How to add "more info" on approval email

pramodkumar
Tera Expert

Hi All,

In the approval email, we have approve and reject links. I wanted to add new link, "More Info" and when clicked users should be able to ask for questions in email and those questions should be added to either worknotes or additional comments of the actual request record not approval record. How can we achieve this?

 

 

Thanks! 

1 REPLY 1

Uncle Rob
Kilo Patron

Those Approve/Reject links only really open a new email and generate a Subject that other Inbound Actions are listening for.  You can find examples in the Notifications and Inbound Actions to learn how to duplicate for "More Info"

The REAL trick will be isolating the most appropriate place to do the more-info ask.
So there's two type of approvals, ONLY Group Approvals are tasks, and therefore have the comments and work notes fields.  non-group Approvals don't have such features.  
Further, you have to assess what record the approval-asker THINKS they're looking at.  It may be faster/easier to put the more info questions into the comments/worknotes of the Task the Approval is for.
Then you're going to need to ensure existing (or new) notifications include everyone necessary on reply chains.
Its NOT a given that simply replying to comments/worknotes will send that info back to the approver requesting more info.