Hi Everyone,
My Requirement is in a HRMS - an Email will be sent to the manager when a Leave is applied by an employee from the process Model, The Email body will have links(buttons). If the manager clicks on a certain link to reply, the particular process(approval / rejection) should be triggered. The first email gets sent from one process model (leave submission). The manager approval process is a different one (manager approval). Tried executing with the available documentation but, succeeded in capturing the mail data if typed and sent by the manager and not able to implement on click of link in the first mail. Kindly let me know the steps if anyone has implemented
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You cannot trigger any action in Appian from a link in an email. Why not assign a task? Then the manager can navigate to the task and approve.
Hi Swetha, from my understanding you have to generate an email with task link to approve or reject. What you can do is, As soon as anyone applies for leave then divide the path into two different paths using AND gateway. One will have a timer(delay) to wait for Approval task to generate the task ID and send email node and another path will be your approval task . Once you get the task ID then you can pass this task ID in your email body generate the task link.
Hi & Thank you for your prompt replies. The above is the sample mail which I mentioned and would be helpful if you could provide me with more resources on achieving the functionality. Not worked with the 'tasks' concept till now. but will sure read more on that.
Hi swethai0002, you can start with below link,
https://docs.appian.com/suite/help/21.4/Sending_an_Email_Message_to_a_Process.html
Working with tasks is a one of the most important features in Appian. I highly recommend to attend the online trainings and read the documentation.
Yeah I will. Thank you again
Yeah I am doing the earlier said functionality using Sending_an_Email_Message_to_a_Process. only the process model captures the data sent to the UUID like the screeshot of a sent mail .
But I need to implement the mail like on reply to the mail, when they click on the link, the process to be triggered.
Hi swethai0002, To achieve your requirement , you would need a html template for your Send email Node configuration and then from your main process you can provide all details like ID,name,leaveType and other details into the template. In the same html you can configure a hyperlink as well for the task which wil be used for Approve and Reject. This link will direct user to open task in the browser and then they can take their actions. And if you want to provide Approve or Reject directly in email then you can check out these two links. its up to you how you proceed.
https://docs.appian.com/suite/help/21.4/Task_Viewer_Add-in_for_Microsoft_Outlook.html