Adding html text to an Approval before it is sent to the approver when a specific item is ordered

Lon Landry4
Mega Sage

I am working on a flow in Flow Designer.
I am looking to find a way to add html text to an Approval Email Notification before it is sent to the approver for a specific catalog item.
ItemIssueAproval.png

 

Is it possible to add text to the Approval before it is sent to the approver?
if so, How?

Thanks for your time,

Lon

 

 

13 REPLIES 13

Hello,

Yes, to clarify, when I said the approval action is sending the notification...it's creating the approval record...which is then sending the notification. The point of my reply was to say that the approval action wasn't the notification, the notification is located somewhere else and that is what you were wanting to adjust...so that is where I'm focused on trying to help.

 

I don't believe it's fully necessary to go down a technical rabbit hole picking through my reply on a separate piece when the issue the author is needing help with is something else and what I said was taken out of context.


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Lon Landry4
Mega Sage

All of your replies have been very helpful.

Ok, great, when you get a moment, please mark those replies as Helpful if so.

In any case, back to your actual issue, whenever an approval is needed and the record is created, an event if fired in the system called: approval.inserted

That is tied to a specific notification such as: 

AllenAndreas_0-1678385322372.png

That is the notification that is then sent out. If you're saying you need to add HTML/text to that notification, but you can't edit the out of box notification for some reason, then you can consider another option, such as using a business rule to intercept the email before it's fully sent and add in the text.

 

When you first posted your question...you did not say that you can't edit the out of box notification. So telling us that, help us...help you.

 

Creating a second notification to go out as well, I don't think is a wise idea, or is it good? That's up to you to decide. You can make an exact copy, as I mentioned above, and then we can adjust things from there to help one go out versus the other.

 


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Lon Landry4
Mega Sage

I have not marked this solution with Accept as Solution because I have not been able to get a working example. Part of my issue is that the Manual approver action available in Workflow does not have an exact match in Flow designer. My requirement is for any user including those without the approver_user role to approve or reject via email. Once approved or rejected additional actions are triggered. This does not seem possible using flow designer.