Creating a Report for Approvals by Catalog item
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‎08-14-2024 11:17 AM
I'm trying to create a report to improve visibility on our platform into which catalog items are generating approvals. As the sysapproval_approver table has approvals generated off of task records, I can't find a way to actually associate an approval with the RITM and by extension the Item that it was generated from.
My assumption is that I need to create a database view to join sysapproval_approver with sc_req_item to achive this goal, but I'm having some trouble with the database view itself.
I've tried joining the two tables and have included the Request Item Number and Item, as well as the Approval For and Approver on the Approval table, yet when I try to report on approvals created over time grouped by their items, no data is returned.
Is there something I'm doing wrong with my database view, or with my report? Is there an easier way I can potentially generate this report entirely?
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‎08-14-2024 11:58 AM
You don't need a database view for that. Use [sysapproval_approver] table as the basis for your report and use dot-walking to group by Approval for > Requested Item > Item like this:
Blog: https://sys.properties | Telegram: https://t.me/sys_properties | LinkedIn: https://www.linkedin.com/in/slava-savitsky/
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‎08-14-2024 12:32 PM
Hi @Maurice Murphy ,
I almost agree with @Slava Savitsky . Instead of what has been suggested, create a normal report based on the sysapproval_approver table with the below condition:
Afterwards, group the records as below:
Based on above, you will see which catalog items that are generating approval.
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Best regards
Anders
If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.
Best regards
Anders
Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/
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‎08-14-2024 01:58 PM
Hadn't realized that I could dot walk to the requested item from the approval for because it wasn't allowing me to do so via the columns directly, this is incredibly helpful!
I'm assuming that by dot walking to Approval For > Task Type and filtering by Requested Item will also produce the same result as simply inputting the source table as sc_req_item?
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‎08-14-2024 10:54 PM
Hi @Maurice Murphy ,
From top of my head then yes - it should.
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Best regards
Anders
If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.
Best regards
Anders
Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/