Approval Requested displaying under Closed Requests on ESC portal
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‎06-25-2025 03:59 AM
Hello,
We have requirement that a manager can Approve, reject or return the requested claim to the Employee for editing purpose. But we are facing some issues in terms of Returning the claim for editing purpose:-
NOTE:- the claim request is a record in a custom table
1.[we know its not the best practice to make UI action on OOTB Approval table, but we still did that] We made Submit for Review button on the form, on the click of which State of submitted request must become Return for Review but there is an Active field attached to it, which is automatically becoming False, and then the record when we see on ESC portal it comes Closed Requests of 'Requests' page, although it must come under 'Open Requests'
2. After R&D we think there is system generated 'Active' checkbox with the record, which is setting to False when Submit for Review button on the form is clicked. We still wrote in UI action script to make Active True but on approval table the Approval state is getting set to No longer Required, in our case we want the state of the request to remain unchanged, so that manager can view the previous remarks given by him/her on the same request.
3. Even when in UI action script we set Active to True, the state of record automatically getting set as Draft, which must not be the case.
4. We must only be able to see the Approved and Rejected Requests under 'closed requests' filter, rest all must come under Open Requests on ESC portal
Please help in overcoming our issues
The main issue is with Approval state being set to 'No Longer Required'