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The Approval History section on the Global Configuration screen allows you to enable some valuable features of the app (Recording on the Database the events regarding the approval flow), customize the Approval History tab by hiding columns and type of events, renaming column headers and selecting grouping criteria.. |
Enable Approval History
The Enable Approval History option allows you to enable recording on the database the events regarding the approval flow.
In particular, the events regarding the approval flow can include an approval response (Approved, Rejected, Abstained, Reset, No decision but only Comment), an Automatic Workflow Transition performed by the app, an automatic Approval Request email notification and Approval Reply email notification performed by the app, Approval Request email notifications performed by an user via the Request Approvals button or the Send request button
This option expects the values ON or OFF. By default this option is OFF.
When this option is ON, any time that an events regarding the approval flow occurs, the related information are persisted on the database.
In particular, the information regarding an event can include the Approval Name, the action performed by the user or by the app, the action executor, the date and time when the action was performed, the current issue workflow status, the workflow transition on complete approbation, the destination workflow status on complete approbation and the approval comment.
On enabling the Approval History, you have the capability the manage additional options illustrated below.
These options allows you to customize the Approval History tab by hiding columns and type of events, renaming column headers and selecting grouping criteria.
Show Events Grouped by
The Show Events Grouped by option allows you to choose a field that will be used to group the events displayed on the Approval History tab.
In particular, you are able to group the events displayed on the Approval History tab by one of the following fields:
- Action (the action performed by the user or by the app)
- Source Status (the current issue workflow status)
- Transition (the workflow transition on complete approbation)
- Destination Status (the destination workflow status on complete approbation).
By default, the History tab displays the events in descending chronological order (the most recent first).
Hide Events
The Show Events Grouped by option allows you to filter the Events that you want display on the Approval History tab.
In this section
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Related Documentation
Here you can find some links to our customer documentation illustrating the effect of these customizations:
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