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Hi,
I have a problem where a customer wants to see who is next to approve in a workflow approval group sequence. Ex:
- PO is created and sent for approval to a workflow group that consists of 5 approvers numbered 1-5. The factbox in the PO card only shows the one last to approve.
- The user who sent it can go to the approval entries page and there see who is currently to approve the PO's created by that specific user.
- The economy department want to be able to see this for every transaction sent for approval. Not only their own.
If I set SUPER as permission with company left empty to a user - then I can see every approval request ever sent by any user in the Approval Entries page.
But if I set SUPER permission to the user for the specific COMPANY we are working in, I can only see every transaction request made by that user (the one currently logged in as).
Our customer wants to be able to see where in the sequence of the approval workflow any PO is (what user who currently hold the approval request). Not only the ones they have sent for approval themselves.
Does anyone have any ideas?
Hello,
I don't know if there is a really good way to accomplish this without some kind of customization. You can set a user as the 'Approval Administrator' on the 'Approval User Setup' window and this might give them access to see everyone's pending approvals on the Approval Entries page. The problem here is that you can only specify 1 user as an Approval Administrator.
I think it would be a good feature request to have a page that you could give people access to that would show you every current workflow request and who it is pending approval from.
Bjorn,
The Approval Request Entries Page has a Page Filter built-in against the Sender ID. I am not a developer but I would consider either having the Page duplicated with the ability to see Open Approval Requests, ALL Senders, but only for Viewing. Like creating an new Approval Status UnApproved List view. Another thought is to create a Jet Reports to pull the data out to Excel to view.
Hope this helps.
Steve
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