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Display delegate users in RITM approver

Vikram3
Tera Guru

Hi,

I need to display delegate users in RITM approvers tab. If any approver has delegate set up it has to be displayed.

1 ACCEPTED SOLUTION

sachin_namjoshi
Mega Patron

First, create a Relationship on the Approvals table that shows all the Delegates for the Approver.

System Definition --> Relationships

Relationships are how you create your own custom Related Lists.

 

 

 

Screen Shot 2016-10-07 at 9.16.52 PM.png

 

 

 

Add the Relationship to the Approval table via Configure > Related Lists.

 

Screen Shot 2016-10-07 at 9.18.11 PM.png

 

 

 

Now go to the table where your Approvals Related List is - the Change Request table or whatever.

 

On the Approvals Related List, go to Configure > List Control and check Hierarchical lists.

 

Screen Shot 2016-10-07 at 9.22.02 PM.png

 

Screen Shot 2016-10-07 at 9.20.33 PM.png

 

 

 


You will see new arrows on each Row.   Expand the arrows.   The Hierarchical lists show all the Related Lists for that record - which is your new Delegates List.

 

Screen Shot 2016-10-07 at 9.14.22 PM.png

 

Regards,

Sachin

View solution in original post

3 REPLIES 3

sachin_namjoshi
Mega Patron

First, create a Relationship on the Approvals table that shows all the Delegates for the Approver.

System Definition --> Relationships

Relationships are how you create your own custom Related Lists.

 

 

 

Screen Shot 2016-10-07 at 9.16.52 PM.png

 

 

 

Add the Relationship to the Approval table via Configure > Related Lists.

 

Screen Shot 2016-10-07 at 9.18.11 PM.png

 

 

 

Now go to the table where your Approvals Related List is - the Change Request table or whatever.

 

On the Approvals Related List, go to Configure > List Control and check Hierarchical lists.

 

Screen Shot 2016-10-07 at 9.22.02 PM.png

 

Screen Shot 2016-10-07 at 9.20.33 PM.png

 

 

 


You will see new arrows on each Row.   Expand the arrows.   The Hierarchical lists show all the Related Lists for that record - which is your new Delegates List.

 

Screen Shot 2016-10-07 at 9.14.22 PM.png

 

Regards,

Sachin

Thanks. It worked.

Hi Sachin. May I know what role should be provided to view the delegate details. Because ITIL users can't able to view this as it shows security constraints.