Maximo

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Email Interaction Setup

  • 1.  Email Interaction Setup

    Posted 4 days ago
    Hi,

    In the email interaction setup, the email received by the approver is in text format with a list option. Is it possible by the way of configuration to have this email in HTML format with buttons available as the options instead of the list? If this is not possible, what is the level of customization and how this can be achieved?

    Regards,

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    Priyaranjandas Kolambkar
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  • 2.  RE: Email Interaction Setup

    Posted 3 days ago
    It's not a configuration option and I think would be significantly involved to implement.

    What I would suggest is ignoring email interaction entirely if you want to use buttons and just send a communication that has the buttons you need. From there you would have to come up with a design depending on what you need to do. For example, interacting with Maximo via the REST API or simply providing a link that will open a browser tab to that record with the change status dialog open where the user would have to take action. Microsoft has been pushing adaptive cards (https://docs.microsoft.com/en-us/outlook/actionable-messages/adaptive-card and https://docs.microsoft.com/en-us/microsoftteams/platform/task-modules-and-cards/cards/universal-actions-for-adaptive-cards/overview?tabs=mobile) but there are other options too I'm sure. I would probably use a framework like this to give it a professional look and build in any logic you need. If you want to use the REST API, I would recommend hitting a service you control in the middle to make the request. Anything client side can be intercepted so there's not a good way to do it securely otherwise.

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    Steven Shull
    Director of Development
    Projetech Inc
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  • 3.  RE: Email Interaction Setup

    Posted 3 days ago
    Edited by Priyaranjandas Kolambkar 2 days ago
    Thank you Steven.

    The requirement is for Senior Executives to be able to approve a record by replying to an email, without the need to login to the system. The email interaction setup actually matches the requirement, but we have been asked if the aesthetics of the email can be modified, by providing buttons instead of the number option. So if they click the button, then it will simulate the "Reply" feature of the email, with the original email and the relevant option number in the body of the reply.

    We had customized this in 7.1, but would like to know if something similar can be done by configuring the email interaction setup. I am able to display the button, but wondering how the "Reply" feature can be simulated on the click of the button with the relevant option in the body of the reply. Can it be easily achievable?

    Edit: Updating the email format in the person profile fixed the email format. By default it was set to 2 (advanced), I changed it to 1 (Simple). Will post any further updates. 

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    Priyaranjandas Kolambkar
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