Configuring email-based approvals

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.

Configuring a workflow assignment for email approval

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.

   A workflow is a graphical representation of the flow of information (documents and/or forms) through an enterprise.

   

   Above: A very basic workflow example.

4. Publish your workflow.

Note: When email approval is enabled, the reply message must include the assignment tag (such as [Assignment ID] = xxxxxx). Do not remove the assignment ID from your reply.