Update approvals action group

Approvals action group provides quick access to approve or reject the requests directly from the approvals page.

Before you begin

Role required: sp_admin or sn_hr_sp.esc_admin

About this task

You can use the default set of actions or customize the actions to suit your business needs.

Procedure

1. Navigate to All > Employee Center > Action framework > Action Groups.
2. Click New or edit an existing Approvals action group record.
3. Edit the Action group name
4. Click Save or Update.
   Use the Action group m2m table to add multiple actions into a group.
5. On the Action group M2Ms related list, click New or update an existing record.
   1. Select the Action item from the available options such as Approve or Reject or Configure actions.
   2. Edit the Order of the action item.
   3. Select Primary to set the option as primary.
   4. Select one of the following Action Visibility options.
      • Visibility to Self
      • Visibility to Manager
      • Visibility to all
      • Visible to all except Self
      • User criteria: Select the user criterion from the available options.
      • Advanced: Define a custom visibility with the Advanced option through a script. For example, answer = context.state.toString() === 'requested';.

      Note:

      The context is the GlideRecord parameter for the rendered action. You can modify the parameter as needed.
6. Click Save or Update.

Result

Approvals action group is configured to perform quick actions such as Approve and Reject from the approval page.