Denial Reasons and workflow

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HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @TimMelton

    I hope you're well and safe!

    They could add it to the comments.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • TimMelton
    TimMelton ✭✭✭
    edited 06/15/23
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    Thanks, appreciate the feedback.. what Im looking for is more of a pick list experience so that if / when they ask for reporting on the denials we can easily do so. Right now the experience is a bit disjointed, they go to a report on a dashboard pick their denial reason then to the approval email to deny. Looking for ways to make that a better workflow.