Update My Task approval view for Change Records

olufsen
Kilo Sage

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.

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Todos Approval URL: /now/nav/ui/classic/params/target/sp_widget.do%3Fsys_id%3Db6cb80e45b582300f1eaefe5f0f91a85%26sysparm_view%3D

 

 

 

1 ACCEPTED SOLUTION

Vanderlei
Mega Sage

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.

 

  1. Type "To-dos Configuration" in the filter navigator and look for the "Approvals" to-do

  2. In the Related List, click Task Configuration > New:

  3. 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

     

    Vanderlei_0-1697473523086.pngVanderlei_1-1697473538319.pngVanderlei_2-1697473549569.png

     

  4. Go to Tab Configurations > New
  5. Fill in the following fields:

    Type: Attachments

    Source: Request

    Name: Attachments

    SAVE
    Vanderlei_4-1697473585391.png

  6. Fill in the following fields:

    Type:  Activity Stream

    Name: Activity Stream
    INSERT AND STAY
    Vanderlei_3-1697473572449.png

  7. Test

    Vanderlei_5-1697473705526.png

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

View solution in original post

7 REPLIES 7

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

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

 

Vanderlei_0-1697493851486.pngVanderlei_1-1697493871555.png

Note that the widget only shows fields that are not empty

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.

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Thanks