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.

1 REPLY 1

Brad Bowman
Kilo Patron
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.