Define an Approval E-mail
Use the Approvals page of the Approval Editor to define an e-mail that is sent to Approver(s) when approval is needed (using a One-Step Action). CSM provides an OOTB Approval e-mail that can be customized to fit the needs of your Approval process.
To define an Approval e-mail:
- Open the Approval Editor.
- Click the Approvals page.
- Select the Notify Approver by E-mail check box below the Approvals list, and then click the Edit button.
- Edit the
e-mail contents:
- Provide
text. Click the selector button
(or right-click in the contents area) to insert
Tokens (Fields,
Expressions,
system
functions,
Stored
Values, and variables) directly into the text.
- Provide
text. Click the selector button
- Define additional e-mail properties:
- Attach to current <Business Object> History: Select this check box to attach the e-mail to the current record (ex: Current Incident, current Problem, etc.) as a Journal - Mail History record.
- Attach to recipients: Select this check box to attach the e-mail
to the Customer Records associated with recipients in the To, Cc, or Bcc lines.
Then, click the
Options button to define which Customer
Records to attach the e-mail to.
Note: For more information about e-mail history options, refer to Define Where to Store E-mail History.
-
Click OK.
- Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.