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Question

Question

Update metadata buttons in e-mail

Workflow Version 9 Web Client Connector
Updated October 23, 2015
asked on October 22, 2015

Is there a way to create a button in an e-mail that gets sent out via workflow through the e-mail activity to have an update button for metadata? The example is that if there is an approval field that needs to be changed to approve or denied could the e-mail have some sort of customization to update the metadata field without having to log into the client or Web Access. If not we can just have a button or a link that would open to Web Access instead so the user can change the metadata field directly on the document. Also, would the Laserfiche connector be able to do this?

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replied on October 23, 2015 • Show version history

Hi Cristobal,

Having a button change metadata directly from an email is a security risk and generally not supported (you would have to pass credentials through the email). However, you can use the "Generate WebAccess URLs" activity in Workflow to insert an entry's link into an email. Find more information on Web Access URLs here.

Once you have the URL, you can insert it into the email as a hyperlink using the following HTML:

<a href="URL">Link Text</a>

 

For more information on hyperlinks, click here.

If you want to add a button instead of a hyperlink, you can find more information here.

 

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