Approval UI Action in the HR agent workspace

[Noelinho1]

Hi Community,

Is it possible to have the Approve UI Action shown on the HR Agent Workspace, where the 'assigned to' on the HR Case can approve the HR task/case?

Thanks,

NN

[AJ63]

@Noelinho1 : I think you can do that as by creating new UI ACTION. if you have already done that let me know... 

[Rob Sestito · Accepted solution]

Hello @Noelinho1 -

You could probably modify an existing Approve UI Action to be displayed for the  Assigned To person on the form, as well as it does for the actual approver. You could change the Condition of the UI Action, and add both Workspace Form Button and Format for Configurable Workspace as true.

This is just one of the few I brought up quickly to show the fields I am referring to that can be modified:

When there is an approval waiting to be taken care of, and you are using the Agent Workspace for HR, there should be an additional tab that appears for Approvers.

So with the possible changes to an existing Approve UI Action, the assigned to would see the Approve UI Action on the form from under the Approvers Tab.

And myself as the Assigned to of the case, can now click on the Approve UI Action and approve the request.

I of course probably used the wrong Approve UI Action you would want to use. But take a look at the list and you would probably want to look at the HR Core application, UI Action.

Or, you could look to create your own new one as AJ pointed out. And yes, if you have already created one (again as AJ has stated), be sure to mark those Workspace fields as true.

Keep us posted if you need more help!

Cheers,

-Rob