Copying Approvals between tasks

Midori_Cakes
Tera Contributor

We have a few catalog items that has a requirement to copy the approval information from the assessment task to the fulfillment task. To give you an example, we have a LAN account catalog item. The first task gets generated and it sends it to our Access team who then runs a report outside of SNow to figure out what access they need and the approvers for specific access. Once they have that list, they add the approvers on a custom field on the task and clicks a button called Request task approval (UI action). The approvers are all recorded within the task. Once the last approver either approves or rejects, it will close the task and opens another one for Fulfillment. The problem is, what was approved and rejected does not get carried over to the next task. So we are hoping to copy the approval information from the first task to the second one so the assignee doesnt have to keep going back up to the RITM and look at the first task. A person could have over 100 tasks in their queue so if they have to keep doing this, it will make it difficult for them to keep track.

Is there an easy way to copy the approvals between task? 
NOTE: we are hoping to eventually get the approvals automated for them but I'm hoping we can make it easier on them in the mean time.

3 REPLIES 3

Brad Bowman
Kilo Patron

This all sounds custom, so when they go back to the RITM and look at the first task, what (field name(s)?) specifically are they looking at to determine what was approved and rejected?  Typically, an RITM is approved or rejected by one or more users, so talking about this at the Task level is quite different.  If this approval information is getting stored in another field on the sc_task table (not a Catalog Item variable) then you just need to copy that field value from the first task when the second is created, the method for which will vary depending on if you are using the (legacy) Workflow Editor, or Flow Designer / Workflow Studio.

Hello. Thank you for responding. Yes its custom. We only have about 8 catalog items like this. Usually the approvals are stored in the RITM but for 8, Access team requests the approvals within the task. We are currently using Workflow Editor. I tried adding to the workflow a run script that takes the sys id of the first task and the approval information and then after the second task is created, I have another run script that will add the approval to the approval tab under related list but that doesn't seem to work so I pivoted and maybe see if I could add it to the task activity. That did not work either. 

Here is the snippet of the workflow. The first one is the Assessment task for them to get data owner approval. Its all manual unfortunately. 

Midori_Cakes_0-1765905077992.png

 

Thank you for responding. It is custom yes. We have about 8 catalog items where the Access team gets the approval via task. We are currently using workflow editor. So what I did was after the first task, I have a script that takes the sys ID of the first task and copy the approval information and save it to the scratch pad. Then the second catalog task gets created and I have another script that copies the approval information and comments if there are any to the second task but that did not work. I even tried just pasting the approval to the Task Activity and that did not work either. Here is a snipper of the task:

Midori_Cakes_0-1765905749010.png


NOTE: the first response did not seem to work so hopefully it doesnt do it twice.