How to configure the rejection email on an authorisation workflow?

This article covers how to set the rejection email on an authorisation workflow in iplicit. The setting controls which email template fires when a workflow is rejected (sometimes called declined or refused). 

Before you start

The rejection email template already exists on the Communication setup page. This can be found on the communication set up screen, it is called Authorisation - rejected (generic).

Configuring the rejection email on an authorisation workflow

1. Navigate to Authorisation workflows
2. Select the workflow you want to configure
3. Locate the 'Communications' section on the workflow
4. In the 'Reject' field, select the email template you want to send when this workflow is rejected
5. Confirm the other communication fields are set correctly:
   • 'Send' fires when a request is sent for approval
   • 'Approve' fires when a request is approved
   • 'Catch' fires when there is a problem with the workflow
   • 'Reject' fires when the workflow is rejected
6. Select 'Submit' to save the workflow, or 'Create as draft' if you are not ready to publish.

Opening the template from the workflow

To jump straight to the template configuration from the workflow, hold CTRL and click the template name in the 'Reject' field. This opens the Communication setup page for that template.

If the rejection email is not sending

Check the following:

• The 'Reject' field on the workflow has a template selected, not left blank
• The workflow revision containing the rejection email is the active revision, not an earlier one
• The template itself is active on the Communication setup page
• The user expected to receive the email has a valid email address on their user account.

If the email still does not send, contact iplicit support.