Change instruction for Approval step
Hello,
My approval step currently has an instruction "Please approve or reject this Order" but I want it to say "Please approve or reject this payment" (as shown in the screenshots below). I know how to change instructions for assignments (in the assignment shape go to assignment details) but I can't find how to do this for the approval shape. Please help!
Accepted Solution
CA
Yes. It depends on .pyLabel. You can set it anywhere in the flow (on connectors or using Data Tranforms in connectors). You can also use Decision shape to decide the value of pyLabel before it invokes Approval shape.
CA
Set .pyLabel in pyDefault Data Transform of your work class to "Payment" and it will work.
Attached is the OOTB Flow rule which has an assignment in it which has Instructions field set to
"Please approve or reject this " + .pyLabel
srcLogic
US
That picture shows the approval step as an assignment rather than a subprocess. Are you saying my approval step needs to be an assignment?
CA
No. If you open that subprocess/Flow, then it would get you to pyCascadingGetApproval flow which is OOTB. Your code is fine. Simply test with pyDefault Data Transform change which I suggested above.
srcLogic
US
So all appovals are set to display instructions "Please approve or reject this " + pyLabel inherently I guess. Changing pyLabel in this case works but is there a way to customize them for each approval step if there are multiple types of approvals? Say we approve an order product list and also approve a payment on that order, is there a way to have 2 different instructions for those 2 different approvals?
Accepted Solution
CA
Yes. It depends on .pyLabel. You can set it anywhere in the flow (on connectors or using Data Tranforms in connectors). You can also use Decision shape to decide the value of pyLabel before it invokes Approval shape.
Amazon.com Inc
US
so to retain the existing value of pyLabel ie (Case Type Name), we should set the pyLabel to pyLabelOld and update it back once the approval process is done right?
Or how to retain the old value?