HappyFox Workflows can help you automate your approval process with email. The approvers can take decisions from within their inbox and the subsequent steps are automated using workflow automation. Here’s how you do it. 

Configure the Email Approval Workflow :

1. Log into your Workflows account and create a new Workflow

2. Choose the required trigger.

3. Add the Request Approval action. 

4. Configure all of the action parameters as per your business process needs. 

• Select the Platform as Email.

• Now enter the email id of the approvers in the Approvers field, one or more approver email ids can be added to this field.

• Set the Approval required from field now, this field determines how the approval has to be executed.

• Please find the list of options and their corresponding execution style below,

  • Everyone: All approvers must approve the request for the approval to be granted. Even if one approver declines, the request is considered to be declined.

  • Majority: At least 50% or more approvers have to approve the request for the approval to be granted.

  • Anyone: Even if one approver approves, the final decision is considered Approved. When all approvers decline, the final decision is considered declined.

  • First responder - The decision taken by the first approver to respond is considered the Final decision.

• Now enter the message that will be shared with the approvers. Try to give some context about the request so that the approvers can make their choice.

• Now Save and test the action. If successful you will be able to see the Approved and Declined blocks.

5. Inside the Approval and Declined blocks, you can add further actions as required. For instance, you can set the ticket status to closed as soon the approval request is accepted.

6. Once all the required actions are configured, save and enable the Workflow.

7. Now every time this workflow is triggered, the approvers will receive an email for their decision.