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View an approval message after approval

  • October 23, 2024
  • 5 replies
  • 42 views

JohnFG
Apprentice
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Hi

 

I have asked our admin this and they say it is not possible to see a message after approval…

When I send a ticket for approval I can add information to the approval message and view this message until it is approved, however after approval the message is not available to me.

 

Is this intended functionality or just the way we have approval configured?

 

Thanks for any help you can offer.

John

Best answer by Roxwell

Do you just need to see the message for the auditor once? - Then you could open the template and show them.

Or If you need to store the message that was sent, EITHER update your approval flows, to post the message to the notes of the ticket. Or have a workflow where the trigger is “When approval is ‘requested’”, then post note to ticket, that way you could see it. 

It’s not stored by default, as generally it’s the templated message that’s sent.

5 replies

Roxwell
Top Contributor ⭐
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  • Top Contributor ⭐
  • October 23, 2024

If you are not an agent, then you can view “My historic approvals “ in the portal, you just need to change the filter on the view.

 

My Approvals » Then change “My pending Approvals” to “My Historic Approvals”

 

OR
Approval as an object is separate from the service request / change that’s being approved. The workflow can be set to post “Last approval comments” to the Change/SR, then you can see the approval comments. 


JohnFG
Apprentice
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  • Author
  • Apprentice
  • October 23, 2024

Hi

 

Thank you for your response, I am not the approver I am sending things for approval and our auditors has asked to the see message that goes to the users (which they do not always keep). We can see the approvers comments on the approval page but not the message requesting approval.

Hope that makes sense

John

 


Roxwell
Top Contributor ⭐
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  • Top Contributor ⭐
  • Answer
  • October 23, 2024

Do you just need to see the message for the auditor once? - Then you could open the template and show them.

Or If you need to store the message that was sent, EITHER update your approval flows, to post the message to the notes of the ticket. Or have a workflow where the trigger is “When approval is ‘requested’”, then post note to ticket, that way you could see it. 

It’s not stored by default, as generally it’s the templated message that’s sent.


JohnFG
Apprentice
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  • Author
  • Apprentice
  • October 23, 2024

Thank you, we need to store the message.

 

You have been most helpful and I will pass your comments onto our admin team.

 

Thanks again

John

 


Roxwell
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  • Top Contributor ⭐
  • October 23, 2024

No problem @JohnFG  - I do this full time as Freshservice consultant, so if you need any additional Admin / training, then please do reach out!  😍

www.zestco.uk