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Distinct messages per approval step

Updated over 2 weeks ago

It is now possible to add a specific message to each approval step, allowing instructions to be tailored to the relevant approver.

The single, global message previously used is replaced by step-specific messages.

✉️ When sending for approval

  • Each approval step has its own “Message to approver” field (optional).

👀 Message tracking

  • Steps are now displayed as Step 1, Step 2, etc.

  • When a message has been entered, it can be viewed at the level of each step.

  • If the approver adds a comment during validation, it appears below the initial message, with a distinct display.

Messages remain visible after the document is approved or rejected.

📧 Approval email content

  • No message is displayed if nothing has been entered for that step.

  • The rest of the email content remains unchanged.

🔄 Automatic migration

  • Existing global messages are automatically copied to each step when the feature is deployed.

  • No action is required and no existing behavior is modified.

✅ Summary

  • A dedicated message for each approval step

  • Clearer instructions for each approver

  • Conversation history preserved within the workflow

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