTML format.
   • Text—the email notification is sent in text format.
   • HTML and Text—the email notification is sent in both HTML and text format, and the mobile device automatically determines which view to display.

   NOTE: Run a few tests with your workflow and mobile device to determine which option is best.

   As it relates to Winshuttle Designer, a Workflow is a graphical representation of the flow of information (documents and/or forms) through an enterprise.

4. Publish your workflow.

To approve/reject a task via a mobile device:

NOTE: The workflow tasks must have Email Approval enabled and the correct email format type selected (HTML, Text, or HTML/Text) for your mobile device.

1. Access the Winshuttle Designer assignment notification using your mobile device.

   Your device will automatically display the text-only message.

2. Reply to the forms assignment notification by doing one of the following:
   • Approve—enter yes or approved (no quotes) at the end of the subject line.
   • Reject—enter no or rejected (no quotes) at the end of the subject line.

   WARNING: The reply message must include the assignment tag (such as [Assignment ID] = xxxxxx). Do not remove the assignment ID from your reply.

3. Send the reply.