Service Portal Approval Widget Link to Underlying Record

[davidpage]

In the Service Portal on the approval widget, how can I add a link to the underlying record being approved (approval_for)? Our approvers need to see all information on a record, including attachments and related lists, before they can approve or reject them.

[Allen Andreas · Accepted solution]

Hi,

I'm not sure what you mean as the OOB approval widget has a link to the record already?

Which then clicking that shows you something like:

Which has information such as the variables, attachments, etc.

 If this doesn't show...which it should, but if it doesn't, you may need to add approvers to be able to see the record in the ACL.

Please mark reply as Helpful/Correct, if applicable. Thanks!

[davidpage]

We want the approver to see all the details of the underlying request, not just the approval record and the approva_for field. Are requests are very complex and the approver needs to see all information, attachments and related information. They need a link to the request - not the approval record.  Thanks for your help.

[Laurie Marlowe1]

Hi Allen,

How do you get the fields to display for a change request approval or link to the approval record which displays the summary of item being approved?  I've tried a few things, but I'm thinking I'm making this way more complicated than it needs to be.  Another option would be to display this information in the Activity Stream on the Approval Record widget.  The Activity Stream does not show all the field changes when a ticket is create like Activities does in the native platform.  

 

Thanks,

Laurie

[rteggleston]

It would be helpful to know what version this applies to.  There is no link in Orlando to the underlying record.