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- Click the Employee Step and in the History Msg property type the desired message e.g. {EFullName} requested leave starting {StartDate} for {NumberOfDays}days. At runtime, will resolve this message using the data from the form and save it in the audit trail. As before, the names in the {} must exactly match the names of the respective controls.
- Click the Manager Step and in the History Msg property type the desired message e.g. Manager: Signed by {MFullNameMId}. Status: {Approve}.
- Similarly, for the HR Step and , set the History Msg to HR: Signed by {HFullName}.
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The Manager can quickly accept/reject tasks by clicking the Quick View icon for a task when accessing the Task List. Set up this feature for the Manager Approval form in this flow. Click on the Manager form and then click the Setup Quick View link on the form Property pane. Be sure to check the Enable box and then compose a Summery of the task that will be seen on the Manager's Task List.
The Approval Control dropdown will provide a list of all the sections in your form that meet the Approval Control criteria. Refer to this documentation for more information on this feature.
[Optional] Customize notification emails
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