How would I make the auto authorisation outcome customer facing in the BPM config?

[Adrian Simpkins]

Hi All

I have a new process with auto assign authorisation setup in a parallel process node. Currently I can see the outcome of these authorisations is written to the timeline when processed, but it is posting the outcomes as Team facing (as below screenshot shows - image 1 and 2). Is it possible to set this so the outcome default is customer facing? I could not see anything obvious in the BPM config to set this to be customer facing.

I also noted that when the authorisation is spawned we get a timeline entry for each person who the authorisation is sent to - I would also like to turn this off so we dont have multiple lines in the timeline (3rd image). Again these are team facing but I can see no option to prevent the update to the timeline for the spawned authorisations. We have 12 authorisers in the 3 arms so we are seeing 12 lines on each request.

Many thanks as always

Adrian

image 1:

Image 2:

Image 3:

 

[Berto2002]

Interested.

On the topic of the first question, we make an additional timeline update after the approvals with the outcome/s and make that Customer visible.

I don't know how you would suppress the individual outcomes.

[Adrian Simpkins]

Thanks Rob

yes I thought about updating the timeline as we do get the outcome of the authorisation but that would mean another timeline entry and ideally I want to reduce the number of timeline entries If its not possible I will probably do as you have done, but hoping we have some control on the update outcome of these - both when it spawns and the outcome!

Many thanks!

[Lee C]

i don't use auto authorisation i use external authorisation and it just lists it one timeline entry like this

Pending approval from NAME and NAME and NAME

to do this i have the workflow pull the authoriser that the customer has selected on the capture form.