Provide the approvers with more in-context information about the approval requests for informed and prioritized approval workflows.
Antes de Iniciar
Role required: sn_hr_sp.esc_admin
Por Que e Quando Desempenhar Esta Tarefa
Each task configuration is associated with a table that is an extension of the To-dos configuration. Define the following task configuration sections:
Task configuration
Common information
Primary information
Tab configuration
Actions
Here is a sample illustration of how these configurations appear on the approvals page.Figura 1. Approval hub workflow in Employee Center
The information displayed on each section of the page depends on the individual approval request type. When a configurable section has no specified value or when a user does not have permission; information isn’t displayed.
Customize the experience by embedding widgets for all sections except task configuration.
Click the URLs for additional information and context.
Use the condition builder to specify the conditions that a task must meet to appear on the to-dos page.
Procedimento
Go to All > Employee Center > Administration > To-dos Configurations, click an existing to-dos configuration, and navigate to the Task Configuration related list.
Click an existing Task Configuration record.
Fill in the fields on the form.
Tabela 1. Task Configuration form
Field
Description
Name
Name of the task configuration.
Application
Application for the task configuration.
Active
Check the box to activate the task configuration for use.
Table
Name of the table configured in the to-dos configuration to which the task config is associated.
Additional conditions
Conditions that a task must meet to apply configuration. You can dot-walk to the associated table to define conditions on other table columns. Conditions are implemented on top of conditions from To-dos
config. Use the conditions to suit your requirements.
Reference column
To define conditions to the non-associated table, use a reference column from the selected table to help define conditions on reference tables. For example, the approvals reference column is
sysapproval.
Nota:
If the underlying submitted request is stored in a non-task table, select Source table.
Reference table
Reference table from above table to help define conditions on reference tables. For requests, the reference table is sc_request. You can select task or non-task tables in a task
configuration such as sn_wsd_rsv_reservation. Also, use Scripted Extension Points to create sn_ex_sp.RefNonTaskTables.
Go to Common Info to configure the to-dos configuration header.
Tabela 2. Common info form
Field
Description
Common info fields type
Select one of the following options to pick fields from the parent table or reference table as common info.
Fields
Custom
Common info fields - Fields
Fields you select from the parent table to appear as common info. When you select Fields from the parent table such as Approval for.Number, Due date, Created,
State, the fields appear as common info.
Nota:
When you select more than four fields, an error message appears.
Common info fields - Custom
Fields you specify from the parent and/or reference table to appear as common info. When you specify Custom fields such as {reference_table.number},{table.state},
the number and state fields appear as common info.
Link to task
The link that opens the parent task or external links. You can link to a task or non-task table approvals. When you select the External option to open the link in a new tab. Also,
adds an icon to denote an external link.
Select one of the options as URL source to display as URL.
When you select Custom, specify the URL directly. URL can have values from table and reference table. For example, {table.<fieldname>} or
{reference_table.<fieldname>}.
When you select Fields, map a field from the table and specify a page parameter value.
When you select Page, specify page (for example esc_kb_category) and page parameter values.
Nota:
These options appear only for non-task tables and when you select Link
to task.
Go to Primary Info to configure the details.
Tabela 3. Primary info form
Field
Description
Use widget
Select this option to use widget and widget parameters to customize experience of Primary Info.
Widget
Widget to display in the primary info section. Select the widget from the list. This field appears only when the Use widget option is selected. You can embed a custom or ootb widget
for the entire primary section.
Widget parameters
Comma-separated list of widget parameters. You can specify a combination of static and dynamic text in the widget parameter values. This field appears only when the Use widget option
is selected.
Title type
Indicates the title type that you want to display in the to-dos.
Custom: Indicates the custom text that appears as the to-dos configuration details.
Fields: Maps a field from the table that you selected to appear as the title.
Title
Title of the record.
Appears when you select Custom from the Title type list. Specify a combination of static text and dynamic field values as the title.
To define the title from the table, use the Table {table.field_name}.
To define the title from the reference table, use the Reference table {reference_table.field_name2}.
Field name indicates the variable to be replaced with the column names from the respective tables.
Nota:
Ensure you append table. or reference_table. as a
prefix to avoid rendering issues.
Appears when you select Field from the Title type list. Map a field from the table that you selected to appear as the title.
Page
Page you want to open when you click the link. This field (kb_article_view) appears only when the Reference column is Source table and the Reference table is Knowledge (kb_knowledge).
Page parameters
Additional parameters are required by some pages to look up a record (sysparam_article).
Fields
The fields you want to appear in the detail row of to-dos. The fields you choose are based on the table you selected.
Only appears when you select Parent fields from the
Detail type list.
Fields (Reference table)
Indicates the fields that you want to appear as the to-dos configuration details. If you select multiple fields, they’re separated by a hyphen. Only appears when you select Fields
from the Detail type list.
Nota:
The price field mapping from the Primary section for OOTB REQ record is removed. However, Admin can add it if required.
On the form, fill in the fields.
Tabela 4. Tab Configuration form
Field
Description
Type
Tab type based on which a widget is displayed. Possible options are:
Activity Stream: To display activity from the source task or request.
Line Items: To display parent-child relationship in multi-lines.
Attachments: To add or display the attachments from the source task or request.
Custom: To select a widget and parameters.
Variable Summarizer: To display only variables user had selected while requesting the item in a summarized format.
Variable Editor (Read-only): To display all variables present in the task in the format while creating request.
Selectable Line items: To display multiple line items that you can select and perform actions as a batch.
Nota:
Using this option allows you to filter the requests by state.
Source
Source for the selected type.
Table
Name of the table that the tab is associated with.
Display name
Display name of the tab.
Application
Application associated with the approval configuration.
Order
Order in which the tab is displayed in the tabs section.
Visible
Conditions for the tab visibility.
Script
Option to enable adding a script for the tab visibility. By default, this check box is cleared.
Visible script
Script for the tab visibility.
If the script returns true, the tab is visible on the standard ticket page.
If the script returns false, the tab is not visible on the standard ticket page.
Nota:
This field appears only when the Script check box is selected.
Widget
Widget displayed in the tabs section. This field appears only when Custom is selected from Type.
Widget parameters
Comma-separated list of tab widget parameters.
Click Actions to search and select the required action group.
Select the Approvals action group to display the frequently used actions such as Approve or Reject. For more information, see Action framework.
Opcional: Add Comments in a custom widget to show comments.
Nota:
Ensure you have the write permissions to the Comment field. Check the ACL and grant permissions to add comments.
Based on this configuration, the approvers see the in-context important information about the approval and complete the approval. For more reference info, see Approvals experience reference.
Nota:
A user must have the approval_user or business_stakeholder role to approve IT requests (not applicable to other requests such as HR approvals) on Employee Centre. Role validation has not been
implemented in Core UI16 because modifying ACLs in UI16 might have broader implications at the NowPlatform level.
Use the out-of-the-box Approvals action group to display the actions such as
Approve and Reject. For more information, see Action framework.
Nota:
For actions to appear in the my items widget, you can add the OOTB Approvals action group from All > Employee Center > Administration > To-dos Configurations, click an existing to-dos configuration, navigate to the To-do Configuration Details record, and use the OOTB Approvals action group under Fields
Mapping.
