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How to create custom approval email from workflow

  • August 14, 2024
  • 1 reply
  • 119 views
M
Skilled Expert
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Hi,

We have a workflow and want to use approval system, but we need to customize approval emails sent from the workflow.
Not only using the approval links, but the same process as service request approvals.

Its not an approval to managers. Its approval from specific users in the company.

How we can do that?

Thank you so much for your time everyone.
**Sorry for my english, Im french.**

1 reply

volcanicdove
Skilled Expert
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  • volcanicdove
  • Skilled Expert
  • August 14, 2024

Hi MaximeB,

 

As far as I am aware the “Send Approval mail to” action in the Workflow Automator doesn’t expose that functionality. Your best option may be to add a Web Request action to your workflow that utilizes an API call back to your Freshservice instance that contains the required details. You can submit a request for approval via the API and it should take an argument named “email_content”.

 

Here’s the placeholder used for the approval portal in the default approval email:

{{approval.portal_url}}

 

Here’s some supporting documentation to get you started:

API Reference: https://api.freshservice.com

Requesting Ticket Approval via API: https://api.freshservice.com/#create_ticket_approval

 

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