When a person clicks Submit for Approval, the quote automatically goes to the Approver. I would like the Submitter to be able to add Comments prior to clicking Submit for Approval. I'd also like for the first line in the Approvals related list on the quote to have the Submitted By and to see the Comments for the Submitter and for each Approver.
How is that achieved?
Thank you!
5 answers
I have implemented similar requirement using a flow. Replace the out of the box Submit for Approval button with the custom button that invokes the flow.
- Create a text area field in the object from where the user will submit for approval
- In the flow, check if there is a value in the custom comment filed else present a screen to capture the value and update the object custom comment field with the value
- Submit the record to the approval process and add the custom comment field
- Having this custom notes field in the object may also help the email notification with merge field
