Populating of Task Comments and Worknotes to Ask For Approval on Requested Item

[priyanshp4]

Dear Community,

I am looking for a help, we have a use case where we have to raise an approval on a request to one team, and also populate the task comments which was raised earlier to request, I tried to find out the solutions but facing problem, can anyone please suggest who already implemented the same please.

[Sanjay191]

Hi @priyanshp4 

So basically you wants to create an approval for a particular team and copy the original request's comments  into the associated task. could you please confirm these these comments will be added after the request has been raised or at the time of the request raised from the from field.

Thank you  

[Sanjay191]

Hi @priyanshp4 

if you want to auto populate the task comments that are  added earlier to request you need to write some inline script logic that will help you to achieve this could you please refer this below screenshots.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Thank You

[priyanshp4]

Thank you Sanjay for your inputs, but this does not allign with my scenario

1. A task is created to VA team, now VA team will add some comments and attach a document.

2. Now the approval request(not task) should go to next team with document and VA team comments. This approval will be the record of sysapproval_approver

(Also, I want to know how VA team can also attach document which is available for further teams)

[Sanjay191]

Hi @priyanshp4 

For this scenario, you need to handle it separately by synchronizing comments and attachments on the approval records.

You can create a Business Rule on the approval table with an After Insert trigger and the appropriate task type condition for the target approval record. The script logic can remain the same as I previously shared to retrieve the initial comments.

Could you please try this approach? I hope it will work.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Thank You