Hi,
I have a requirement of Appian integration with outlook.
We are sending / triggering an email notification to user(s) with Approve & Reject links.
When the users try to click on the Approve or Reject links, is it possible to update the status in Appian without really login into Appian.
Is there any service in Appian related to Outlook integration to achieve this functionality.
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Try using this - https://docs.appian.com/suite/help/22.1/Task_Viewer_Add-in_for_Microsoft_Outlook.htmlIt will work if you have SSO enabled
I assume that doesn't work because you don't want to just avoid the login screen, you want to avoid the recipient even having an Appian account at all. Unfortunately, there's very few ways for an unauthenticated user to interact with Appian.
Portals is one way, and I don't know if it would require additional licensing.
Another approach might be to have the "Approve" or "Reject" buttons configured to send emails. The email address could be set to an Appian process model, which will kick off when it receives the email.
Another approach is to add a script in the HTML code to call a webAPI on Appian using a service account. Not a good one tho, but can work if there is a dead end.
Thanks for sharing the details.
I am not sure if there is a way we can set an email address to trigger the Appian process model.
When I go through the documentation, it was saying
"If a single email contains links to multiple tasks, only the first task in the list of links can be completed".
But, in my case, I need to have 2 options/task, one for "Approve" and another one for "Reject".
Not whether it will fit to my scenario or not.
https://docs.appian.com/suite/help/22.1/Sending_an_Email_Message_to_a_Process.html It looks like it's a bit complicated, and I have to say that I've never personally done it myself, though I have seen it work on projects I was on.
This is why the recommendation was not task links. Also, this fails to meet your condition of users not having to log into Appian. The process models can receive emails and start regardless of whether anyone logs in, in addition to some of the other suggestions presented.