Show Delegate in Approves tab

alvatindra · ‎10-07-2016

Hi,

If I assign a delegate to an approver, Can I show delegate in Approvers tab in change request?

I made Fred luddy as delegate for Abel tuter.

In approvers tab, it shows only abel tuter, I need to show his delegate Fred luddy too.

Geoffrey2 · ‎10-07-2016

You can pull that off using Hierarchical lists.

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

Relationships are how you create your own custom Related Lists.

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

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.

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.

I personally think it looks ugly - but there is nothing you can do about that.

View solution in original post

akunk23 · ‎05-24-2017

Hey Geoffrey,

I know this is along shot beings this post was from awhile ago but I did what you explained and it worked perfectly. Do you know if theres anyway where I can actually record if a delegate approved a changed for the actual approver. Right now if a delegate approves it, it just says that the actual approver did it.