A customer has a customisation that would be good in the base product.

They have an extra section in their customer approval screens on the portal which shows information about previously completed approvals within the same workflow. This would show things like the name of the approver, any note they added, the response (approve/reject). They have hard coded this into each approval screen but if we are clever I think we could develop it so it would be a section in designer that we could configure. As in, have a seperate drop down value in "data fields for" which would be "Other Approvals in this request". This would contain a list of all approval fields and if they are dropped into a section of the customer approval screen called "Previous Approvals", it would display all of the fields added into this section multiple times based on the number of completed approvals in that request. This would be great for showcasing a Change Request in a demo, so when the Change Manager views the CAB approval there is a list of all of the people who have approved, any outstanding approvals and who has rejected, with the notes. As it is available in the customer approval on VSM portal, it should be able to be seen on the vFire portal too.
  • Product Management Alemba
  • May 21 2015
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  • Admin
    Dave Ball commented
    February 28, 2017 16:36

    Portal Approval Summary widget was implemented in v9.6.2 General Availability.

  • Guest commented
    August 11, 2016 05:52

    We have this customisation as well

  • Guest commented
    July 24, 2015 09:29

    Agree, for an approver it could be very important to see approval history (who approved, when approved and approval comments) in a customer approval screen (maybe in other screens as well: request review, task review, email messages, etc.). In addition I can tell another demand from our business - to see active (pending) approvals as well as completed ones.

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