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10-14-2023 04:33 PM
Hi, I do not know much about portal changes but I have a requirement to add more details on the change approval widget. Can anyone guide me on how to implement it?
We need to add the following fields after the number with link: Requested by and Description.
Todos Approval URL: /now/nav/ui/classic/params/target/sp_widget.do%3Fsys_id%3Db6cb80e45b582300f1eaefe5f0f91a85%26sysparm_view%3D
Solved! Go to Solution.
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10-16-2023 09:27 AM - edited 10-16-2023 09:31 AM
Hi @olufsen , How are you?
I believe the best alternative is to avoid customizations and use "To-dos Configuration > Task Configuration" to add these fields, without using code.
- Type "To-dos Configuration" in the filter navigator and look for the "Approvals" to-do
- In the Related List, click Task Configuration > New:
- Fill in the following fields:
Name: Change Request
Reference column: Approval for
Reference table: sc_req_item
------- Common Info -----
Common info fields type: Fields
Common info fields:
sysapproval.number,due_date,sys_created_on,state
Link to Task: true
----Primary Info-----
Title type: Field
Title: sysapproval.description
Fields (Reference table): requested_by
---- Action ----
Action Group: Approvals action group
SAVE - Go to Tab Configurations > New
- Fill in the following fields:
Type: Attachments
Source: Request
Name: Attachments
SAVE
- Fill in the following fields:
Type: Activity Stream
Name: Activity Stream
INSERT AND STAY - Test
This way, the fields appear automatically, without needing customization, facilitating maintenance, and following good employee center practices.
If my answer helped you, please mark my answer as helpful.
Vanderlei Catione Junior | LinkedIn
Senior ServicePortal Developer / TechLead at The Cloud People
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10-16-2023 01:58 PM
Hello @olufsen ,
If you want to use tabs, you will need to create a custom widget and pass some parameters to it.
An easier alternative would be to add all the desired fields to the Task Configuration itself, in the Fields (Reference table) field.
If my answer helped you, please mark my answer as helpful.
Vanderlei Catione Junior | LinkedIn
Senior ServicePortal Developer / TechLead at The Cloud People
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10-16-2023 03:05 PM - edited 10-16-2023 03:07 PM
Hi @olufsen, I made this custom widget and I believe it can help you.
Step 1: Upload the Record Fields widget to the platform
Step 2: Go to Tab Configurations > New
Fill in the following fields:
Type: Custom
Widget: Record Fields
Name: Planning
Widget Parameters: fields : justification,implementation_plan,risk_impact_analysis,backout_plan,test_plan
SAVE
Repeat step 2 to create the Schedule tab
Note that the widget only shows fields that are not empty
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03-13-2024 07:07 AM
Hi @Vanderlei ,
I followed the above steps and configured the task and tab configurations, but still unable to see. Kindly help me in achieving this.
Thanks