Viewing 'approvers' on the Task

[germc]

Hi guys,

We have approvals for our 'Requests' and 'Request Items' on the catalogue.

What is the best way to vew these quickly? So for example, an analyst is in a Task and needs to see very quickly who approved the overall Request and then the Request Item.

Is it best to use Relationships and have a tab on the Task or is there a better way?

If I use the flyouts on the Task to see the Request or Request Item info it doesnt show the tabs on there for the approvers. However, it does show on the actual Request.

Is there an easy way of adding it in here?

[solutioningnow]

Hi,

The best way is to setup Relationship on Task table which will display all the approvals related the Request as well as to Request Item.

Please mark answer as correct/helpful, if it was really helpful

Regards,

Solutioner

Enhance Knowledge NOW@ www.solutioningnow.com

http://www.solutioningnow.com/

[domaners]

Navigate to the Relationships module and set it up as noted in the attached screenshot. Then, open a Catalog Task and add it to the form, either as a Related List or an Embedded List.

[germc]

Hi Adam,
This works great. Is there a way to show the approver for the main Request too? (not just the Request Item).

The reason for this is we have approval set up on the Request itself and we wouold need to see the approver on the associated Tasks.

[domaners]

Hi Ger,

I tried to set it up to show the approvers for both the request and request item, but seem to be struggling with the OR condition. Remove the script in the relationship and replace it with this:

var enc = "document_id=" + parent.request_item + "^ORsysapproval=" + parent.request;

current.addEncodedQuery(enc);

I've tested this and it does work, let me know what you think.