Email all approval notes after record is approved

Question

I have a few approval processes on Opportunities. They all have multiple approvers and they need unanimous approval. I send an email to the user after the record is approved/rejected and I include the {!ApprovalRequest.Comments} merge field, but that only includes the comments from the last approver that completed the approval process. Is it possible to display notes from all of my approvers to email to my users without them having to click into the record?

Mayank Srivastava · Accepted Answer

Micah, I don't think that would be possible without the use of Apex  where you need to query the Process Instance object. Now you could get fancy with Flows and store the approval comments in a custom object (dedicated to storing approval comments) and then send them out as a Final approval action (again using Flows) but that would need a lot of legwork.   For something like this, I would personally go the Apex route unless you have absolutely no developer assistance. Sorry I wish I had a better answer for you.

Micah Perry · Answer

Okay, so if I were to use Process Builder and Flow, do you what object I would use to trigger my process? It doesn't look like I have access to Process Instance.

Email all approval notes after record is approved

Data Management

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