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Ticket Updates & placeholders - Approve app

Michael Emmerson

This article is intended to provide guidance on how to use ticket updates for the Approve app. 

 

This article contains the following sections: 

 

What events take place within the Approve app?

There are three main categories that all events fall under. These are:

  1. Approve status changed
    • Approval granted
    • Approval denied
    • Approval timeout
    • Approval cancelled
  2. New response
    • New approve response
    • New decline response
    • New abstain response
  3. New approval step

What placeholders can I use?

Within each event category, placeholders can be used to create dynamic content. These are:

 

Placeholder:

 Note: Works for:
{{request.status}} The status of the request. These values are: started, granted, denied, timed out and cancelled. Approve status changed
{{request.message}} The message of the request. Approve status changed
{{response.status}} The status of the response. These values are: proceed, cancel, and abstain. New response
{{response.comment}} The comment of the approver when a response is given. New response
{{response.approver.email}} The email of the approver when a response is given. New response
{{response.approver.id}} The ID of the approver when a response is given. New response
{{response.approver.name}} The name of the approver who responded New response
{{request.approval_definition.name}} The name of the request. Approve status changed, New response
{{request.approval_definition.id}} The ID of the request. Approve status changed, New response
{{request.current_step.name}} The name of the step. New approval step

 

Advanced liquid placeholder example:

Approval definition history: If you want to inject the decision of every approver into a comment or multiline text field you can use this liquid as part of the "New response" event: 

{% for step in request.approval_steps %}{% for response in step.approver_responses %}
{{response.approver.email}}: {% if response.status == "proceed" %}Approved{% elsif response.status == "sent" %}Sent{% elsif response.status == "cancel" %}Denied{% elsif response.status == "abstain" %}Abstained{% endif %}{% endfor %}{% endfor %}

This will generate output that looks like this: 

jeff.citizen@email.com: Approved
mary.citizen@email.com: Approved
jane.doe@email.com: Abstained
john.smith@email.com: Sent