Email interaction configurations

The object status change configuration updates the status of a target object. The email recipient receives an email for each status update and replies with an instruction that updates the status of the object. The workflow assignment configuration uses task nodes in a workflow assignment to send assignment information. The email recipient receives an email for each assignment and replies with an instruction to accept or reject the assignment.

Object status change configurations

To enable the object status change configuration, you select a target object to interact with. The target object must have a communication log relationship. When the object status change configuration is active, the email recipient receives an email with a list of values associated with a status change option. The email recipient selects a value from the list and places the value in the first line of the reply email. The email listener processes the update and the status of the target object changes according to the value that is specified in the reply email. Optionally, you can configure the object status change so that the email recipient receives an email that confirms that their choice was processed.

Workflow assignment configurations

To enable the workflow assignment configuration, you select a workflow process and nodes within that process to interact with. The workflow object must have a communication log relationship. When the workflow assignment configuration is active, the email recipient receives an email that indicates that a task is assigned to their role. The email recipient replies by sending an email with an instruction on how to proceed. The email listener processes the update and moves the workflow on to the next task. Optionally, you can configure the workflow assignment so that the email recipient receives an email that confirms that their choice was processed.



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