adding custom approval to task extended table

[dvp]

Hi,

I am trying to add an approval process for a test plan which is extended from task table. Below are the steps that I implemented

• Added Approvers related list to test plan form
• Added Approval field   to the form
• Created a Request approval UI action which updates the state of approval to requested.

Once i added approvers in the related list and   click "Request approval" button the state of approval records changes to 'requested'.

My question is whenever the approval state is changes to requested it automatically changing the state of related list approval records to requested. I tired to find which rule is changing but I couldn't find any even though I turned debug business rule.

Can anyone please help me in finding the rule playing hide and seek

Thanks,

[Chuck Tomasi]

Hi Dinesh,

You can still use a workflow for "ad hoc" approvals set by the user. Create an activity coordinator on the workflow and add an ad hoc approval inside it.

As curious as I am to hear more about your other method, I don't see a great value in re-engineering a lot of work that the platform already offers.

[dvp]

I am trying to use the workflow but the activities are not available. Can you tell   what i'm missing?

[dvp · Accepted solution]

Nevermind. I got it

Turned off approval engines

[Chuck Tomasi]

In the workflow properties, validate that you are using your table. If it is extended from task, you get the approvals.