Trying to build a quick saved search with a list o...
# general
m
Trying to build a quick saved search with a list of purchase requests outstanding / awaiting approval. Easy to drive a list of POs with status of Pending Supervisor approval, but how do I get the field that shows who the PR is sat with awaiting approval? And no its not the Next Approver field 😞
p
Try using the ‘employee fields’ join to add either the Supervisor or Purchase Approver, depending on which approach you are using. The user creating the PR should be set as Employee, so that join should get you what you need. If sometimes there’s a purchase approver and other times there isn’t you could do a case when formula in the search results to show Purchase Approver when populated and Supervisor when it isn’t