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Email approvals for Creatio

An ability to approva via email
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Email approvals for Creatio allows for making approval via email without login to Creatio.

    Use cases:

    The app helps Creatio users making their approvals faster and more easily.

    Key features:

    • a 'Send email with approval' user task that allows sending an email with approval.

    Notes:

    A setup of anonymous service is required to start working with the app.

    Support conditions

    This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.

    Price
    Free
    Product compatibility
    Product
    Service
    Version
    7.17 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Framework
    Guides and manuals
    • Please setup anonymous service (if your Creatio instance is located in cloud, please request to setup these settings from Creatio support):

    1. Copy to folder ..\Terrasoft.WebApp\ServiceModel\ file GlbEmailApprovalService.svc
    2. Add to ..\Terrasoft.WebApp\Web.config :

      <location path="ServiceModel/GlbEmailApprovalService.svc">
        <system.web>
          <authorization>
            <allow users="*" />
          </authorization>
        </system.web>
      </location>

    and at the end of AllowedLocations - ";ServiceModel/GlbEmailApprovalService.svc"

    3. Add to ..\Terrasoft.WebApp\ServiceModel\http and ..\Terrasoft.WebApp\ServiceModel\https in file services.config :

        <service name="Terrasoft.Configuration.GlbEmailApprovalService.GlbEmailApprovalService">
            <endpoint name="GlbEmailApprovalServiceEndPoint"
                address=""
                binding="webHttpBinding"
                behaviorConfiguration="RestServiceBehavior"
                bindingNamespace="http://Terrasoft.WebApp.ServiceModel"
                contract="Terrasoft.Configuration.GlbEmailApprovalService.GlbEmailApprovalService" />
        </service>

    • Activate the 'UseAsyncEmailSender' feature.
    • Setup approval buttons in the 'Approval result email items' lookup.
    • Use the '[#@Invoke.GlbApprovalLinksGenerator#]' macro to add approval buttons in an email.
    • Use the 'Send email with approval' user task in a business process to send email with approval. Note that you should add a package dependency with the 'GlbEmailApproval' package.

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