Added information needed on Approval workflow

Kitty

I have many forms - which are requests that need approval.  When I create the approval workflow, it sends 2 buttons - Approve or Decline.  I need more.  I need a NOTES section for when it is denied so that the reason can be recorded on my sheet. I also need the name and date of the approval added to my sheet.

The only thing I can think of is If the reply is Denied - it will trigger a Request update - asking for the information I need.  Is there something I can do to eliminate this second step and include the needed info on the first step?

Andrée Starå

Hi Kitty,

You can add a comment before answering.

Would that work?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Kitty

How can I add the field for the decision-maker to add his comment (especially if the request is denied)?

Andrée Starå

Before the decision-maker makes his choice he adds a comment to the Comments section just above the buttons.

Andrée Starå

Did you get it working?

Have a fantastic week!

Best,

Andrée

Kitty

I'm just seeing your reply.  Yes - I did find that there was a comment section for notes!  Thank you, again!

Kitty

Yes!  I'm still trying to find the discussions I've started so I can find answers to my questions.  Thanks for being so kind.  I think I've figured it out now! 

Andrée Starå

Excellent!

I'm always happy to help!