Feature Request: Approval Element that will update any field inside the Table/Form

Hi

Can we please add to the Feature Request List

a Workflow Approval Element that will be able to update any field inside its table/form.

There are many scenarios where this can be usefull
Eg. based on approver/workflow you might want to update a form/table field value.

• " Approved for 5k"
• " Approved for 10k"

Hi zorrothegreat,

We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

Let us know if you need any further assistance.

Thank You.

Any update on the above request?
Is there a place where we can see approved future features?

Hello zorrothegreat,

As of now, there's no update yet with the request. Once the feature has been developed, you'll get an update on this thread.

Let us know if you need any other help.

Bump!

I was wondering the exact same thing. I am using a new client tracking form which involves several steps. One of the first steps is for them to sign the agreement form. It would be great if there was a way to update my tracking form where once a client returns the signed form and I approve it, it would update the status of that step from incomplete to done and I know they are ready for the next step.

Hi Michael,

Can you explain a bit more about your latest request before we update our escalation ticket? Per my understanding, you'd like to receive a notification about the incomplete approval once it becomes approved, so you know the user is ready to continue to the next step? Is this correct? If so, you will always receive a confirmation email once the user approves the process. Check out this article to learn more about the Approval Workflow and its functionalities.

Thanks for your patience.

Hi Dragana

An email will only inform someone of a status or outcome which is not carried through in the form or table. Extremely limited capabilities.

If you add the ability to update a form field from the workflow outcome, you will be able to create complex workflows that will better route workflows, and inform any table users of different process outcomes.

Explaining the example above:

manager 1 and manager 2 is dynamically assigned based on rules in the form.
manager 3 is calculated in workflow based on the value of approval

An approval workflow goes to manager 1.
- manager 1 gets an email and can approve for
"Approved for 5k", " Approved for 10k", " Approved for over 20k"

If " Approved for 5k"
- Clerk gets email and processes
* UPDATE Form a field: "Approved for 5k"
If " Approved for 10k"
* UPDATE Form a field: "Conditionaly Approved"
* UPDATE Form a field: "Approved for 10k"
- manager 2 gets an email and can approve for " Approved for 10k", " Approved for over 20k" and assign
If " Approved for 10k"
- Clerk gets email and processes
* UPDATE Form a field: "Approved"
* UPDATE Form a field: "Approved for 10k"
If " Approved for 20k"
- manager 3 gets an email and can approve for " Approved for 10k", " Approved for over 20k" and assign
* UPDATE Form a field: "CFO Approved" or "CIO Approved" or "CTO Approved"
* UPDATE Form a field: "Approved for 20k"
- Clerk gets email and processes

Since the table is updated any Table user will always be able to know what the state is of the process by looking at the data.
Secondly as the workflow updated the Field items I will also be able to generate reports from the fields.

Hello suezmic,

Thank you for providing additional information about your request. Rest assured that this will be reviewed by our developers. If ever this request gets developed, you will be notified on this ticket.

Let us know if there’s anything else we can help you with. 

Hi Dragana, you replied to “Michael”, but I assume your response was directed at me…

Hi Jess,

I think that Dragana was replying to you. To avoid confusion, I moved your feedback to a new thread. You can check that out here.

Any update on this request?

Hello Michael,

Thanks for getting back to us. We currently don't have any updates. Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users. But rest assured we will inform you once this feature becomes available.

In the meantime, let us know if you have any other questions.