Approving requests through email

You can use BMC Helix Innovation Studioto send an email notification to approvers for every new approval request.

Important

To receive email notifications to approve or reject the requests, make sure that the administrator has configured the approval notifications. For more information, see Creating-approval-notifications-to-notify-approvers.

Related topics

Adding-an-approval-process-to-an-application

Approvals

The notification email contains configurable details of the request, such as the Request ID, Request Date, Requester, Summary, and Details.

The email also contains the following links:

  • Approve—To approve a request.
  • Reject—To reject a request. You must add a justification for rejecting the request in the reply email under the Please provide justification section.
    This option is displayed only if you have selected a field from Justification Reason when registering a record to store the reason an approver rejects a request.
  • Hold—To keep the request on hold.
  • Go to Approval Console—To view the details of the request and open the request in the Approval Console.

Approve, Reject, and Hold buttons create an appropriate reply email containing the details about the approval request and an email address to which the email will be sent.

Important

Make sure that you do not modify the contents of this email. You can verify the approval request details and send this reply email to complete the action.

Update the default email content, by adding a rejection justification reason, only if you click Reject.

The following image shows an email notification that the approver receives for a new approval request:

 1902_Approval email notification.png

A confirmation is sent to the approver after approving or rejecting the request. The following image shows an email notification with a confirmation message:

1902_Email approval confirmation.png

If an error occurs while approving or rejecting the request, the approver receives an email with the reason for the error. The following image shows an email notification when an approval response results in an error:

1902_Email approval error.png


The following video (2.53) shows you how you can approve or reject approval request through email:

 

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