Approval Flows Builder: Messaging section
From the Messaging section of the Approval Flows Builder, you can select how users will enter their reasoning when requesting an action or denying an action. Both the Request Reason and the Denial Reason will be defaulted to No Response.
To edit each, follow the steps below.
- Select the Edit button next to the preferred reason.
- In the slide-out drawer that opens, select one of the available responses, which include:
- No Response – No reasoning will be requested.
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Free-Text – An open-text field to enter a reason will be requested.
- Note: You have the option to mark this response as required. To do so, toggle on Response Required.
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Custom List – A drop-down list to select from will be requested.
- Note: You have the option to mark this response as required. To do so, toggle on Response Required. This response will also include a language selector, if Multilingual is enabled for your account.
- If you selected Custom List, then you will need to enter in all of the options within this list for the employee to select. Enter in the first response and then select + Add Message to add any number of responses to the list. If the Multilingual feature is enabled for your account, then you can configure custom messages by individual language. Click here to learn more.
- Note: Once more than one response is entered, all options will display trash can icons that, when clicked, will remove the response as needed. At least one response is required for this selection.
- Select Save to close the slide-out drawer.
- Select Publish in the bottom left corner of the page to finalize the approval flow.
IMPORTANT NOTE BEFORE PUBLISHING: The below two conditions must be met; otherwise, the system will display an error (e.g., "Default Approver is required") and prevent publishing, even if a default approver is selected.
- At least one job must match the targeting rules defined here.
- At least one valid user in the assigned approver role must have permissions to the targeted job/location.
When completed, then users are able to submit their approvals!