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Approvals not showing on my tasks tab in the unfied portal

Vaishali 11
Tera Guru

9 hours ago

Hi,

I have created a flow designer which takes approval names from an intake form and once submitted creates a hr case. Once the hr case is created it triggers the approvals to the user that was selected on the intake form while submission. Till this point it's working fine. But on the notification(OOB one) that is sent to the approver for approval contains a link to approve it when clicked on it it lands to the unified portal page but the approvals are not showing under my tasks open section. Although it's showing under the my tasks completed section once it's been approved from the case.
Is it possible to show the approvals under my tasks, if yes how it can be achieved?

 

Thanks in advance!!

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Me Being Mustaq
Tera Guru

3 hours ago

Hi @Vaishali 11 ,

 

It is possible to show the pending approvals under the "My Tasks" open section in the Unified Portal. The approvals are recorded in the Approval [sysapproval_approver] table with a state of "Requested." To display these pending approvals correctly in the "My Tasks" section, you need to ensure the following:

  1. The approval tasks must be assigned to the correct user and have the state set to "Requested" so they appear as open tasks.

  2. The "My Tasks" widget or view configuration in the Unified Portal must be correctly set up to query and display approval records from the Approval [sysapproval_approver] table filtered by the current user (the approver) and by open state.

  3. If OOB notifications link to the Unified Portal but approvals do not show in "My Tasks," this often means the widget or the underlying query/filter is not properly including approval tasks.

  4. You may need to customize or clone the "My Tasks" widget or add the "Approvals" widget in the portal to explicitly list approval tasks separately from completed tasks.

  5. Ensure the flow runs in the foreground when creating the approval tasks to avoid timing issues where approvals do not immediately appear in the portal UI.

Configuration steps can include reviewing and modifying the portal widget server script to incorporate querying pending approvals for the logged-in user and confirming ACLs allow viewing the approval tasks. You might also configure the "To Do" or "Task" configurations to include approvals correctly in the task lists.

This approach aligns with best practices for HR case approvals and task visibility in the Employee Center or Unified Portal

 

You may find below thread helpful:


If it is helpful, please hit the thumbs button please mark the answer as correct based on the impact!!

 

 

Kind Regards,

Shaik Mohammed Mustaq

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