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New Participant
May 24, 2024
3. Existing Functionality/Native Skill

Request Approval Details

  • May 24, 2024
  • 4 replies
  • 34 views

Request approval types do not display enough information to provide immediate approval through the bot without using the view details and opening into the Technology Portal to view the request information. We are proposing that the additional details also be provided in the Approval notification via the BOT. This will provide the approver the needed information to approve or deny the Request within the BOT.

Especially, when Manager is away from the office and using their mobile application, this feature would be greatly beneficial. 

This occurs with the generic from for request.

 

4 replies

dluckadoo
Employee
May 28, 2024

@cckuczynski could you provide more details about the kinds of information you’d like to add to the approval notifications? Approval notifications are configurable today and can be modified to include information as required by your business processes.

Dray

Dray
New Participant
May 28, 2024

We would like to see the details that are in the Request form.  There are no details sent by the bot when the generic form is used. The approver has no information to base the approval upon. 

If you have access to our instance, i had submitted an enhancement with screen shots through that method with additional information and clarification.

dluckadoo
Employee
May 29, 2024

This is certainly doable with the existing configuration options. I would recommend working with your Customer Success team to get these changes implemented!

Dray

Dray
dluckadoo
Employee
May 29, 2024
1. New3. Existing Functionality/Native Skill
Dray