Email templates with actionable links

To close an alert, task or notification from the email notifications, the email template for the Activities engine must be customized to include actionable links.

Include the placeholder <_URL_TO_INBOX> in an anchor tag to insert a link to the Infor Inbox application. If an action must be taken immediately, append these URL parameters:

  • &action=Done to close an alert, a task that uses the standard Done action, or a notification.
  • &customActionName= the parameter name as used in the task model to hold the action result.
  • &customActionValue= the button value that was modeled in the task properties from the workflow model.

To allow the Done action to be taken from an email, you can include this code in the email template. For example:

<table><tr><td width="200" style="vertical-align:bottom" align="right" ><a style="font-family: verdana, 'trebuchet ms'; font-size: 12px; margin-right: 5px" href="<_URL_TO_INBOX_>&action=Done">Mark as Done</a></td></tr></table>

The link is displayed as "Mark as Done".

To take custom actions such as Approve and Reject from the email, you can include this code in the email template. The task action can be stored in the workflow parameter “result” and the button values can be approved and rejected. For example:

<table><tr><td width="200" style="vertical-align:bottom" align="right" ><a style="font-family: verdana, 'trebuchet ms'; font-size: 12px; margin-right: 5px" href="<_URL_TO_INBOX_>&customActionName=result&customActionValue=approved">Approve</a></td><td width="200" style="vertical-align:bottom" align="right" ><a style="font-family: verdana, 'trebuchet ms'; font-size: 12px; margin-right: 5px" href="<_URL_TO_INBOX_>&customActionName=result&customActionValue=rejected">Reject</a></td></tr></table>

The links are displayed as Approve and Reject.

You can use any label for the links in the email. If you use translated email templates, each language folder should contain a copy of the customized email template. The actionable link labels can be written in the applicable language.

When clicking an actionable link from an email, you are redirected to the Infor Ming.le Portal. When required, you are prompted to log in. The Infor Inbox application is loaded and a confirmation message is displayed. The same validations apply as for taking actions from Infor Inbox, such as:

  • The user must be in the distribution list of the task, alert of notification.

  • The activity must not be assigned to another user.

  • The activity must not be closed by another user.

Actions cannot be taken when one of the validations is not applied, or if the configured values in the email template are incorrect. An information message specific to the situation is displayed.

The feature of actionable links from email applies to these activities:

  • Tasks with the standard Done action.

  • Tasks with custom actions.

  • Tasks with Approve or Reject actions that are generated from the Task Chain step.

  • Alerts with the standard Done action.

  • Notifications with the standard Done action.

Mind these notes:

  • In the Infor Inbox and Notification List widget, the standard action for Notifications is displayed as Remove. This can also be used as the link label in the email.

  • The Resolve action is not supported as an actionable link in emails for alerts.