Track Approvals on a Project

šŸ’¬ General Discussion
1

I have searched the Forum and found some referenceā€™s to what I need but they are going back to Sugar and old versions, so hopefully someone has a bright idea as I am a bit stuck.

I use the the Projects Module and Many workflows to manage different Approval steps

Step 1: Initiator creates Project - changes Status which sends it for Approval
Step 2: Approver can reject for more information OR change Status and send to next Approver

All of the above works quite well using Workflows but I would like to automatically record in the Detail View (not Sub Panel) the DateTime Approver 1 approves it and the DateTime Approver2 approves it.

So I have used Studio to set those fields as ā€œAuditā€ which means I know that the data is being recorded but I would like to have fields in my Detail View
Approver 1: Approved, DateTime
Approver 2: Approved, DateTime

Does anyone have any suggestions?

2

You can add new custom fields through Studio:

  • first create them in ā€œfieldsā€

  • add them to your detail view

  • use a Workflow to fill in their data automatically

1 Like
3

Perfect - thanks