Improved feature: Customization of approver notifications

The approval process for requests has been improved to provide better communication control for admins through the following features:

Multi-stage approver assignment

The same approver can now be added multiple times to a single request. To ensure clarity, descriptions can be added to each assignment to state the purpose of that specific approval stage.

For example, this allows for:

• Initial sign-off for feasibility.
• Milestone re-approval.
• Re-validation after modifications.
  
  

Customizable approver notifications

Clicking the Send Approver Notification (envelope icon) button now opens a dialog where admins can choose between a Default or Custom notification. In this dialog, you can:

• Set a custom title: Define a unique title for the notification.
• Use the HTML editor: Format the message body (e.g. bolding, links, and lists) using the built-in rich text editor.
• Manage data & files: Choose whether to include the original Request Form and manually upload supporting documents.

Email notification details

When a custom notification is sent, the approver receives an email that includes:

• Custom subject line: The unique title you specified appears as part of the Email Subject Line.
• Formatted body: All HTML formatting from the editor is preserved in the message.
• Interactive links: Standard Approve/Reject action links and general request info are automatically included.
• Downloadable documents: Any uploaded files are listed as downloadable links within the message.
  
  

Visibility & tracking

• Review in UI: Admins and approvers can review the exact notification sent by navigating to Admin/Dashboard > Inbox > Requests > Approvers and clicking the View (magnifying glass icon) button.
• Resend policy: Custom notifications can be resent at any time. Sent approver notifications cannot be changed.