Question

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!

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Correct Answer
August 30, 2016 - 2:27pm

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.

Comments

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August 30, 2016 - 11:52am

Approval shape..? Can you elaborate on what OOTB rules you're using at this step..?

August 30, 2016 - 1:07pm
Response to Nikhil_Agarwal

I added an approval step (and therefore an approval subprocess in the flow diagram). I have posted pictures below.

August 30, 2016 - 1:44pm

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

August 30, 2016 - 2:14pm

That picture shows the approval step as an assignment rather than a subprocess. Are you saying my approval step needs to be an assignment?

August 30, 2016 - 2:21pm
Response to IsabellaN

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.

August 30, 2016 - 2:25pm
Response to Nikhil_Agarwal

How do you open the subprocess?

August 30, 2016 - 2:26pm
Response to IsabellaN

Just kidding I figured it out, thank you so much!

August 30, 2016 - 2:23pm

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?

 

August 30, 2016 - 2:27pm
Response to IsabellaN

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.

August 30, 2016 - 2:32pm

The decision shape is a good idea, I could definitely do that to change the pyLabel value depending on which stage I am in! Thank you!

November 14, 2016 - 12:25pm

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?