Support custom fields for Approval and To-do automation actions

What is the challenge?

• Currently, it's not possible to set custom fields on an Approval, when one is created via an automation rule.

What is the impact?

• Important information is not visible directly on the Approval. Approvers must navigate to the relevant record to find this information.

Describe your idea.

• In the Approval / To-do creation step of the automation rule, support being able to set custom fields.