How do we add an approval for a Change Task to the Change Record approval workflow?

[kellyfaddoul-ru]

Hello;   We need to have approvals for tasks that are created from a Change Record.   How do we add an approval for a Change Task to either the Change Record approval workflow, OR, a separate approval within the Task record itself that needs to be approved prior to the Change Record being approved?   Thank you.

[SanjivMeher]

You will need a workflow for change task itself.

But I would suggest, keeping approval only on change. All the task should get created before change it submitted for approval. Once it reaches the approval stage, approver can review all the change tasks associated to the change. In that way you wont have too many approvals for a change.

[kellyfaddoul-ru]

The Task would be created prior to requesting approvals on the Change Record.   We want to ensure the technical teams sign off on (approve) the task requirements as part of the overall approval of the change.

[SanjivMeher]

Hi Kelly,

Then you need approval workflow in change task table. It will be a small workflow, which will run when the state is in Pending. And after approval move it to the required state such as Open or Work in Progress.

[kellyfaddoul-ru]

Thank you Sanjiv!