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Approval Logs in Generate Document Action

Automatically include approval history in documents generated by workflows, enhancing traceability and internal recordkeeping.

Updated yesterday

The Approval Logs feature allows users to include detailed workflow approval records when generating documents using the Generate Document action in Yeeflow. This ensures that each document contains a full audit trail, including the approver’s name, time, decision, and comments.

Approval logs can be inserted into the generated document through either text or table fields in the document template. This enhancement is especially useful for internal archiving, compliance purposes, or sharing documents that clearly reflect the approval process.


Supported Field Types

The Approval Logs can be mapped to the following types of fields in the document template:

  • Text field: Displays all approval records in plain text format. Useful for simple or compact summaries.

  • Table field: Displays each approval record as a row in a structured table. Recommended when you need a detailed breakdown of the approval process.

When using a table field, you can map the columns in your document to specific attributes from the approval logs. The supported attributes include:

  • Action name

  • Approval outcome

    (e.g., Approved, Rejected)

  • Approval time

  • Comments

  • and other fields as needed.


How to Use

To include approval logs in your generated document, follow these steps:

  1. Prepare your document template

    • Open your Word template and add a text or table placeholder field where you want to display the approval logs.

    • For table fields, ensure the column headers align with the approval attributes (e.g., Name, Time, Result, Comments).

  2. Add a Generate Document action in your workflow

    • In the workflow designer, insert the Generate Document action at the appropriate step.

  3. Open the settings panel for the action

    • In the Field Mapping section, locate the field where you want to insert the approval logs.

  4. Select “Approval Logs” from the dropdown list

    • Choose the Approval Logs option as the data source.

  5. Map approval attributes to table columns (if using table field)

    • Match each table column to an approval attribute, such as approver name or approval time.

  6. Save and publish your workflow

    • After completing the setup, publish your workflow. The generated documents will now automatically include the approval history.

To display the approver’s name or other user-related information (e.g., job title), use the getUserAttr formula. Example:
getUserAttr(Current object: Assignee, "Job Title")

the available attributes come from user management in the Admin Center


Use Case: Contract Approval Recordkeeping

In a typical contract approval workflow, a document may go through multiple levels of review — such as by the requester’s manager, legal team, finance department, and final approver.

Once the approvals are complete, the workflow generates a finalized contract document using the Generate Document action. With Approval Logs enabled, the system can automatically insert a table into the document that lists all approvers, their decisions, timestamps, and comments — providing a clear and complete audit trail.

This is especially useful for:

  • Internal archiving

  • Compliance and audit reviews

  • Sharing approved documents externally with full approval history

To implement this setup, make sure your Word template is configured correctly. For guidance, refer to:


Conclusion

The Approval Logs feature in the Generate Document action helps you create documents that not only capture the final content but also include a full record of the approval process. Whether used for internal documentation, audits, or external sharing, this ensures greater transparency and traceability in your workflows.

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