Is it possible to create an approval workflow for ...
# generalj
JC
11/17/2021, 2:27 PMIs it possible to create an approval workflow for items? has anyone done this before?
k
KevinJ of Kansas
11/17/2021, 2:31 PMI wouldn't see why you couldn't do this - you'd have to have a workflow on your items, that checked a custom field on the item record - and then an item filter on your transactions using a saved search looking for that box being checked.
KevinJ of Kansas
11/17/2021, 2:31 PMI mean, you could get less sophisticated and just use field level permissions to control the ability to mark the "approved" check box on the item
KevinJ of Kansas
11/17/2021, 2:31 PMBut I would expect most folks would want a button to push to approve.
j
JC
11/17/2021, 2:32 PMyes, the button situation is kind of killing me
JC
11/17/2021, 2:33 PMI sort of mocked a traditional transaction approval and the problem is that items do not contain fields like "Created By: User" and Approver: Supervisor
k
KevinJ of Kansas
11/17/2021, 2:33 PMMake your own.
KevinJ of Kansas
11/17/2021, 2:34 PMAdd a field with a dynamic default of the current user for created by. Workflow the setting of the supervisor approver.
j
JC
11/17/2021, 2:41 PMI see...
r
Rebecca
11/17/2021, 3:58 PMYou could also use the inactive field on the item. Set it to default to True, once the item has gone through review the “approval button” just unchecks the Inactive box.
This will keep you from needing a saved search for all transactions.
You will need to show your users who are creating new items, how to see items in global search that are marked as inactive.
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