Configuring the Request ID link on Approval Central


 Application administrators can configure the Request ID link on Approval Central to open any of the following items:

  • Application request form for the current request
  • Approval server three-way join form for the current request
  • A custom form
  1. Log on to the Approval Server, and click the Approval Administration Console link on the home page.
  2. On the Administration form, click the Form tab.
  3. Perform one of the following actions to open the AP:Form form:
    1. On the AP:Form, click Create and select the approval request form for your application from the Form Name list.
    2. Fromthe table, select a record, and click View to modify the configurations for an existing request form.
  4. On the Basic tab of the AP:Form form, select one of the following options to configure the Request ID link on Approval Central:

    • Application Request Form—To open the application form for the current request.
    • Approval - Application 3-Way Join Form—To open the three-way join form between the Approval Serverand the application for the current request.
    • Customize—To open a custom form.
    1. On the AP:Customize-SourceID dialog box, specify the following values:
      • Display mode in which to open the form.
      • Custom form to be opened.
      • Form view to be displayed.
      • Lookup field or the field mappings depending on the selected Display mode.
    2. Click OK.
      For more information, see Form-to-customize-source-ID.
  5. Select a view for the selected form.
    If you do not select a view, the form opens in the default view.
  6. Save the AP:Form form.

 

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