Hi everyone. Today I want to show you how you can setup Nintex Workflows Lazy Approval feature. The Lazy Approval feature allows your users to reply to mails sent by User Interaction Tasks (like Flexi Task) with a valid term to either Approve or Reject the Action.
Since this feature is pretty popular I thought I should post about how to set it up so you can enable this feature for your users.
- You will need an E-Mail Server for your test users. (I explained how to setup a simple Development Mail Server here.)
- Nintex Workflow installed on your SharePoint Web Servers (I blogged about this topic here.)
SMTP Server Installation
The first thing you need to do is to install the Windows Feature SMTP Server on your SharePoint Web Server (in my example the Web Server is called: sp.intranet.com).
Check the Advanced Settings in the Delivery Tab of IIS6 Manager if the FQDN of your SharePoint Web Server is entered correctly and you´re good to go.
Important: Make also sure that the Simple Mail Transfer Protocol services Startup Type is set to Automatic to make sure the service will be started when you reboot your server.
That´s it. Your SharePoint Web Server is ready.
Central Administration Settings
Open up your SharePoint Central Administration and open up the Incoming E-Mail Settings page.
Now choose Yes and Automatic for Enable Incoming E-Mail and click on OK.
Next go to the Outgoing E-Mail Settings page.
Now enter the name of your E-Mail server in the Outbound SMTP server text box. (I chose my Development Mail Server smtp.intranet.com I used in this blog post.)
Now go to your Nintex Workflow Management page and go to LazyApproval Settings and click on Enable / Disable LazyApproval for the current server farm.
Now enter the E-Mail address which shall be used by the Lazy Approval feature and click on OK.
After you have clicked on OK your will be redirected to the LazyApproval Settings page. On this page you can configure terms which your users can use to respond to workflow tasks.
That´s it. The Lazy Approval feature is now ready to use.
To test the Lazy Approval feature just create a new Nintex Workflow.
Add a Flexi task feature and open the Configuration page of the Flexi task.
Now check the check box next to Allow Lazy Approval and click on OK.
Now Publish your Workflow and start it.
Your users will receive a mail like the below one:
Now all your users need to do is to Reply on this mail with a valid term. For example: yes to Approve the task.
As you can see our Example Workflow took the Approve route as expected.
Here is the overview of the Workflow:
That´s it. It is as easy as this to enable Lazy Approval for your users. I hope you liked my post. See you next time.