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‎09-16-2018 01:11 PM
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.
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‎09-16-2018 02:15 PM
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.
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‎01-25-2021 12:44 PM
Hi,
This was not literally to the underlying record, but to the details of the record contained within the approval. That seemed to worked for them and is still how it appears today in the approvals widget. If you're looking for something else, like a literal link to the underlying record, then you'd have to modify the widget or create one yourself.
Thanks!
Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!
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‎09-16-2018 05:52 PM
One possible solution is to create a custom widget (no cloning) to add to the approval page (second image in Allen's post) that takes advantage of the sysapproval_approver sys_id that is already supplied in the url. From that you can get to the Request sys_id.
Through the platform interface create a form view for the Request that only contains the data that is needed (not required but in case you don't want any fields to display).
Back in the custom widget embed the form widget and use the information such as the sys_id and the table name and pass that to the embedded widget along with the view name previously created.
Add the custom widget to the approval page.
DISCLAIMER: This is under the assumption that what ever complexity is added to the request form is Service Portal supported.