Question
Nike USA Inc
IN
Last activity: 25 Aug 2020 23:44 EDT
Implementation of Email approval
Hi All,
We have an requirement in which we need to send email notification to the user with the options approve or reject.
Based on the user action, either approve or reject from the email(without login to pega), we need to move our case flow forward with out any user intervention.
Can you please suggest the approaches/steps to implement it(We are using pega 8.2.1).
Regards,
Ramprasad
***Edited by Moderator: Lochan to update platform capability tags***
Tech Mahindra Ltd
IN
Hi,
Please follow the below link for approval by email utility.
Thanks
Tech Mahindra Ltd
IN
The above link helps you configure an email account so that users can create cases and approve, reject, or take another action on a case by sending an email without logging in to the application.
Pegasystems Inc.
US
You can also leverage DWA in Pega to create external assignments(with approve/reject action) to an external email recipient. This doesn't need an Email Listener (incoming email processing).
But if the requirement is like just approve/reject without opening any screen (link), Email Approval is the best choice.
Nike USA Inc
IN
Thanks for your reply and Our requirment is to send email to workqueue users and any user mapped to that queue can take action(Approve/Reject) from the email they have received and case flow has to move to next step automactically.
Any suggestions please.
Pegasystems Inc.
US
Email Approval flow is option is available & supported while Routing to "Specific User" only.
Your initial question was to approve/reject without logging into Pega.
Users mapped to work queue (Pega) is a relation maintained in Pega and you still want one of these users to approve/reject from email only? If yes, we can only send email approval to a person(email address). Work Queue will not have an email associated.
Pegasystems Inc.
IN
Hi,
Follow the above step to enable email approval. With that also, update the case type, under Settings, you can create a listener from the Email Instantiation tab. The same listener will process new cases AND the email approvals for this case-type.
Just make sure you use the right email account. Kindly find the screenshot of the setting,
