Quick Question on Adding a comment field to an approval

Alan42
Tera Guru

I've found a few options for adding a comment field to an approval.    One involves a business rule and another uses a run script activity.    It seems there are other options too.  What is the best approach to keep the process seamless to the approver?   Our legacy system puts the comment field on the same page as the approve/reject buttons and the comments go back to the initiator when one of the buttons is pushed.      HR wants to keep the user experience the same so I'm asking before I do my actual build out of this piece.  They don't want the approved to get a separate comment task after the approval is made.   Please share your experience if you've done this before.    

6 REPLIES 6

Mark Manders
Mega Patron

Why would you create a comment task? What are you currently changing? 

The BR and run script activity are doing exactly the same: they take the comment from the approval record and put it on the record to be approved. Can you elaborate on your question? I feel we are missing information on what you are doing.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Here's a screen shot of the approval screen from our legacy system.    I just need to be sure the comments section is editable at the same time the user makes their approval decision.    The one similar workflow we have requires you approve after the data entry piece.  This means a new notification message after the commenting piece asking for approval.  I need those two steps, from the customer perspective, to be done in one step.    

 

Alan42_0-1721123373058.png

 

Mahathi
Mega Sage
Mega Sage

Hi @Alan42 ,

It is good to go with the workflow run activity. Infact the X=Set Values activity can solve the purpose.

That'l help you with status transition and comment addition all in one go. We usually go with workflow activities to add comments after approval and works seamlessly.


If my answer helped in any way, please mark it as Correct & 👍Helpful

Thanks,

Mahathi

Alan42
Tera Guru

It looks like this might be simple to do in Workflow Studio.    I was going to use one of our exsiting workflows created in Editor.