Edit or Add Approvers to RITM in Service Operations Workspace

Marcus Walbridg
Tera Expert

In the platform on a RITM record, you can add additional approvers via the related list 'Approvers'.  In the Service Operations Workspace, I do not see this same functionality.  Is there a way to add this?

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1 REPLY 1

Scotty Williams
Tera Contributor

If you're still looking for the answer, figured out how to do this today with help from this post/creating an Action Assignment (sys_declarative_action_assignment) record. Don't make the same mistake as I did though - which was insert/staying on the record we had for Agent Workspace while changing the "Implemented as" field to UXF Client Action. Realized after a few hours of troubleshooting that I had to clear the "Workspace" field (which had Agent Workspace listed still) for it to work. That field gets hidden with the switch from Client Action -> UXF Client Action so it hadn't occurred to me to clear it. Rookie!

 

Also make sure there's an ACL for sysapproval_approver -> Approver for whoever needs to add those approvals. I think the original post I used for the this and the Agent Workspace config was this one.

 

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