Skip to Main Content
Status Future consideration
Categories Account settings
Created by Becca Bommarito
Created on Jul 1, 2024

Automatically populate the approval group field when a workflow approval is created

What is the challenge?

Previously, when a workflow approval was created, the members of an approval group were populated in the "Assigned to" field of the to-do. Recently, the "Approval group" field was added to workflow approvals. This field, however, is not populated automatically when a workflow approval is created.
When I create a workflow approval and assign it to an approval group, the users of the approval group are added to the "Assigned to" field, but the "Approval group" field is left blank.

What is the impact?

The current behavior can create a bit of confusion when an approval is assigned to a set group of users and requires all approvals from those users. Calling out that the approval is assigned to the group can help bring some clarify.

Describe your idea

Ideally, a workflow approval would also populate the "Approval group" in addition to the "Assigned to" field.

  • Attach files