Contents
- LazyApproval
- Enabling the LazyApproval feature
- Setting the LazyApproval function in the workflow “Platform Assign a task to perform”
DocTrix Platform for SharePoint 2013
- General information
- Organizational structure settings
- Departments
- Roles
- Employees
- Search for items in the organizational structure
- Export organizational structure
- Import Organizational structure
- Integration of organizational structure with external data sources
- Import organizational structure from external sources
- Platform: General Settings
- Platform: Workflow Settings
- Platform: Nintex Workflow Settings
- Platform: Managing Subordinate Lists
- Platform: Linked task list settings
- Platform: Linked discussion settings
- Platform: Field availability settings
- Platform: Dynamic field settings
- Platform: Forms Designer
- Platform: List Counters Settings
- Platform: Export to Word settings for item
- Platform: Export to Word settings for list
- Platform: Fields lookup settings
- Platform: Control of data uniqueness
- Platform: Back references
- Platform: Ribbon button settings
- Platform: Buttons settings
- Platform: Tabs settings
- Platform: Item linking settings
- Platform: Manage an access to List Views
- Platform: Setting Preview Options
- Platform: Column width settings
- Platform: Highlighting list items
- Platform: List view filter settings
- Platform: QR-codes and Watermarks printing settings
- Platform: Electronic signature settings
- Platform: Required fields settings
- Platform: Item task display settings
- Platform: Calculated parameters of condition editor
- Platform: Passing Values Management
- Platform: Item access management
LazyApproval
LazyApproval
The LazyApproval function allows you to complete tasks from an e-mail without needing to log into the System. To do this, it is enough to respond to the notification system, indicating in the notification one of the code phrases and the required comment. The subject of the notification contains an identifier that uniquely defining the task. Upon receipt of the notification, the system determines the task and the required result from the user’s response. After that System automatically completes the task with the required result.
Enabling the LazyApproval feature
You need to activate the LazyApproval settings in the «Nintex Workflow Management» section to enable the function in the Administration Center. Then go to the «LazyApproval Settings» page in the «Platform Management» section:
In the form that opens, fill in the parameters «Reply e-mail:» and «E-mail address». Answers will be sent to the specified e-mail to complete the tasks using LazyApproval.
Setting the LazyApproval function in the workflow “Platform Assign a task to perform”
After activating the function in the Administration Center in the workflow «Platform Assign to-do task» an additional parameter «Allow LazyApproval use». Set the parameter value to «Yes». The following parameters will be available on the form:
- Task status. Allows you to select options for completing the task, which will be available on the notification form as buttons.
- Comment field. Allows you to select a «Multiple lines of text» type field in which will be saved the comment specified in the message body when completing a task with LazyApproval.
- A field for storing recipients of a copy of the letter. Allows you to select a field of the type «Platform: Person or Group» in which will be saved the accounts of the employees indicated in the copy of the message when completing the task with LazyApproval.
- Address list for storing LazyApproval keys. Allows you to select a list in which task completion keys will be stored using LazyApproval.
An example of a notification with a configured LazyApproval function is shown in the figure:
This feature is enabled and configured separately for each type of task for each type of document.