{Template 2} Email Approval shows how to add an approval process to {Template 1} My First Workflow. This could be a sales response scenario where a seller requests that an email be sent to a potential customer with their customized introduction. The email requires approval as it may include detailed specifications or discount offers that are only offered to select customers.
A similar manual approval process would tend to be inconsistent as each request and reply would be handled in a slightly different manner. This can result in lost time, missed opportunities and false starts.
With an automated system based on this template, you can create a consistent process where each request for information is met with a best practice response. From here you can add a couple actions and connectors to create a quick prototype of almost any forms-based approval process.
This workflow supports an online “Request to send information” by collecting a recipient email address and message, as well as a reviewer’s email address. If the reviewer approves, the workflow sends the message to the recipient.
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For detailed instructions on configuring and publishing your workflow follow this guide in the product documentation.
The following Workflow templates are available from Nintex Xchange:
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