Report module > report against a Approvers on Change Requests
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01-12-2024 08:10 AM
There used to be a "location" for questions on Reporting, but can't find it anymore.
I'm trying to build a report that would list all change requests assigned to a specific team, and then list out the full list of approvers tied to that change (approver names, not approver groups). I can't seem to find which field lists the Approvers when using the change_request table. I tried in reverse to use the sys approver table, but it doesn't have Assignment Group filtering (so just pulls all Approvers no matter what).
My Eventual goal, once I list all approvers, is to filter out and show Change Requests missing specific approvers. But as a start, I can't even get the list of Approvers to show! Any ideas? Or is it because they are in two different tables that I can't do what I'm thinking?
I'm not an admin, so building a custom metric or table is not an option. I have to use what is built in with the product.
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01-12-2024 09:42 AM - edited 01-12-2024 09:46 AM
Hello RC2,
I hope i'm understanding your requirements clearly.
If you want a list of the approvers with related approvers + assignment groups, then this should suffice:
1. Create a report on sysapproval_approver table
2. Add your conditions and make sure to add approval for = starts with = CHG so that you only get change-related approvals
3. Add the columns "Approver" + "Approval For" (change request number) + Group.Assignment group (the related group).
- This will show all change requests
- This will show the assignment groups for which an approval was asked
- This will also show each member of the assignment group
If my post helped you, please click the accept solution button and hit the thumbs up! Thank you!
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01-12-2024 10:58 AM
Sadly, that didn't work as the Group.Assignment group was empty. I think it's looking for assignment groups for approvals, but we don't use that, we use individual names. I need to filter on the Assignment Group of the team who created the change, but also against the teams who created the tasks. That's where I'm getting stuck.
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01-12-2024 01:39 PM
Then there are 2 ways:
1. Use the same table as in my previous post
2. Add one of the following fields (both will work) via dotwalk:
- Group.Parent.Assignment group
- Approval for.Assignment group
This will show the assignment groups that are linked to the change for the respective approval.
If my post helped you, please click the accept solution button and hit the thumbs up! Thank you!