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gireeshz Identifying approval steps in multi-step approvals
(Alternate title: How to edit the 'items to approve' related list?)
ok, so here is our issue:
We have a multi-step approval process using the new workflow and approvals engine in winter '07. At each step of the process, the custom 'status' field for the object is updated with a new value. Today, the same person in our org performs the approval for more than one step of the process. So, when this user looks at their 'items to approve' list on the home page, they have approvals waiting from multiple steps of the process. The user would like to be able to see which 'step' of the process each 'item to approve' is actually in.
This would be feasible if we could include on the 'items to approve' related list the custom 'status' field (or any field) from the object that the approval process is assigned/related to. However, this does not seem possible. Can anyone confirm this?
Additionally, if you click 'Manage All' from the home tab, you are able to see a little more detail about the approvals, but still nothing that would indicate where in the process it is. You can edit these related list views, but still cannot add any fields from the approval related object. There is a field called 'Description', however, I cannot seem to decipher just were exactly this field is fed from.
Are there any ideas or suggestions out there??
Many Thanks!
ok, so here is our issue:
We have a multi-step approval process using the new workflow and approvals engine in winter '07. At each step of the process, the custom 'status' field for the object is updated with a new value. Today, the same person in our org performs the approval for more than one step of the process. So, when this user looks at their 'items to approve' list on the home page, they have approvals waiting from multiple steps of the process. The user would like to be able to see which 'step' of the process each 'item to approve' is actually in.
This would be feasible if we could include on the 'items to approve' related list the custom 'status' field (or any field) from the object that the approval process is assigned/related to. However, this does not seem possible. Can anyone confirm this?
Additionally, if you click 'Manage All' from the home tab, you are able to see a little more detail about the approvals, but still nothing that would indicate where in the process it is. You can edit these related list views, but still cannot add any fields from the approval related object. There is a field called 'Description', however, I cannot seem to decipher just were exactly this field is fed from.
Are there any ideas or suggestions out there??
Many Thanks!
does anyone know where the 'description' field in the 'Items to approve' related list comes from??