Idea ID: 2697596

Displaying approval chain on SMAX portal

Status : Under Consideration
Under Consideration
See status update history
over 1 year ago

Hello,

Currently end users are unable to display the current pending approvals and future approvals in the Request detail. They can only see that the request is in Approval phase but they have no idea that who has approved and whose approvals are pending. They should be able to see the approval progress, comments and history of their requests.

Kind Regards,

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SMAX
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  • Hi, you can use the function CurrentApprovalStatus for getting the list of pending approvals. 

    Create a rich text field on Request and then a set field rule on it to populate it with the ${entity.CurrentApprovalStatus} function. You should put this under the After Change event on the Approve phase of Request. You should as well add it as a Per schedule rule to trigger short after an update ( let's say  1sec) to catch all the asynchronous updates.

     
     
Comment
  • Hi, you can use the function CurrentApprovalStatus for getting the list of pending approvals. 

    Create a rich text field on Request and then a set field rule on it to populate it with the ${entity.CurrentApprovalStatus} function. You should put this under the After Change event on the Approve phase of Request. You should as well add it as a Per schedule rule to trigger short after an update ( let's say  1sec) to catch all the asynchronous updates.

     
     
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