Make Request Approval button visible before Change form is sublimitet

[ingebrigt]

Hi,

I'm working on simplifying the Change process, and I therefore want my users to be able to push the "Request Approval" button without having to save the form, or returning to the record after pushing "Submit". I've studied the UI Actions for "Request Approval" and tried simplifying the Condition variable, but with no luck.

Any suggestions of how to best make the "Request Approval" button visible from the moment the change form appears?

[Matthew Smith · Accepted solution]

There is a 'Show Insert' checkbox on the UI action that controls this. Just check this box, leave the conditions as they were and it should be visible before the record is submitted.

Hope this helps

Matt

[ingebrigt]

Thanks for the quick reply! I tested your solution in my development instance and it works like a charm. However, on my self hosted instance, nothing happens when i press the button. I should mention that I have done some changes to the workflow with regard to the assess stage...

Any suggestions to this as well?

[Matthew Smith]

Hi

I'm not too sure unfortunately, it seems to work OK in my dev instance too. I would just make sure you have enabled Show Insert and the same UI action you did in your dev instance - mine had 3 different ones..

Otherwise it looks like it coukld be an issue with the condition or script in the UI action.

Thanks

Matt