Skip to Main Content

Share your product feedback

Status Future consideration
Categories To-dos
Created by Maria Plotkina
Created on Jan 26, 2025

Standardize how approval groups are applied via workflow updates vs ad hoc approvals

When an approval group is set for an approval via a workflow status update, the individuals in that group are assigned to the approval. When an approval is created on a record ad-hoc, the full group is assigned to the record instead, which is the newer version of the process. This should be standardized so approval groups are applied in the same manner.

  • Attach files