Question

Email Approvals

Forms

Updated April 1, 2017

asked on March 10, 2017 • Show version history

We have configured our Laserfiche forms server with an account dedicated for email approvals, let's call it "apr@email.com". The settings are all in place and the "Test Connection" button doesn't return any errors.

I built an LF form and ensured that the checkbox for "Allow direct approval" is checked. I assigned this form to myself.

When I receive the form submission I reply to the account apr@email.com with the subject "RE: Approve" and body "Approve". Nothing happens. We have set the polling to 1 minute but the process remains in progress.

Following another article from Laserfiche I noticed that we might be using the wrong keyword. See this link. https://www.laserfiche.com/ecmblog/three-amazing-new-features-in-laserfiche-forms-9-1/

In that link it says to use keyword "approved". I tried that, "RE: approved" and body "approved" but same thing, process remains in progress.

The folder matches the one in the settings; we left it as "inbox" and did not apply any routing rules to the incoming emails.

What are we missing?

Thank you,

Raul Gonzalez

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Replies

replied on March 12, 2017

The action you should replied should just match what the email notification says. There is known issue that use the "inbox" as the folder to put the reference emails may not work. You should use a separate folder as https://answers.laserfiche.com/questions/47902/How-do-you-directly-approve-a-form-from-an-email#76510 suggested.

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replied on March 29, 2017

You should add rule to move the email that is sent from the email address configured on the email notification server to a specific folder. Can you confirm whether these email is changed to read status after wait for 5 minutes? And did you get any error in event log?

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replied on March 30, 2017

Well, after moving the different settings now it works for some co-workers and for me I get back an email with an error.

The error is (The previous email approval (action: Approve) failed. Either the task has already been performed or you cannot perform approval actions.)

What do you make of this error?

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replied on April 1, 2017

If you receive such error that means the email approval service is processing your replied emails, you may get this error if the referenced email routed to specific folder has been marked as read or the task your tried to approve is actually approved. You can test this again:

1. start an instance and check you receive an email notification and check there is an reference email in the specific folder you configured received for the email approval account as well.

2. reply the email you received, and check your replied email goes to the Inbox folder for the email approval account.

3. check both your replied email and the reference email is in unread status

4. wait for the interval you configured, then check both the two emails in the email approval account get read, then the email approval is processed.

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replied on March 13, 2017

MMMM. I'm readying that post from the link you provided and it seems that it's actually suggested to use the "inbox" for testing. What seemed to work in that post is changing the polling from 1 - 5 minutes.

I'll try switching the different setting suggested there to see if one works for us; as it seems that different systems work with different settings.

Thanks Xiuhong, I'll keep this post updated to inform what worked and what didn't work for us.

Thanks,

Raul Gonzalez

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Email Approvals

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