Request for "Authorisation" column in request list view

[Shamaila.Yousaf]

We are in the process with creating a business process for mobile phone requests. As part of the process the details are sent to the authorises to approve or reject.

I am looking to create a view for the authorisation reject and authorisation authorised however; the authorisation column is not listed - any ideas?

 

[Shamaila.Yousaf]

[James Ainsworth]

Hi @shamaila.yousaf

Thanks for your post.  I had a quick look and the Authorisation that is flagged as part of a BPM workflow does not seem to be available on the request list as a column.  I'll look into having it added.

Regards,

James

[Shamaila.Yousaf]

@James Ainsworth do you have an update for me please? I appreciate you are busy.

[James Ainsworth]

Hi @Shamaila.Yousaf

I have raised a change request for this and linked yourself and this post to it.  It has been added to our backlog.  I'll update this post if there are any updates to the progress of this change.  

Regards,

James

[Shamaila.Yousaf]

@James Ainsworth do you have an update on this for me please?

Thanks everso.

[Dan Munns]

@Shamaila.Yousaf if you are creating a view you could output the 'authorised' / 'rejected' outcome to a custom field and add that as a custom column to the view you make. 

Just a quick suggestion as a work around until the same is available from the devs. 

[Shamaila.Yousaf]

@Dan Munnsmaybe a silly question but how will I know which custom field it is?

 

Regards

Sxx

[Steve Giller]

@Shamaila.Yousaf You choose which field you output the result into, so you'll know which one to add to the view.

[Shamaila.Yousaf]

Thanks @Steve Gillerwhere can I locate the field we chose with the output?...Is it in the Business Process somewhere then?

Also moving forward, is there an automated list somewhere i can retrieve where we have used the custom fields?

 

[Dan Munns]

@Shamaila.Yousaf in the business process you would have an 'update request details>custom fields' node to pick up the outcome of the authorisation task and map it to a custom field of your choosing. 

Then just add that custom field to your custom view, update the display name of the column and that's that. 

As for showing all current used custom fields in a BPM, I don't think that is possible at the moment. 

[Shamaila.Yousaf]

Thanks, i understand now.  So I need to select the custom field as an outcome?

This is what i see (if i am in the correct bit), do i click on edit and add field? Upon doing so I can't see where i would select the custom field.

 

No worries, I am due to discuss with Dan on Monday so will have him arrange. 

 

Regards

Sxx

 

 

 

[Dan Munns]

@Shamaila.Yousaf you will need to add nodes to update the custom field after the authorisation node:

If you then add the custom field to the view (Custom Field A in the example above) then it will show as one of three things: Blank if the process hasn't reached this point, authorised or rejected depending on the authorisation node outcome.

[James Ainsworth]

On 1/16/2019 at 8:29 AM, Shamaila.Yousaf said:

I am looking to create a view for the authorisation reject and authorisation authorised however; the authorisation column is not listed

HI Shamaila,

I just wanted to let you know that as of Service Manager update build 1727, the Authorisation field is now included as an available column for the Request List.

[Shamaila.Yousaf]

@James Ainsworth thank you for arranging.

 

@Dan Munns @Steve Giller thank you for your responses also:)