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Using a custom ad hoc dialog box with the approval server

By default, the approval server provides the AP:AdhocDialog form to work with ad hoc approvers for a request. For more information, see AP-Show-Detail form.

To specify a different form from which to retrieve the details of an ad hoc approver, use the Adhoc Form field on the AP:Process Definition form. You will also need to create an alternative to the AP:AdhocDialog form.

Note

All information about ad hoc approvers is stored in the AP:AdhocDetails form, regardless of which Adhoc Form is specified on the AP:Process Definition form.



To add a new ad hoc approver, customized applications must push the values of the following fields to the AP:AdhocDetails form from their customized ad hoc dialog box:



Custom ad hoc dialog box fields mapped to the AP:AdhocDialog form

Field name

Field ID

Description

Name

10009

Set to the ad hoc approver's name or a role name. If set to a role name, the specified role is expanded to include all the approvers associated with that role.

Sequence

10001

Set to a valid sequence ID. A valid value is the current or the future sequence of the process. A sequence number that has been passed is not allowed.

If Multiple

10010

If set to All, each approver has a separate signature line created against their name. If set to One, only one signature line is created for all the approvers.

Independent

10011

If set to Yes, the approval server does not wait for this signature line to be signed before proceeding to the next level of the process or to the next process in the chain. If set to No, the approval server waits for the ad hoc signature to be marked as approved before proceeding to the next level of the process or the next process in the chain.

Signature Id

10006

Set to the signature ID for which the ad hoc approver is being added.

Locked

10012

Set to Yes to indicate that this record is ready to be used for the corresponding request.

To delete an ad hoc entry, customized applications must first retrieve the of the record from AP:AdhocDetails by passing the Name, Sequence, and Detail ID fields. The request ID is used to fire the standard BMC Remedy AR System application command Application-Delete-Entry to delete the ad hoc approver. For example, the command to delete the entry on the current form with the entry ID found in the core field 1 (Request ID) is:


Application-Delete-Entry "$SCHEMA$" $1$

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