Is it possible to create in-line approval buttons for issue and/or task lists? | Community
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MatthewBr5
Level 2
September 28, 2020
Solved

Is it possible to create in-line approval buttons for issue and/or task lists?

  • September 28, 2020
  • 3 replies
  • 1103 views

This seems like it would have been asked before, but I've had no luck with my searches. It would be handy to be able to have approval buttons as a column in task and/or issue lists, so approvers on tasks/issues could do their approvals directly from a report. Is such a thing possible?

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    Best answer by TealeMcCleaf

    Hi Matthew -

    I accomplish this by creating a calculated field that points directly to the Approvals Tab and place the link in a report like this...

    Here's the column valueexpression - valueexpression=IF({status}="REQ:A",IF(ISBLANK({YOUR CUSTOM CALCULATED FIELD NAME HERE}),"","Approve/Reject"))

    Here's the calculation in the calculated field - CONCAT("https://YOUR INSTANCE HERE","/","project/view?ID=",ID,"&activeTab=tab-project-approvals")

    Users love this in a project report because they can review everything in one place and still make the decision or comment if more information is needed.

    Best -

    Teale

    3 replies

    S
    SarahNa
    Level 6
    September 29, 2020

    We have asked about this as well and currently I don't believe this functionality exists. I tried searching the idea exchange and nothing came up - maybe you could add it back in there?

    K
    KevinQu1
    Level 10
    September 29, 2020

    Has anyone submitted something to Idea Exchange?

    T
    TealeMcCleafAccepted solution
    Level 6
    September 29, 2020

    Hi Matthew -

    I accomplish this by creating a calculated field that points directly to the Approvals Tab and place the link in a report like this...

    Here's the column valueexpression - valueexpression=IF({status}="REQ:A",IF(ISBLANK({YOUR CUSTOM CALCULATED FIELD NAME HERE}),"","Approve/Reject"))

    Here's the calculation in the calculated field - CONCAT("https://YOUR INSTANCE HERE","/","project/view?ID=",ID,"&activeTab=tab-project-approvals")

    Users love this in a project report because they can review everything in one place and still make the decision or comment if more information is needed.

    Best -

    Teale

      M
      MatthewBr5Author
      Level 2
      September 29, 2020

      Thanks for the sample. It's not exactly what I was hoping for, but does seem to be an acceptable workaround until WF adds the feature.

      I'll also be posting it in the Idea Exchange, just in case.

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