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:
Create an Email Screen that will be displayed to the participants.
Select the Email Screen in the configuration of a Form Task or Manual Task.
Intended audience: Process designers, Process owners, Participants
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 product tour 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 this product tour 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.