If a user is a delegate and the user they are a delegate for gets an approval request will they see that approval request in their pending approvals queue?

chaitanya09 · ‎05-19-2016

TrevorK · ‎05-19-2016

It depends what the code is behind your link.

For example, if your filter is set to: javascript:gs.getUserID(); then no, the delegate will not see the approvals. However, if your filter is set to javascript:getMyApprovals(); then yes, the delegate will see the approvals. This is why, when you are modifying the left hand navigation items, you have to remember that some are setup from SN using functions other than what you may expect because they need to look for items you are a delegate of, in addition to your own items.

At one point there was a business rule that ran on the sys_approval table called approval query that actually called getMyApprovals every time the table was queried, essentially doing it for you. But in my developer instance that rule has been inactivated, so I am assuming it is inactivated in your instance too. Therefore, setup your link to point to javascript:getMyApprovals(); and it will show the approvals for the user and the users they are delegates of.

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TrevorK · ‎05-19-2016

Yes.

The business rule approval query is a business rule that rules every time the approval table is called. Basically, it just executes the getMyAppprovers function. It is inactive in my developer instance.

The business rule getMyApprovers is a business rule that contains a function that looks for your delegated approvals as well. It is active in my developer instance.

So getMyApprovers is independent of approval query, and even though approval query is inactive, you can still call getMyApprovers yourself.

The business rule approval query was inactive on my instance and business rule getMyApprovers was active. Therefore, since I assume you are doing this from the left hand navigation menu you will put the code javascript:getMyApprovals(); as the Approver is logic:

So this should work on your instance if everything is out-of-box in this regard.

chaitanya09 · ‎05-20-2016

I need to run this test on my instance. Can you tell me which module or application has a "approve" button.

TrevorK · ‎05-24-2016

Sorry for the delayed response - it was a holiday weekend in Canada.

You can test out approvals in the Managed Documents and Change Management modules. There are many more places they are used, but those are two common places that should require very little configuration (out of the box) to have working.

chaitanya09 · ‎05-24-2016

Suppose I am a user in SNOW. I have a delegate X and Y is a delegate of X. If I receive notification X will also receive the approval request on my behalf and Y will also receive because he is a delegate of X. Do you know how to stop delegation at X? Is there any flag or business rule in place that would stop the delegated approval chain at just the direct delegate? I am working in Fuji. Is this already addressed in Geneva or Helsinki?

mbruyere · ‎03-29-2017

Thank you very much Trevor. I was scratching my head wondering why Delegate approvals weren't showing up on our ITIL page. Quick change to our filter to

Approver is javascript:getMyApprovals(); resolved it for us.