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IDEA: Allow Properties in Approver Instructions

Teresa_Schmitt

We would find it extremely helpful to be able to incorporate Properties into Approver Instructions (similar to the ability to incorporate Properties into automated custom emails) so that the instructions could convey request-specific details rather than just general instructions that are the same for every request.

Currently, where approvers need deal-specific information we create an automatic email, but this results in approvers receiving two notifications (the automated approval notification with no specifics of the request, and the automated email with the request specifics). This is a less than ideal user experience for our approvers and creates some confusion amongst our users.

Thank you for your consideration!

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Comments

Anneliese_Agren

+1 in support of this FEATURE REQUEST.

Approver wrote to me: "... wanted to let you know of the suboptimal experience" of receiving email notification without any information in the body of the message.

Denise_Beentjes

This is a brilliant idea, and I imagine very much needed in loads of organisations!

Teresa_Schmitt

Thank you @Denise_Beentjes ! Please help by raising this to your Ironclad rep.

I discussed this at great length with my CSM, was told that it was being actively worked on and to be implemented, then when I followed up several months later was told the exact opposite and that they have no plans to implement this. SUPER AGGRAVATING!

Denise_Beentjes

@Teresa_Schmitt oh that's annoying! Will def raise this 🙂