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How to add a required text field on approval for approver to fill out?


I have a simple Service request with approvals request and I need the approver to fill out a text field (with info only they would know) when approving the request.

I cannot figure out how to do that simply.



1 answer

1 accepted

2 votes
Answer accepted
John Funk Community Leader Nov 28, 2022

Hi Cyrille,

You should be able to add a Transition screen to the transition based on the status when it is approved. Then put in a Validator to make sure the field is not empty. 

Thanks for the guidance. Let me give it a shot and chime back.

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@John Funk  it doesn't seem to work. upon reading the documentation it states :
"Transitions used by the approval step skip transition screens"

Any way around that?

All I need is for the approver to enter a comment really (simple text field) whether they approve or decline.



John Funk Community Leader Nov 30, 2022

Ah, I forgot about that. Maybe add a transition screen to the previous step of the workflow. Also include a custom field with Approve or Decline. Based on that field value changing, create an automation rule that does an Approve. 

@John Funk Thank you! That did it.

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John Funk Community Leader Dec 01, 2022


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