How to show record approved from 'List View' in Approver Source Field.

[Hardik2109]

Hi All,

There's a field in approver table named "Approver Source" which tells where the record is approved from, the field has various choices like Mobile UI, Tablet, Desktop UI, Email. 

Requirement is I want to add a new choice in the Approver Source : List view
(if a record is approved from list view by right click on the record) it should then display List view in Approver Source.

How to achieve this?

Thanks!

[Taha Habib · Accepted solution]

Hello Hardik, 

To complete this requirement you can do the following steps:

1, Create another choice in the Approval source field:

2. Create one more field in the Approvals table called u_list_approved as a true/false field, to check if the record is modified via list.

3. Create a list edit ACL on the approver table and in the advanced script set the u_list_approved to true, this steps ensures that whenever someone approves or rejects the record via list it will update this field.

Script inside list edit ACL:

current.u_list_approved=true;
current.update();
gs.info("inside acl");
answer=true;

4. modify the "Tracks approval source" Business rule:

Just modify the last else part of the script, to update list in Approval source.

Business rule script to modify:

Once you follow these steps, you will be able to achieve your requirement. However, it might lead to a lot of global exceptions in the client environment as you might not have access to everything.

Result:

I hope this helps you, If you find this helpful please mark this solution as helpful and correct, as an appreciation for the time I spent building these examples for you. Thank you.

[Taha Habib · Accepted solution]

Hello Hardik, 

To complete this requirement you can do the following steps:

1, Create another choice in the Approval source field:

2. Create one more field in the Approvals table called u_list_approved as a true/false field, to check if the record is modified via list.

3. Create a list edit ACL on the approver table and in the advanced script set the u_list_approved to true, this steps ensures that whenever someone approves or rejects the record via list it will update this field.

Script inside list edit ACL:

current.u_list_approved=true;
current.update();
gs.info("inside acl");
answer=true;

4. modify the "Tracks approval source" Business rule:

Just modify the last else part of the script, to update list in Approval source.

Business rule script to modify:

Once you follow these steps, you will be able to achieve your requirement. However, it might lead to a lot of global exceptions in the client environment as you might not have access to everything.

Result:

I hope this helps you, If you find this helpful please mark this solution as helpful and correct, as an appreciation for the time I spent building these examples for you. Thank you.

[Hardik2109]

@Taha Habib , 

Thanks a lot for your efforts, it worked. (Y) 

But, one doubt it only works when value is changed on double click and value set to Approve/Reject
It does not work on right click --> Approve/Reject.

Thanks again!

[Taha Habib]

It looks like the List ACL doesn't work when you do right click and approve or reject a record, which is weird.

[Hardik2109]

Hi @Taha Habib ,

I am getting the "Approval source" as List if I am doing a cell edit in the list view, so that's working fine.

But it is not coming up in 2 ways:
1) First, if we right click and approve/reject.
2) If we approve/reject from the Actions on selected dropdown in the right corner.

Can you please suggest on this? 

Thanks!