Get Approval History or Details from Custom Table

Mark52
Tera Contributor

Hi I currently have 2 custom table that is extended from task. I want to display the approval history of approval sequence either via related list or chart within the form of the travel booking or any suggestions will also be ok. 

Table Names:

1. Travel Booking

2. Approval Sequence

Scenario:

1. Create Travel booking Details

2. From the newly created travel booking, create approval sequence where user will input sequence of approval (e.g. 1-10) then input the approvers via list for approvals of approver.

9 REPLIES 9

Yash Agrawal1
Tera Guru

Hello Mark,

It is possible to do it using related list.

1.bring approval related list on travel booking form.

for that click on 3 lines of. form header>>configure>>related list>>and from left bucket search approval related list and double on it.so it will come on right side bucket.

2.Create a workflow for travel booking table.

workflow condition will be record is inserted.

and drag the "group approval" activity on workflow canvas

set the group name to which you want to send approval.

Save that workflow.

 

Conclusion- After submitting the record.Approval wil get. genrated.and visible in Related list of Travel booking Form.

You should try it once.

Please keep posted for more help.

Regards

Yash Agrawal

 

Hi @Yash Agrawal, the approval will take place on the approval sequence table not on the travel booking.

Hello Mark,

Ok,Is user going to create approval record on Approval sequence table manually.

Please kepp posted

Regards

Yash Agrawal

Hi @Yash Agrawal,

 

Yes the user will create the approval sequence manually then the approval will be triggered when the travel booking is for approval state.

 

Regards,

Mark