Adding previews to your approval application
To retrieve the list of approvers for a request, the AP:PreviewInfo form requires the process name, request ID, and the type of preview as input. You can provide these values in the ShowForProcess, Request/Ticket Number, and Retrieval Type fields.
You can specify one of the following retrieval types:
- Full—Shows completed, pending, and future approval signatures
- Remaining—Shows pending and future approval signatures
- Completed—Shows completed and future approval signatures
As shown in the following figure, the preview list includes the status of the signatures.
To allow users to preview and add approvers
- Create a form that will display the preview list and gather the information from the user to add another approver.
- Create a table field on the form that queries the AP:PreviewInfo form.
For example, the following figure illustrates a form that retrieves the approver list for a request in the Lunch Scheduler sample application, and prompts users to enter the level and name of an added approver.
For information about creating forms and retrieving data from another form, see Creating-join-forms. Create filter workflow that executes the Add-PGNA-Values command, for example:
Application-Command Approval Add-PGNA-Values -t "$Signature ID add$" -o $Rule Name$ -l "$Short Description$"This command stores the added approver values, such as level and approver name, for use by a Parameterized Get Next Approver rule.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*