Has anybody got experience with the advanced appro...
# generalf
Fraser Davidson
01/29/2019, 4:43 PMHas anybody got experience with the advanced approvals suite solution bundle? More specifically, setting the next approver using a dynamic approval rule?
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KevinJ of Kansas
01/29/2019, 5:12 PMI have some limited interactions with it - mostly around helping someone else finish their setup with some creative design. Depending on the level of help needed, might be more than I can give over slack. What is it you are needing assistance with?
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Fraser Davidson
01/29/2019, 5:22 PMAny help is appreciated...
First Approval Rule should set the next approver to be whoever is picked from a list of employees. For example in screenshot the next approver would be Eureka Solutions 3(Requestor field). I assume this would be achieved through dynamic rule but not working as expected
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KevinJ of Kansas
01/29/2019, 5:29 PMCan you screenshot your dynamic rule itself?
KevinJ of Kansas
01/29/2019, 5:31 PMI've used dynamic rules to bring in info from a related record - i.e. a custom field on the department tied to the transaction to set the next approver that way. While that seems more difficult, there's a field I'm not sure what to put in if you aren't linking to another record
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Fraser Davidson
01/29/2019, 5:32 PMI had been testing with a custom field (nextapprover) on the employee record
Fraser Davidson
01/29/2019, 5:32 PMmessage has been deleted
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KevinJ of Kansas
01/29/2019, 5:38 PMI'm not sure you need that custom field on employee record - you can likely use the employee ID field
KevinJ of Kansas
01/29/2019, 5:39 PMThat said, your setup looks mostly correct to me assuming that the Record Field on Transaction is the same ID as the requestor.
KevinJ of Kansas
01/29/2019, 5:39 PMin your first screenshot
KevinJ of Kansas
01/29/2019, 5:39 PMAlso is requestor not the person entering in the transaction?
KevinJ of Kansas
01/29/2019, 5:40 PMIf so - wouldn't the process simply be to have them enter the transaction and then submit for approval?
KevinJ of Kansas
01/29/2019, 5:40 PMthus bypassing the need to set a first stage of approving it themselves?
KevinJ of Kansas
01/29/2019, 5:42 PMI just noticed - your IDs match the example from the solution guide setup on the Record Field on Transaction
KevinJ of Kansas
01/29/2019, 5:42 PMAre you sure that's the right ID in that box for the transaction field for requestor?
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Fraser Davidson
01/29/2019, 6:32 PMHere are the field Id's for the requester field and the custom field on the employee record. The requirement is for the user to be able to select a bill approver(I am planning on renaming the requester field label to bill approver). It may not always be there own user.
Fraser Davidson
01/29/2019, 6:32 PMmessage has been deleted
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KevinJ of Kansas
01/29/2019, 6:35 PMI'm guessing you've got something else interfering with this then - that setup looks correct to me