Administration → Configuring SRC → Configuring SRC → Configuring the Approvals View
By default, the Approvals view uses the provided Requests requiring my approval report. This report returns requests in the "Business Approval" and "Financial Approval" states where the logged-in user is the owner.
You can customize the view to display results from any other SBM report as needed. If a request is returned by multiple reports set for the view, the request is listed only once in the Approvals view.
To customize the Approvals view:
You can also choose a custom report for the legacy Approvals view, as long as you follow the criteria in Legacy Approvals – Report Criteria.
To customize the legacy Approvals view:
To rename the legacy Approvals tab:
You can choose pre-defined Listing and Multi-Table reports. Multi-Table reports provide an easy way to return requests from multiple applications.
You cannot select a private report. Also, be sure to verify that all SRC users have access to run the reports and view report results. For example, If you add the report at the Base Project level, users may not see results in their SRC view.
|Last Modified Date||Optional, but used to populate the Updated column on approval items.|
|Submit Date||Optional, but used to populate the Requested column on approval items.|
|State||Optional, but used to populate the State column on approval items.|
|Title||Optional, but used to populate approval item titles.|
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