cancel
Showing results for 
Search instead for 
Did you mean: 

Add Custom Fields to the Approval Form

Hi team,

 

So here is the thing: when we approve something more frequently than we thought we need more information being handled by the approver that outlines the approval context.

 

Some examples

  • When you require an approval that require to assign a resource
  • When you need to restrict the approval to a condition or parameter
  • To avoid re-start an approval process because the object of approval is immutable 

So, i.e. if I could modify and retrive more information (other than the comments and Approve/Reject flag) such Persons, Numbers, Option Selection, etc. I could ask for approval and yet other information valuable to the process.

 

Is it possible for you guys add support to modify / custom fields to the approval form?

 

Thanks, Ed.

 

Status: Under Review

Thank you for the suggestion, this is a great idea.

Comments
Super User

I would love to get a "task form" option for Flow. For instance, when I need input (not only approvals) from managers, other employees or even a person from another company, I would love to be able to create a task form that will get send out to that entity at a certain point in my workflows. 

 

I would love to see something like the Flow Buttons inputs for this idea. The only thing we need next to that is a way to request for that information. The text, dropdown, file and email inputs are already a good start for a task form.

oen
Level: Powered On

Provide a task that in a running flow can send a question to someone (not just for approval).

 

  • Make it possible to specify a form to fill out with different fields. 
  • Let it have an overall title and desciption. 
  • Let the fields have a name, desciption and the ability enter a value with a specified data type (strings, numbers, on/off, choice of predefined values, picture, file upload... ). The flow designer can pre load values into the form. 
  • There should probably be possible to specify actions in the end what to do with the enterd data in relation to the flow. 
    • Reject, Proced
    • OK, Cancel
    • Update, Keep
    • Stop, Continue

 

 

 

 

 

Provide an action to request data to be entered by a user when requested. It can probably be like the approval e-mail action but with the ability to provide data in specified fields.

 

In design time it should be possible to specify input fields of different data types (strings, numbers, on/off, choice of predefined values, picture, file upload... ). It must be possible to set default values that can be changed by the user providing input. Entered data should be usable in the folloing tasks. 

 

One usage scenario can be to correct or add missing data fetched from somewhere before taking the data to a next step. 

 

 

 

 

 

 

oen
Level: Powered On
oen
Level: Powered On

This is similar to what has been suggested here https://powerusers.microsoft.com/t5/Flow-Ideas/Task-Forms/idc-p/95165#M6253

Level 8

If the approval form can be customized and the exchange of data(fields) value between approval and sharepoint list is easy, that will be great.

Also, if we can attach additional document in the approval and a way to access that attachment  from list item or include that attached file as list item attachment, that will be amazing.