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Status Future consideration
Categories Automations
Created by Stephen McAdams
Created on Jul 18, 2022

Allow Workflow Approvals to utilize the same options as the Automation Approvals

It would be helpful if the Workflow Approvals and Automation Approvals could utilize the same options. We have workflows where we would like to assign the Approval to the user who was assigned to the user story, rather than to a workflow approval group. We can use the automations for this, however, then the story will not automatically transition to the next status. Basically, in the 'Assigned to' field for Workflow Approvals, you would see the following options:

  1. unassigned

  2. a specific value

  3. the same as (with the ability to then choose between assigned user, created by user, or any other user fields added to the record)

  4. Select a workflow approval group


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8 MERGED

Automate Transition & Dynamic Assignment

Merged
When using a Fixed workflow with approvals I would like the ability to dynamically assign the approver based upon a user field on the record instead of an approval group.
Marcie Gardner almost 6 years ago in  1 Future consideration
8 MERGED

Add logic to workflow approval groups (Based on Type, for example)

Merged
I'd really like to add automation or workflow based on approval groups, but different 'types' or 'categories' would require different approval groups. I could do this manually, or it looks like I can add an approval, but I want workflow approval b...
Guest almost 6 years ago in  0 Future consideration
6 MERGED

Conditional Approve Workflows

Merged
What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...
Edgar Holguin about 1 year ago in Account settings 0 Future consideration