Task Preview / Add-ins for Microsoft Outlook

6 replies
12 views

Hi Everyone,

I am having the following scenario, we need to send an email user , In the email body we should show the form with approve and reject option for a request.

Business requirement: we should not create Appian account for the user, and they should be completing the task from outlook email body itself, without logging into Appian.

I have tried the steps mentioned in Task Viewer Add-in for Microsoft Outlook - Appian 22.2 but I when I click on the task link , user is navigated to Appian Environment.

FYI: I can see task viewer add-in was added to my account.

A

amitkumars5997

New Participant

Do we have any solution/answer to the above query.

Thanks

stefanhelzle0001

Brainy

AFAIK this scenario is not supported.

A

amitkumars5997

New Participant

Hi Stefan,

if we install the add-in in our outlook, would the user be able to use outlook mail app on mobile or any further modifications/steps required. could you pls clarify.

Thanks

mathieud0001

Genius

It is not possible to use this feature without a user account.

karthikk538

Inspiring

Hi,

1. Ideally this can be done via task link sent over email, I don't think you will be able to do this without logging into Appian environment after click of the link.

2. Alternate solution i can think of is reply to an email with Approved or Reject, which will eventually trigger the process model which will allow public events to fire, and parse the text from email and store in the DB.

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