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Suzana M ha preguntado en #Sales Cloud

Hello. I'm working on a requirement on the items to approve component and the ask it to add the entire list of attributes associated with the account within that component. My understanding is that this object is not assessable for configuration through setup to make this happen..

 

The goal with this ask is to save clicks so the user doesn't have to click on the account name link on the items to approve component, which would take them to the account, and then having to click again on the attributes related list in order to see a list of all attributes.

Items to approve component - account attributes

Any suggestions/workaround on how to show a list of all account attributes on the items to approve component?

 

@* Sales Cloud - Best Practices *

3 respuestas
  1. 17 abr 2023, 7:40

    Hi @Suzana M,

    I would try to make a custom field that is invisible to the user. And you update this field to include all values you need by flow. You can even structure it with custom text. 

    This field you add in the standard approval configuration.

     

    BR Niklas

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