Idea ID: 1680620

Allow the creation of Automatic Tasks within an Approval Plan

Status : Under Consideration
over 2 years ago

Hello everyone,


Could we have the option to add Automated Tasks within an Approval Phase? It would be very useful if we could run some additional business logic during the course of an approval phase.




  • Thanks for all the votes and comments. We are looking into this as a future product enhancement. Check the notifications box to be emailed if the status changes.


  • Hello Tonya,

       Large Organizations can have very complicated approval schemes. Moreover, there are times when you are asked to perform certain actions after certain approval tasks. Here are some examples:

    • special notifications to be send after certain approvals and under certain conditions
    • change a field of the parent record in a specific time within the Approval Phase
    • make changes of the data domain, so as to make the parent record non-visible from certain people for security reasons throughout the course of the Approval Phase
          Now, let's consider the Request module. We only have one Workflow for Service Requests to work with. We cannot create different workflows for totally different requests offerings. Everything can potentially be done within the Workflow itself, but putting conditional statements for a few hundrends of offerings is not easy to do nor is it easy to maintain. Instead, it would be much better to add automatic tasks in the fulfilment plan of every offering, within the approval phase.
  • HI  - it would be helpful to the community who vote on Ideas to add more context e.g., what you're trying to do, why