Creating approval in sub task
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‎10-11-2023 06:55 AM
Hello Comunity,
There is a scenario where we need to add approval post task creation.
Use case:-
Let's say a catalog form is submitted .It will go for approval to HR.once it is approved task is generated say..to add someone in a security group.The requirement is..they would require one more approval and that is decided by the assignee who is working on that task because they know whom to point for the approval to add someone in security group.
Currently the process is manual they are sending mail to get it approved
Kindly help me to accomplish or what will be the challenge we might face during the implementation.please let me know.
Thanks!
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‎10-11-2023 07:45 AM
Hi XYZ,
I've run into a similar situation where the fulfiller needs to make the determination(s) a. is an additional approval needed and b. if so by whom. The approach I've taken is to add a couple of variables to the item, one for No approval needed (a checkbox) and the other a reference to sys_user for who needs to approve.
With UI Poicies or Client Scripts, those fields are hidden on the portal when the user enters the request, but they are visible and mandatory in the fulfiller's view. Obviously, one but not both of these fields needs to be completed. You can then manage the creation of the approval request via the workflow or business rules.
One thing that you need to keep in mind is that by default, all the variables that show in fulfiller views are read only. You can manage that via client scripts. Here's the link as to how. Keep in mind that you will need either client scripting or UI Policy(s) to manage what the fulfiller can/cannot update. Since I need this functionality for more than one item, I've added a field to the item definition form Defer Variable Lock. That way I can have scripting available for locking or not locking the variables and just need to define what is protected and what is updatable.
:{)
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‎10-25-2023 02:56 AM
Hello johnfeist,
Thanks!
I went through your solution and had couple of questions like let's say if there are more than one task generated for a ritm .How it's gonna work?
Currently if I say it will work for some xyz task only,but later if I want this to implement for more than one task how we can do that.