Approval in business process not visible in Account timeline
Hi everyone đź‘‹
We’re currently working on a process that includes an Approval element at the end of an Account creation flow.
The process runs successfully — no errors are thrown — and the approval record is created in the system.
However, the approval does not appear in the Account’s timeline (history/activities feed).
Here’s what we did:
- We read the Account record before the approval step.
- In the Approval element, we set the Object to “Account” and the Record ID to the Account Id from the previous “Read data” step.
- The approval is correctly assigned to the approver, and the process completes successfully.
But still, nothing appears in the Account timeline.
We’d like the approval to be visible as an activity in the Account’s history (so users can see who approved what directly on the company page).
Has anyone managed to make this work?
Do we need an additional configuration (or maybe a script task) to explicitly link the approval to the Account in the timeline?
Any ideas or examples would be greatly appreciated 🙏
Thanks a lot,
Thierry
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Hi,
If you want approvals for Accounts to be visible and manageable, here’s a possible approach based on how approvals work for Orders:
Proposed idea / workaround:
-Adapt the business process for Accounts: for example take the existing "Order Approval Freedom" process and modify it to work with Account records.
-Create a new tab in the Account section
-Add a dedicated tab to display Approval and Approval List, similar to how it’s done in the Orders section.
In this new tab, users will see:
-All pending approvals
-Positive and negative approvals (statistics)
-Approvals assigned to them, which they can action
-Approvals not assigned to them are visible but cannot be approved
Currently, approvals won’t appear in the Account timeline, so this separate tab would provide a clear view of all approvals related to the Account.
Rewiewing approvals from timeline will be logged as an idea for developers in the future releases.
If needed, we can also provide screenshots or additional explanations -please let us know.