Creating a Playbook with Approval Links and Timeout Handling
First, you need an action that sends the approval link to the relevant person. The best way to do this is with a Send Email action, as it allows you to embed the approval link directly in the message. See more in Public Documentation. Next, you must create a dummy action, such as Case Comment, that will be the target of the approval link as displayed below Within this action, set the "If step fails" setting to "Skip step." This is critical for handling timeouts. If the recipient doesn't click the link within the "Time to respond" (e.g., 5 minutes), the action will "fail," but the playbook won't stop. Instead, it will skip this action and continue to the next step, allowing you to handle the timeout scenario. After your dummy approval action, add a Condition Flow to handle the different outcomes: approved, declined, or timed out. How it works: Approved: If the recipient clicks the approval link from the email, the dummy action (Siemplify_CaseComment_1 in this example) will execute s
