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Thread: Approval form

  1. #1
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    Default Approval form

    I am trying to have the Approve button act the same way as the Deny button. When selecting Deny, a form comes up (approval.comments.g and it posts back to the approval.g form) and you can enter in comments. I would like the same action to happen when selecting Approve. Can anyone explain how this works?

    Also, on the approval.g form the fields are not marked as read-only in forms designer but when on the form you are not able to enter anything into the fields. Why?

  2. #2
    Administrator tommy's Avatar
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    On the Object cm3r in document engine on the approval tab there is an option to enable comments on all approvals. Enable that.
    Best regards Tommy

    Please do NOT send me private messages asking for help with specific topics. I do not have the time. Post your question in the forums.

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  3. #3
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    Checking this in the Object works but we don't want the comments when a record is approved to be mandatory, we just want the option to enter comments. When deny and retract is selected we do want the comments to be mandatory(which is currently working).
    How can we make the approval comments not mandatory?

  4. #4
    Administrator tommy's Avatar
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    Recently I made the same for a customer.

    In the approval process I manipulate the field in the environment variable that controls approval comments. See on the object what the environment varible is then set the field approval.comment to true or false according to your requirements. (check the exact field name on the object.)
    Best regards Tommy

    Please do NOT send me private messages asking for help with specific topics. I do not have the time. Post your question in the forums.

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  5. #5
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    Can you give me an example please or explain where I find the environment variable? I am on the Object (cm3r) but am not able to locate the environment variable.

  6. #6
    Administrator tommy's Avatar
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    On the Object, on the first notetab. There is a field called Profile Variable. In a default system it has the value $G.cm3r.environment.

    So in the approval process set approval.comments in $G.cm3r.environment=true or false depending on your requirements.
    Best regards Tommy

    Please do NOT send me private messages asking for help with specific topics. I do not have the time. Post your question in the forums.

    Blog - - ITIL certified - HP Accredited Integration Specialist Service Manager v9

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  7. #7
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    Neat! Thanks Tommy!

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