What is the challenge? |
In the fixed workflows for approvals, the approval is generated when the item enters that status. This is unnecesarily confusing and doesn't allow the user to indicate when a record is ready for that approval, unless you create a bunch of bucket statuses JUST to generate the approval. |
What is the impact? |
Reduces confusion on the creation of approvals when records are not ready; reduces the additional status steps required to create approval buckets. |
Describe your idea |
If you transition an existing record to a fixed workflow, the transition options offer the option to generate those approvals. I think this is a better workflow in some instances. It would be great to set up a fixed workflow to have approvals either auto-generate or require the user to click 'generate approvals' when they are ready for that. |