I’m new to Gravity Flow. I have a workflow set up with two approval levels. I want the first approver to add information (an Account Code) to the process. I have created two fields that are “Administrative” only (under Advanced | Visibility | Administrative).
I’m having two problems.
The email that goes to the first approver has an “Approve” OR “Reject” button, but no way to add an Account code. There is also no link to the website
If they do get to the Inbox on the website, and have approved, there is simply a message that they have nothing to approve.
There doesn’t seem to be a way for the Approver to add notes. (Similar as the Account Code issue as I have a Note field that is Administrative view only).
Here are the Direction:
A Professional Development Request has been submitted by a direct report.
{Name (First):1.3} {Name (Last):1.6} ({Building:6}) is requesting to attend {PD Title:5} on the dates of {Start Date:8} to {End Date:9}. The rationale for the experience is:
{Rationale:11}
The cost of the experience is {Cost:10}.
{workflow_approve_link} OR {workflow_reject_link}
Please enter the appropriate Account Code if approved or a Note if Rejected.
Here is the Assignee Email:
A new entry is pending your approval. Please check your Workflow Inbox.
{Name (First):1.3} {Name (Last):1.6} ({Building:6}) is requesting to attend {PD Title:5} on the dates of {Start Date:8} to {End Date:9}. The rationale for the experience is:
{Rationale:11}
The cost of the experience is {Cost:10}.
{workflow_approve_link} OR {workflow_reject_link}
*Please enter the appropriate Account Code if approved.
Re: 1 - In the case where you need to provide field inputs along with the approval decision, you would want to use {workflow_entry_link} instead of the specific approve/reject ones.
Re: 2 - This would be solved by how you link to the entry. The {workflow_approve_link} and reject version action the step for the assignee which leads to the entry no longer being in their inbox.
Re: 3 - You can either add a discussion field (also set to administrative visibility) and then in the step settings chose that it is editable. Alternatively, there is a step setting for Workflow Note which can be set to displayed/required that will show up beside the approve/reject buttons.
The discussion field will be a part of the entry that you can use it’s field based merge tag anywhere required, while the note setting would show up in the timeline or via the {workflow_note} merge tag if you use it.