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Setup LazyApproval

Topic

Set up LazyApproval

LazyApproval allows users to respond to requests in real language, even when on the go and without access to the SharePoint portal.


Instructions

Setting up LazyApproval involves enabling LazyApproval for the server farm, configuring the LazyApproval alias for email, and optionally editing phrases recognized and ignored by the LazyApproval process.

To set up LazyApproval

  1. Ensure that SharePoint email prerequisites and Nintex Workflow email settings are configured.

    For more information, see Configure SharePoint email prerequisites and Configure Nintex Workflow email settings.

  2. Go to the LazyApproval Settings page:

    1. On the Central Administration Home page, click Nintex Administration and then click LazyApproval settings under Workflow environment.

    2. Click Enable / Disable LazyApproval for the current server farm.

      Note: The page displays a message if either of the following requirements is missing: email configuration for Nintex Workflow and incoming email for the farm. For more information, see Configure SharePoint email prerequisites and Configure Nintex Workflow email settings.

  3. Under Enable LazyApproval via email, select Yes.

  4. In the Email alias text box, enter a unique account name.

    The alias is the name that will be used as the email address that sends the notifications and accepts the LazyApproval replies. The domain is determined by the incoming email address for the farm. To view or edit this address, go to the Central Administration Home page, click System Settings, and then click Configure Incoming E-mail Settings.

    Example: lazyapproval@seattle-server2.example.com

    Note: Ensure that the email alias complies with standard SharePoint requirements for email-enabled document libraries and lists. For example, the email alias cannot have an inbox in Exchange as having one prevents transmission to SMTP.

    Note: Contacts in Active Directory are not required. There is no need for Directory Management Service.

  5. Click OK to save changes.

    Note: If the Reply To Address setting under Nintex Workflow > Global settings differs from the Alias setting, then Nintex updates the Reply To Address setting to match the Alias setting. These email settings must be identical for LazyApproval to function.

    The changes propagate to all servers within about 15 minutes.

    A list of phrases recognized and ignored by the LazyApproval process appears.

  6. Add, edit, or remove phrases at your discretion.

    • To add a recognized phrase, click Create a new LazyApproval term for the current server farm and enter the desired phrase and outcome.

    • To edit a recognized phrase, click the phrase, then change settings in the Edit LazyApproval Phrase page.

    • To remove a recognized phrase, click the phrase, then click Delete in the Edit LazyApproval Phrase page.

    • To add an ignored phrase, click Create a term to ignore and enter the desired phrase.

    • To remove an ignored phrase, click the Delete icon next to the phrase.

    The changes propagate to all servers within about 15 minutes.

  7. (Optional) To implement changes immediately, run the IISreset command.


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Version history
Revision #:
10 of 14
Last update:
‎09-09-2019 01:04 PM
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