How to show the Approval Group's name in the Approval Vote Tracking notification email of a Service Request

Version 1

    Details

    Depending  on the scenario, it is possible to show that value in two different  ways. Using any of this two procedures, the result will be similar:









    Resolution

    1.- The simplest scenario is using a fixed Group. For example, in this case we are going to use the group "Customer Knowledge"

    Add a new simple text field in the ServiceReq object that will store the Approval Group Name



    It is possible to add this new field to the ServiceReqHeader.New form, so we can check it out when opening the Service Request



    Create a Quick Action in the ServiceReq object that will update the value of that field



    Add a QuickAction block in the Workflow that will execute the one created in the previous step



    We could also add the name of the Group to the Approval Title:



    2.- This option is very much complex, based on a form's field. We have a field in the form that will contain the name of the Approval Group. In this case I have used a DropDown selection based on a pick list.

    First create a pick list



    Then we add a new one to one relationship in the ServiceReq object that will link the Service Request and its parameters, but adding a condition to ensure that it will link only one field of the form

    [OtherObject]ParameterName == "ApprovalGroup"



    The next step is creating a new simple text field in the ServiceReq object that will store the Approval Group Name



    We can add this new field to the ServiceReqHeader.New form, so we can check it out when opening the Service Request



    In the Request Offering template, add a new DropDown Selection field. The Unique ID of the field must be "ApprovalGroup", as we used this value for the condition in the relationship, and configure it for using the pick list we created in the first step.



    In the Service Request object, add a new Quick Action, that will copy the value of that parameter to the Service Request Object:

    $([ServiceReqParam#.ServiceRequestAssocServiceReqParamForApprovalGroup]ParameterValue)



    Open the "Plan Request Fulfillment" step of the Request Offering, and add a "QuickAction" and a "Get Approval" block:



    The QuickAction block will execute the Quick Action created in the previous step



    And the Approval will be based in the value of the form's field and will show that value in the "Approval Title"



    And finally in the FRS_ApprovalVoteTracking# object edit the Quick Actions and modify the content of the "Service Request Approval Notification" including the value of the Approval Group using this expression:

    $([FRS_Approval#.][ServiceReq#.]ApprovalGroupName)