Approval Email Notifications
Primentra mails the approvers when a request arrives, and the submitter when a decision is made. Both need a working SMTP connection.
Prerequisites
| Setting | Where | Why |
|---|---|---|
| SMTP connection | General Settings → Email | Without it no approval mail is sent |
| Application URL | General Settings → General | The link in the mail. Without it the mail links to http://localhost:5173 |
See Email & Notifications for the SMTP settings and the test mail.
On submission
Every assigned approver whose Receives email toggle is on gets a mail. Approvers with the toggle off see the request in the queue, but are not mailed.
The mail contains:
- Who submitted the change, and to which entity
- A change summary: new records, updates and deletions
- The submitter's note, when there is one
- Also notified — the other approvers who received the same mail
- A Review and decide button that opens
{Application URL}/approvals
On a decision
The submitter gets one mail per decision.
| Decision | Subject line | Extra content |
|---|---|---|
| Approved | Your changes have been approved | Confirms the changes are live |
| Force approved | Same as approved | The administrator is named as the reviewer |
| Returned | Returned for revision | Rows unlocked, correct and submit again |
| Rejected | Your changes have been rejected | Rows unlocked, submit a new request if still needed |
The reviewer's comment is included whenever there is one. It is required for Send back and Reject, so those mails always carry a reason.
Delivery
Mail is sent in the background. A decision is never blocked by a mail server: if sending fails, the decision still stands and the failure is written to the error log. Check the log when an approver reports missing mails, and send a test mail from General Settings → Email.
Related
- Email & Notifications — SMTP settings and the test mail
- Configuring Approvers — the per-approver email toggle
- General Settings — the Application URL
- Role: Submitter — what to do with a returned request