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
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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.