Add Comment when requesting an Additional Approval
When a lender needs to go in and add an approver to the draw before it is fully approved, there has been multiple requests for a comment box to pop up before sending the email notification.
This will allow the people on the ground floor to give a quick synopsis to the higher up who is giving an additional approval, should their workflow deem that necessary. Should not be a required field for them to fill out, but the option has been requested
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Comments
Hi Jared Morse! Can you share a little more about this request? While this isn't out-of-the-box functionality, it sounds like something our Professional Services team might be able to help provide a shortcut to build.
Hi Jared, also you can create a text comment box for this comment and "Hide" it, then add event listener to the add approver so that when they click it it shows the comment box.
1. Create a comment box and delete the header text (you can't delete the whole header, just leave text blank)
2. Go to the styling, change the Helper Text to --> Please explain...
3. Add a custom code block to the guide step and paste the following javascript code:
var commentBox= pendo.dom('._pendo-open-text-poll-input[placeholder="Please explain..."'); //identify the comment box with the placeholder text
if(!pendo.designerEnabled) {
commentBox[0].parentElement.parentElement.parentElement.style.display = "none";
} //hide the comment box when not in pendo designer
document.querySelector('#pendo-poll-choice-005c5rxui32qgu-4lvj8j18o4m')
.addEventListener('click', function(e){ //add listener to the identified element, and unhide the comment box when that element is clicked
commentBox[0].parentElement.parentElement.parentElement.style.display = "";
});
This will hide the comment box and then it will make it appear when a user clicks the targeted element You will need to change what I bolded and identify whatever element id you want to have the comment box appear when clicked.
Meghann
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