Work notes is not getting captured with approver's name who has approved the change request

Sudheer961
Tera Contributor

When change moved to authorize state, it will generate approvals in our instance, when the approvals got approved, it should move to scheduled state, But after approving the change, It is not showing the approvers name in the work notes tab who has approved the change and made it to scheduled state, instead it is showing the name who has updated the change lastly to authorize state.

Sudheer961_2-1713426697460.jpeg

 

In the above screenshot, I have moved the state to authorize. Next it generates set of approvals, Tia has approved the change request. It should be captured with Tia's name(approver). But it has captured with my name who has moved the state to authorize previously.

 

Sudheer961_0-1713425844580.png

In this flow, we are using Run as "user who initiates the session". I don't think it may cause this issue.

Sudheer961_1-1713426131195.png

The above screenshot defined the flow is If SDM group member is approved the change request then it will be updated to scheduled state automatically.

My question is Work notes should be captured with Approver's name who is performing action on the change request. Why is it showing my name as I have updated the change request to scheduled state?

I want to capture approver's name while moving from authorize to scheduled state. How can we achieve this?

9 REPLIES 9

James Chun
Kilo Patron

Hi @Sudheer961,

 

When you say 'Tia has approved the change request', did you impersonate or use Tia's account to approve the record?

Or did you approve the record whilst logged in as your account?

 

Cheers

Actually, I haven't approved the change request by admin or Tia's impersonation. Tia has directly approved from her account. 

Thanks, I tested it in my PDI and most of it is very similar to yours but it adds another comment from the approver.

JamesChun_0-1713472120926.png

Was this something you expected?
If not, if you change the Flow's property to run as the system user, then the comments should be added by the system.

Hi James Chun, thank you for responding.

Here we are looking for below two scenarios:

scenario 1: In the above screenshot which you have pasted, the approval was approved by Ron Kettering. But if you see the below screenshot the state change activity was captured by system administrator.

Sudheer961_1-1713515217872.png

 

But I want here the state change activity should get capture the approver's name. Here, in your case it should be Ron Kettering. 

Scenario 2:  I could see Ron Kettering approved the change request in the attached screenshot and it was captured the activity with Approver's name. If you see my attached screenshot Tia has approved the change request but it was captured the activity with my name. According to your screenshot, the activity name should be Tia's name only, right??

Your Screenshot: 

Sudheer961_4-1713515577796.png

My Screenshot:

Sudheer961_3-1713515362458.png