Approval Request in Dashboard

Wayne A

Hi, I have a form where users fill out information and request an approval by choosing from a pre-defined list of approvers and it has a normal approval workflow. That works great, no issues. I'm working on a dashboard where the potential approvers will land to see high level "at a glance" information. One of the items I have is a report widget showing "My Approvals" from a report created by using the "Current User" filter on the report. This works great for showing the items an individual has in their approval queue but I'd like a way on the dashboard for them to go to the actual approval to act upon it. I've done a lot of searching the community but have not found a solution. Does anyone have any ideas? Thank you in advance for any help / ideas.

Andrée Starå

@Wayne A

Excellent!

Happy to help!

I thought you wanted the actual Approval Dialog, but that's a great workaround.

You could probably also do it in WorkApps, with some helper columns and another Report.

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Andrée Starå

Hi @Wayne A

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Wayne A

Hi Andree, thank you for getting back to me so quickly. I think I may have found a solution. This is already part of a work app so I can create a dynamic view that filters the approver by the current user and only allows edit on the field holding the approval status. I can give that view as another option in the work app. I also see I can add the dynamic view to the dashboard so I can do that with it as well.

Thanks again,

Wayne

Andrée Starå

@Wayne A

Excellent!

Happy to help!

I thought you wanted the actual Approval Dialog, but that's a great workaround.

You could probably also do it in WorkApps, with some helper columns and another Report.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!