Approval by Interactive Email
Interactive email notifications for workflows allow recipients to approve, deny, comment on, and escalate a workflow activity directly from Microsoft Outlook. Interactive Email technology is currently supported only by the Microsoft product suite. Administrators can enable interactive email notifications in Configure System Settings.
Contents
Note: The Interactive Email feature relies on Adaptive Card technology. If your company is using Microsoft 365 Government Community Cloud High (GCC High), this platform does not support Adaptive Cards, so the feature is unavailable to you.
The following table explains which Costpoint fields populate the interactive email notification.
Field | Description |
---|---|
Title | The Workflow Name in the Approval Workflow Models application. |
Case # | A sequential case number is assigned automatically to all workflow models. |
Started | The date and time the workflow was initiated. |
Expires | The date and time the opportunity to act on the activity ends. The date and time are based on the Expected Duration (Hours) and Additional Time Allowed (Hours) specified in the Edit Activity subtask of the workflow in the Approval Workflow Models application. |
Notification Message | This message is based on the notification type and matches the text on the related notification tab in the Approval Workflow Messages application. |
Instructions | This message is created in the Edit Activity subtask for the workflow in the Approval Workflow Models application. |
Approval Entity Values | The approval entities and values are based on the notification type and match the text defined on the related notification tab in the Approval Workflow Messages application. |
Parent Topic: Interactive Email Tab