Example: Enable Actions by Email for a Form Task

Follow an example to allow participants to complete a task through email.

Intended audience: Process designers, Process owners, Participants

Tags: Email notifications, Form Tasks, Actions by Email

This example demonstrates how to enable the Actions by Email setting for a Form Task. This feature allows process participants to complete tasks directly through email without logging into ProcessMaker Platform.

Enabling Actions by Email involves two steps:

1. Create an Email Screen that will be displayed to process participants.

2. Select the Email Screen in the configuration of a Form Task or Manual Task.

Create an Email Screen

To enable Actions by Email for a task, an email screen must be created that will be displayed to the participant. This screen should provide the recipient with enough information to make an informed decision and take action on the task.

An E-mail screen can have the following controls:

• Rich Text control

• Record List control

• Link URL control

• Submit Button control

For more information, see Screen Types. Watch the following video to learn how to create an email screen.

For detailed information on creating screens, see Screen Builder.

Complete Actions by Email Configuration

After an email screen has been selected, follow the instruction in the following video to complete the Actions by Email configuration and run a Case of the process.

For detailed information on Actions by Email configuration, see Form Task Email Configuration.