Adding previews to your approval application


Use the Approval Serverpreview feature to view a list of all the approvers for a request, on all levels of an approval hierarchy. To cause the Approval Serverto generate a list of approvers for a process, you configure a value in the Generate Approvers field of the Process Definition form. The Approval Servergathers this data at the appropriate stage of the approval process and stores it in the AP:PreviewInfo form.

To allow users to view this list and to add approvers at runtime, create a form that retrieves the list from the AP:PreviewInfo form, and gathers data interactively from the user for the Add-PGNA-Values command. The preview feature is designed to work with a Parameterized Get Next Approver Rule.

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.

previewinfo.gif

To allow users to preview and add approvers

  1. Create a form that will display the preview list and gather the information from the user to add another approver.
  2. 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
    param-rule-test.gif
  3. 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.

 

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