Respond

The Respond page provides a list of indexed and archived items that are still open and require a response. The application links to the default email client or the URL specified in the URL of Business System field in the Inbound Profile record for you to be able to respond to the message. You can only access this page if you have Workflow Close permission for the Inbound Profiles that you working on. Also, the Inbound Profile needs to have the Workflow Respond option enabled.

To view/update the URL of Business System: Select Home > Operational Settings > Inbound Profiles. Click an Inbound Profile in the Name column. Once the Inbound Profile Settings page is displayed, scroll to the Workflow Settings section and view/update the URL of the Business System field. If you wish to include the Workflow item ID as a parameter to the specified URL, tick Append Workflow Item ID to URL.

To display this page, select Workflow on the Home page. In the Workflow Entry screen, select an Inbound Profile that you want to process and then select Prepare response to message from the Select a workflow task drop-down list.

The page displays a list of messages including different fields. For a description of the fields, refer to Common fields for Workflow pages.

From the Respond page, you can:

  • Select a search category from the drop-down list and enter search criteria in the For field. Then click the Search icon to filter the records.
  • Click the icons under the Respond field to access the default email client or URL of the business system.
  • Click the icons under the Close field to close the workflow.
  • Click the icon under the View Message column to view the message.
  • Hover over number to display Workflow Stage description.

Preparation for the launch of the email client is done by providing an intermediary page where you can opt to open the local email client or rollback changes made to the message. Click on the Please click here to continue link to open the local email client, or click Rollback Changes to cancel changes.