Show Approve and Reject Options in Notifications

Users can approve or reject workflow tasks from email notifications or in-app notifications, for example the notifications list in the global header. Here's how you make sure that the Approve and Reject options appear in notifications for certain tasks.

  1. In the Setup and Maintenance work area, go to the Manage Task Configurations task in the Application Extensions functional area. Or, depending on your offering, you might use a different functional area or another approval setup task.

  2. In BPM Worklist, on the Task Configuration tab, search for the workflow task in the Tasks to be configured pane.

  3. Select the task from the search results and click the Edit task icon in the toolbar.

  4. Click the Access subtab.

  5. In the Actions section, select No Signature Required for the Signature Policy list, if it's not set that way already.

  6. Click the Configuration subtab.

  7. In the Approval Pre-conditions section, select Optional for the Approve and Reject lists.

  8. Make sure that the Perform update outcome only from task form check box isn't selected.

  9. Click the Commit task icon in the Tasks to be configured toolbar when you're ready to roll out your changes.