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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
  • Guest
    Reply
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    Jan 2, 2025

    To add a comment to this, the reason why it matters is because if you use "Assigned To:" to add individual users to an approval, the list can be easily modified by any user with access. This creates a security/access problem if you only want certain users to be allowed to Approve the item when using workflows.

  • Stephanie Sullivan
    Reply
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    Jan 2, 2025

    I would also really like this functionality. I learned today that anyone can just add their name to the list of approvers, then approve the record. Why is this even allowed?