Now Mobile - How do I display Approve and Reject buttons for Change Request

geraldp1
Tera Contributor

Hello,

I've am trying to display the approval buttons for Change Request items on My Task on Now Mobile, something similar to:
find_real_file.png

What I have done so far:

  1. Applets > My Tasks > Item Stream Segments > My To-dos > Item Stream M2M Segments > Approval To-do

  2. From the Approval To-do Item Stream, I added a new item in Item Stream M2M Item Configurations 

  3. In the Item Configuration:
    • Item view: "My approvals header view - change request" (this is the only OOTB that I can find)
    • Table: sysapproval_approver
    • Condition: Approval For.Task Type -- is -- Change Request
    • Embedded Screen: go to #3 (Form Screen)

  4. Form Screen:
    • Fetch Type: Prefetch
    • Header View: "My approvals item view - change request" (this is the only OOTB that I can find)
    • Tab > Form Screen Segments
      • I just created sample screen segments (see screenshot below)
    • Tab > Function Instances belonging to Screen
      • Function Instance
        • Name/Label: "Approve"
        • Location: Footer
        • Function:
          • Action Item:
            • Type: Update
            • Table: sysapproval_approver
            • Set field values: State -- Approved
          • Condition:
            • Table: sysapproval_approver
            • Condition:
              • Approval For.Task type -- is -- Change Request
              • State -- is -- Requested
          • Action Completion:
            • Jump to previous screen: true
            • Show refresh on previous screen: true

Somehow this does not seem to work. The item is displaying in My Tasks
find_real_file.png

But going to the item details, does not show the buttons for the CHG approval:


find_real_file.png
find_real_file.png


Is this related to the sys_sg_item_view (Item View) being used? What did I miss that it is displaying for HR Case, Request, and Request Items but not for Change Requests?

 
Thanks!

7 REPLIES 7

Would you mind marking the best matching answer as correct and helpful, to close this thread?

Thanks

Is there a way to add the footer function to do the action on the other table than the record screen is on? 

jxsaxton421
Tera Guru

I don't think this is possible. Functions require the table to be set, and I don't think there is a way to change the approval table when looking at a change request record.