Can you refer to the Comments field when sending a message

12/09/21
Answered - Pending Review

I am setting up an approval workflow and want to let people who submit requests see why their request is declined by referencing the Comments field. The workflow isn't letting me refer to the Comments field using {{Comments}}.


Is this a capability? If yes, how can I refer to that field in a custom message?


Thanks!

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Answers

  • Hi @KLoomis ,

    The only way I know how to do this is to include the comments field in the fields selected. I do not think you can put it in line with a message. Alternatively, you could use another column for notes rather than using comments if you need this information to appear in line with the message text.

    Holly Conrad Smith

    Director of Technology & Innovation 💡 at Streamline

    CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @KLoomis

    I hope you're well and safe!

    To add to Holly's excellent advice/answer.

    Here's a possible workaround or workarounds

    • You could use a 3rd-party service like Zapier or similar to automate, so the latest comment always gets added to a so-called helper column that you can reference in the message.

    Is that an option?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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