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New Idea

Agent Group - Approvals

Related products:Freshservice
  • July 14, 2025
  • 7 replies
  • 145 views

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You should be able to assign an approval task to a team rather than have to select individual people. This means that it is constantly having to be managed and updated to remove and add people that move between teams. 

 

You should be able to assign a task or service request to an agent group rather than to specific people.

 

ATM it looks like you can only send an approval email, you should be able to just forward the service request or a task with the approval and reject option and be able to change the status or an approve or reject option appears for that stage for that team to approve or reject.

7 replies

kpatterson
Top Contributor ⭐
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  • Top Contributor ⭐
  • August 8, 2025

We’d love to have approval groups - not necessarily only agents though.  Often we have approval needs based on a non-Freshservice role such as “legal team approval’   Legal does not want to use Freshservice so they are all Requestors and not agents.  Or “HR approval” where we have half the team in Freshservice and half are NOT agents.  It’s really hard to set up workflows so we’re stuck with manual tasks instructing agents to send an approval to named individuals.

Would love to see more mix/match for groups where agents can be treated as requestors when it’s appropriate.


  • Community Debut
  • October 14, 2025

Would love to have this featured sooner than later.


Daniel Söderlund
Top Contributor ⭐
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Ya the new approval funktions have groups ish, you can list group and select members of the group to send out approval to. 

 

Having just be able to select agent group or requester group would be great. 


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  • Author
  • Skilled Expert
  • October 14, 2025

Yeah, having for forward to specific people makes administration rather tedious and cumbersome. It requires the SMEs to remember which workflows need to be updated whenever someone moves in or out of a team. Our agency is quite large and has a lot of forms, a lot of which have agent approvals. This would be a massive overhaul. It also requires people to remember to advise us when members of their team leave (which does not always happen). We would need to create solution articles documenting who is in what workflow to ensure they all get updated. This is not good practise. 


Daniel Söderlund
Top Contributor ⭐
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Yeah, having for forward to specific people makes administration rather tedious and cumbersome. It requires the SMEs to remember which workflows need to be updated whenever someone moves in or out of a team. Our agency is quite large and has a lot of forms, a lot of which have agent approvals. This would be a massive overhaul. It also requires people to remember to advise us when members of their team leave (which does not always happen). We would need to create solution articles documenting who is in what workflow to ensure they all get updated. This is not good practise. 

I use custom objects for all my approvals so I don’t need to edit the flows. But still not as good as just need to manage agent groups or requester groups. 


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  • Author
  • Skilled Expert
  • February 2, 2026

We’d love to have approval groups - not necessarily only agents though.  Often we have approval needs based on a non-Freshservice role such as “legal team approval’   Legal does not want to use Freshservice so they are all Requestors and not agents.  Or “HR approval” where we have half the team in Freshservice and half are NOT agents.  It’s really hard to set up workflows so we’re stuck with manual tasks instructing agents to send an approval to named individuals.

Would love to see more mix/match for groups where agents can be treated as requestors when it’s appropriate.



So maybe a Requester Group approval also? Would also be useful if have to hard-code a specific person to approve a Service Item / Service Request - that this records in a separate location so you only have to go to one place in order to find out this information and update instead of trying to remember which workflow it is a part of.


mmardini13
Community Debut
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  • Community Debut
  • April 16, 2026

Hi ​@Daniel Söderlund - how are you using custom objects for approvals? I just asked Freshservice support about this today and they told me its not possible. Any information would be greatly appreciated. Thanks in advance!