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hello, im trying to add an email approval to an ap...
# suiteflow
j
hello, im trying to add an email approval to an approval flow and i cant get the "accept" or "reject" buttons to work on the email. can someone give me a hand?
m
How are you adding the buttons? And are you getting an error message?
j
im trying to add the buttons in the email template builder and no they just arent showing up
truth be told im having a generally rough time getting any of the fields on the template. but those two are the most important
@MGBC how do i add the button at all. all im able to add is fields
c
Interesting. It never even occurred to me that you could add approve/reject buttons to emails and have them work
j
ive seen it done and i set one up a long time ago but this is proving to be more difficult. the use case for this is our vendor bills. we send them out for approval to the department thats responsible for paying it. and they have requested that they be able to approve right through the email
k
I only seen these buttons done via script. Iā€™d love to know if there is a functional solution
e
A long time ago I was looking for email approvals using a combination of SuiteFlow and SuiteScript. Never worked for me.
m
Yes I've never been able to add buttons without scripting either. I think it's because it depends on the browser and email client the recipient is using. I think different email providers support different types of html attributes. The best thing I've been able to do is to put a text in the body of the email that says "Reply to this email with "Approved"
Then you just have to trust that people follow directions and put the correct text in the email body they reply wiht
It works fairly well for internal approvals, but if your'e sending to external people you get all sorts of responses
e
Using email capture or only scripting @MGBC?
m
No there is no scripting involved. If you have the Capture Email replies feature enabled, any reply to an email sent from NetSuite will be captured under the communication subtab of the record. Then make a saved search for transactions with Messages containing "Approved" in the body
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then use that saved search as the condition for a scheduled workflow or scheduled transition and transistion your workflow to approved
e
Nice
But I have multi-steps approvals... The saved search would need to search for current approver email... It's interesting
Email Approval is an area of opportunity for NetSuite. I'm also thinking about a Slack chatbot for internal approvals.
m
It's a little bit of a hack, but if you are just capturing internal approvals you can also put other criteria like next approver email must match author email or somthing like that
e
Exactly that I think
m
or the domain of the email must include you rcompany domain or something
a lot of other validtaion you can do, but the more criteria you add the more chances you have for it to fail, so just keep a nice balance
again it's not a bulletproof solution but i've gotten it to work successfully for many people and they don't have too many issues with ti
k
email must exist in NS even if it is a not licensed user, correct?
m
@Karina which email are you referring to?
k
@MGBC - email address of approvers
m
Oh yes...kind of. Usually I store the email address of who it is getting sent to on the Transaction Record somewhere. Then compare the author email, to that transaction field. In the case of multi approval it would probably be better to compare to the Next Approver.Email to the author email, so yes in the instance of an internal approval process it is probably best that the emails exist in Netsuite even if they don't have access
If sending to a customer to approve or outside user, then probably make a field on the transaction to hold the email address and compare the author email to that
k
Agree @MGBC, thank you!
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