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Approvals

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Yvonne Duxfield
Regular Collector

Approvals

How do I activate the approval tab on my change form?
4 REPLIES
George M. Meneg
Honored Contributor

Re: Approvals

Hello Yvonne,

For approval to be active the "Initiator" field must be filled.

As I have noticed the sysadmin can set as initiator anyperson he wants.

All the others must set theirselves as inititator provided that the person is linked to an account.
menes fhtagn
Ramaprasad N
Esteemed Contributor

Re: Approvals

Right. And you can give the rights of choosing others as initiators to any/all designated persons using Roles.
Mark O'Loughlin
Honored Contributor

Re: Approvals

Hi Yvonne,

We set up a UI rule to populate the Initiator field with the same value as the entered by person as this is who we deem to be the initiator (due to the way the form was originally designed). This automatically activates the approval section ths avoiding any confusion with users in how this works.
András Szász
Acclaimed Contributor

Re: Approvals

Ramaprasad N,

What do you mean by "you can give the rights of choosing others as initiators to any/all designated persons using Roles"?

What Roles have to be included in the Helpdesk Role to allow this functinality?

Is it possible to do this while not giving system or something similar (all access...) rigths to the Helpdesk people?

Thanks,
Andras
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