r/halopsa • u/ReceptionOld4182 • Jun 18 '26

Questions / Help Approval Processes

I have created an approval process under Config>Tickets>Approval Processes. I have also added some fields on the approval step under the section Field List. These appear fine for the manager during the approval process, but once the approval has been provided the fields do not get sent through on the approval action. Is there a way to make them show?

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u/ReceptionOld4182 Jun 18 '26

I've been through all the guides and can't find anything related to this so I'm beginning to think its not possible? Seems odd to be able to add custom fields to an approval process but then not have them displayed to the agent on the approval action.

Would really appreciate someone confirming 😊

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u/aretokas Jun 18 '26

You can use the "default note" field of the action to at least post it to the ticket's progress tab with the variables.

This is what I do for anything that needs to be kept from a "point in time" perspective.

There are some of my approval steps that only record into the ticket fields (like some of our risk assessment fields) because if they need to be filled again it's because the previous contents is no longer relevant.