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Status Future consideration
Categories To-dos
Created by Jeanette Resnikoff
Created on Apr 16, 2024

Hide workflow approval groups on to-do when no workspace users assigned

What is the challenge?

All account approval groups populate for the approval group field on approval to-dos, even when no users from a given workspace are assigned to a group. This creates a challenge for someone to select the correct approval group and data populates in workspaces that is not intentional.

What is the impact?

Approval to-do users

Describe your idea

Hide approval groups from the to-do approval group field that have no users from the given workspace assigned

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  • David Willequer
    Apr 17, 2024

    One additional note on this - if an approval is created, either from an automation or via status transition and the approval is populated from an approval group, that approval group should also be populated into the approval group field. Currently it appears that only the assignees are extracted from the approval group and assigned to the approval directly with no correlation or tie back to the approval group.

  • +1