How do I use approval lists?

[SGrant]

I have created an approval list under the reference section.  How do I use/reference this approval list to require the people in the list to be approvers for a workflow?

[nguyentru]

Hi SGrant,

The Approval List workspace in the Reference section is design for Admin/Selected User to specify certain approvers and group them accordingly.

This is use to help control and monitor the approvers that is able to approve the workflow in various workspaces.

It is design to help minimize errors when selecting approvers, and preset the approvers based on their roles.

Go to the Change Order WS under Engineering.  You will see in Section 3 - Approvals you can see the setup and use of Approval Lists.

The approval lists we pull the names that have been pre-selected to move a transition in the workflow.

I hope this helps answer your question.

Thanks,

Trung

[SGrant]

Thanks Trung,

The setup we are using has the approvers setup as a picklist referencing the "Users, all by name" picklist.  

How do I change this to use an approval list instead of the picklist of all users?

I've been able to create the approval list, but I am stuck on how to make the approvers required point to this approval list.

Sean.

[nguyentru · Accepted solution]

Hi Sean,

If you look at the Change Order workspace, you will see an example of use for Approval List and Approvers.

You will see that it uses a library script: ApprovalBoardLib that will have a function setup to use either Approval List or Approvals Required.

This is already setup in your tenant. 

If you still have issues or questons, feel free to email me directly: trung.nguyen@autodesk.com and we can go over the setup together.

Thanks,

Trung

function getApprovers()
{
//generate a list of approvers from APPROVAL_LISTS and APPROVALS_REQUIRED
var approvers =[];
var groupb = item.APPROVALS_REQUIRED;
if(item.APPROVAL_LISTS !== null){
var bridge = item.APPROVAL_LISTS;
var groupa = bridge.APPROVALS_REQUIRED;
approvers = approvers.concat(groupa);
}
if(groupb !== null){
approvers = approvers.concat(groupb);
}
approvers = getUnique(approvers);

return approvers;
}