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01-17-2024 10:08 AM - edited 01-17-2024 10:15 AM
From the EC 'My Items' widget, when I open an Approval for a Change Request or Request (in the HRM Todos Summary widget on the 'hrm_todos' Page), I can see detailed information about the record and am presented with a link to record so that I can select it to view the approval in more detail.
However, when presented with an Approval for the publications of a Knowledge Article, I am presented with little information and no link to the record.
Is there a way to include some basic information and a link to the Knowledge Article to allow a more informed approval/rejection?
Solved! Go to Solution.
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01-19-2024 08:26 AM - edited 01-19-2024 08:27 AM
You'll have to configure it for opened, closed and rejected approvals.
To-dos Configuration > Approvals > Task Configurations (Related list item)
To-dos Configuration > Approvals - Completed > Task Configurations (Related list item)
To-dos Configuration > Approvals - Rejected > Task Configurations (Related list item)
You'll probably have to do a To-Do Configuration Details record too for how it displays on the left side of your screenshot (other tab in the related list).
To-dos Configuration: sn_hr_sp_todos_config.list
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01-19-2024 08:26 AM - edited 01-19-2024 08:27 AM
You'll have to configure it for opened, closed and rejected approvals.
To-dos Configuration > Approvals > Task Configurations (Related list item)
To-dos Configuration > Approvals - Completed > Task Configurations (Related list item)
To-dos Configuration > Approvals - Rejected > Task Configurations (Related list item)
You'll probably have to do a To-Do Configuration Details record too for how it displays on the left side of your screenshot (other tab in the related list).
To-dos Configuration: sn_hr_sp_todos_config.list
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01-19-2024 12:09 PM
I'm looking to do the same thing for Knowledge Approvals and also for HR Tasks, such as Mark When Complete. How would you pull in the link and more details to the Knowledge Article from related lists? @Jesse_H, can you provide some screenshots or more details?
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01-22-2024 06:46 AM - edited 01-22-2024 06:47 AM
Sorry when I said related list I meant on the to-do configuration record, for example, the Approvals one:
You'll see other examples in there that are out of the box like request items. You can look at those as an example to help you setup any additional tasks you want to pull in.
You can find a lot of helpful documentation at docs.servicenow.com:
https://docs.servicenow.com/bundle/vancouver-employee-service-management/page/product/employee-cente...
We have not implemented anything HR related so that might be different. Take a look at this, I believe it is relevant to HR tasks:
https://docs.servicenow.com/bundle/vancouver-employee-service-management/page/product/human-resource...
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01-23-2024 01:39 PM
Thank you! I think this will get me what I need.