Displaying the approvers in the Approvers Related List

jayanthk1401
Kilo Contributor

I have a change request where there will be three stages of approvers, once the state changes to 'Assess' the Approvers list displays customised list variable 'technical reviewers' approvers. After approval the state moves to 'Authorised', in this state there are two approval stages. First the 'Assignment Group' approvers once its approved, approvals move to 'CAB group' members.

But the approval members are displayed stage by stage. I cannot see Assignment Group approvers until the technical reviewers approve, and CAB group approvers until the assignment group approvers approve.

So my requirement is that i have to display all the approvers name once the state is changed to 'Assess', i want to see the group members of 'Assignment Group' and 'CAB Group' but the approval state of 'Assignment Group' and 'CAB Group' memebers should be in 'Not Yet Requested' state and the 'technical reviewers'   members approval should be in 'Requested' state. Once the tech reviewers approve, the state of 'Assignment Group' approvals should change to 'Requested' and same for 'CAB' members after this is approved.

Many Thanks,

- Jayanth

1 ACCEPTED SOLUTION

Hi Jayanth,



Then there is a Generate Activity for you which does the same. Sample screenshots as POC below



Capture.JPGCapture2.JPG


View solution in original post

8 REPLIES 8

Niklas Peterson
Mega Sage
Mega Sage

Hi,



Are the approvals that you cannot see created? Usually approvals are created by the workflows on demand. So they aren't created until they are needed. Creating approvals ahead in the process makes everything more complex. In the workflow you need to keep track of each approval and make sure the workflow moves on when the correct approval is approved. You also need to prevent approvers from approving the approval record in advance.



Regards


Niklas


ajbarnes
Tera Expert

Hi Jayanth,


I will echo Niklas here. Generating approvals ahead of time, and NOT requesting them yet greatly increases the complexity of your work. What is the business case behind needing to know who *will* approve this item in the future, but not allow them to do their approval now.


jayanthk1401
Kilo Contributor

Hi Niklas and Andrew,



Thanks for your replies, i know it increases the complexity of my work, to prevent the approvers from approving records in advance i have to change the state of the record to 'Not Yet Requested' until the workflow moves to that set of approvals, but whatever complex process you are mentioning is exactly what i want.


It would be really great if you guys can help me on this.



Thanks,


Jayanth


Hi Jayanth,


So, you can use the generate activity - and set it to approvals, before the approval activities you need to generate. You can also specify on an approval record to not generate, if so needed.