Add instructions for To-dos Approval Request

[kim-lindgren]

I need to add instructions for a To-dos Approval Request for a particular catalog item. Every time the item is ordered, approvers need to know exactly which of the products in the item they need to approve.

The instructions need to be added to the To-dos interface in Employee Center.

I don't know if the Approval or Activity tabs at the bottom of the to-do can be manipulated for this somehow. Right now, Approval shows "Do you want to approve... [catalog item name]", Activity shows "Requested record not found". Changing the catalog item name to the name of the product being approved hardly seems like a good idea though.

All I have been able to do so far is to post a message to the "Additional information" log, but I have been told that the approvers are unlikely to look there.

[Marco0o1]

Hi @kim-lindgren ,

If you want the users follow a flow and they want to know in which process they are check this module in knowlearning:

 Playbooks and Process Automation Designer Fundamentals :

If you are interested in building or authoring cross-enterprise workflows in a single, unified process, you've come to the right place. Using a kanban board-like interface, you can provide end users with a task-oriented view or your process. In addition to PAD, you will use Playbooks to customize the default Playbook user experience to create a visualized business process workflow.

This course will focus on adding Playbooks to Agent Workspace and is specifically tailored to Agents, Process Owners, Workspace Administrators, and Citizen Developers. Spend some time engaging in the activity and knowledge checks for hands-on practice with these tools.

Hope that helpt you.

[kim-lindgren · Accepted solution]

Changing the short description for the task in Flow Designer solved the problem. It is the content of the Short Description that appears at the bottom of To-Do before the Approve button.