Approval entries with check box and approval clause
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07-18-2024 04:27 AM
I have a catalog and which requires sequential approvals to be configured. There are 3 approvals among them that requires a approver to provide an explicit confirmation to a checkbox of Risk Acceptance.
The approval screen should show the check box with the risk acceptance clause and user has to tick it while approving the record.
I want this UI changes to be done in all the places approvals are showing (native UI, service portal --> My Approvals)
How can i do this?
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07-18-2024 05:51 AM
This will take a lot of customization. Also depending on your process: if it's not ticked, will the approval remain as-is, or will it reject?
You could add the checkbox to the approval form (on all views/places where it shows) so it's there, with a message what it is relating to (and only show when it's related to the catalog item). It depends on you logic what it needs to do: approve when checked is clear. But do you want the approve button only to be visible once checked? Or do you want to reject it if not checked, etc.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
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07-21-2024 12:37 AM
Yes. It requires lot of customization considering all the use cases that may arrives.
I am thinking about switching the solution to RITM stages instead of approvals. I can enable the fields there and ask the approvers to confirm the check box and update the status.