copy/populate the Document ID on a Manual Approver record of change request

[MR1]

Hi All,

We are adding the manual approver to the change request. But the document ID of manual approver record is empty.

Approval record via workflow vs Manual approval record. 

Manual Approver

[Sebas Di Loreto]

So the EDIT button was activated in that related list for change.

These are the screen in an out of the box instance

The problem with that is that when you press the EDIT button and add a person, the new record will only have what the related list "connection" is: approval for=<your change>

That is why that is the only field populate and the state is still "not yet requested"

You could create a business rule in the sysapproval_approver table to copy one field into another.

[Sebas Di Loreto · Accepted solution]

You have to add one more line in the script to have the correct source for the sys_id

[Aman Kumar S]

How exactly your manual approval is working?

Check the BR on the table, and manually try to pass sys_id of the corresponding record to the correct field.

[MR1]

My manually approver is added via Edit button, 

Then we have approval coordinator to check manual approver.

Thanks

[Sebas Di Loreto]

There is a UI policie affecting the "Approving" (document_id, newer field) and "Approval for" (sysapproval, it is a legacy field) fields called "Check for presence of new document_id field. If it is not on form, display the legacy sysapproval form."

It is scripted and you can find it here: /sys_ui_policy.do?sys_id=9f3d01d33b211000dada82c09ccf3dbb

Your manual record is running into one of the scenarios (3rd one) in that UI policy.

Make sure the manual approval record does NOT pushes a value on the "Approval for" (sysapproval) field and DOES push a value on "Approving" (document_id)