RITM information on Approval record within Service Operations Workspace

mpgasbarro
Tera Contributor

Hi,
Im trying to decide what the best practice would be to populate RITM information on the approval record, within Service Operations Workspace. I know the Approval summarizer formatter won't work within SOW since it's a UI Macro. I thought maybe DOT walking via form layout but the information that can be dot walked to is limited. Would creating a before insert Business rule be the best to grab that information and populate within the approval record? Any guidance or workaround is appreciated! 

2 REPLIES 2

Shruti
Mega Sage
Mega Sage

Hi,

RITM information on the approval record is populated under Request section in Service operations workspace

Shruti_0-1754373760664.png

 

Ankur Bawiskar
Tera Patron
Tera Patron

@mpgasbarro 

why would approver visit workspace to approve?

workspace is used by agents who work on the tasks/ritm and not by approvers.

Approvers when navigate to approval record via My Tasks in portal they see RITM variable information there itself.

AnkurBawiskar_0-1754374039877.png

 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
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