SITUATION:
We have set up an automation rule to create an Approval To-Do record under a Feature when a certain condition is met (this is extremely helpful to help users know when an Approval To-Do should be used)
After the Approval To-Do record is created, we manually add multiple assignees to the Approval To-Dos, which can vary based upon various scenarios
We are required to use Flexible Workflow for this because we need the Aha Status to be updated by Jira, via integration, once the Feature reaches a certain point in the workflow
If the Approval To-Do is created via automation, Aha closes the record when only one of the assignees approve the record (i.e., "Any Approval")
PROBLEM: This is a problem because we want all assignees to approve the Approval To-Do before the record is closed
If the Approval To-Do is created manually, Aha doesn't close the record until all assignees approve the record (i.e., "All Approvals")
PROBLEM: This is the desired functionality for closing the record, but requires our users to know when an Approval To-Do does/doesn't apply, and we aren't able to pre-populate the Description field.
It seems odd that Approval To-Dos behave differently when created via automation vs. manually
REQUEST:
Modify the "add a to-do or approval" automation action to work similar to Fixed Workflow Transition when "Approval required" (see screenshot).
Allow the option for "Any Approval" or "All Approvals"
Allow multiple users to be assigned
Allow Approval Groups to be assigned
For all Approval To-Do records which have been created, add an option to the action menu for "Any Approval" or "All Approvals"
For all Approval To-Do records which have been created, allow Approval Groups to be assigned
When an automation rule creates an approval to-do, it is now assigned to 'all', just like when you create an approval to-do manually. We will leave this idea open to continue gathering feedback on the remaining requests.
Can you elaborate on the functionality that was shipped as I don't see anything different in the ToDo approval functionality.
Would be very beneficial as I often have to just remove myself on the ToDo in order to close it out because we only require +2 of the group for approval.
Sorry, forgot to include the attachments. Here are the applicable screenshots