Configuring the Approvals View

The Approvals view uses Listing reports to display items that are pending approval. You can configure the view to display results from multiple reports that you have configured.

Note: Even if the same item appears in multiple reports, it will appear only once in the Approvals view.

To customize the display of the Approvals view:

  1. Log in to Request Center (http://serverName/tmtrack/tmtrack.dll?shell=srp) with a user account with the Remote Administration privilege.
  2. Select Customize | Approvals.
  3. Click +another report.
  4. In the Add Approval Reports window, select the application and then enter the report name.
  5. Select the report from the results, and then click Add. The report will appear in the Approval Reports list.

Approvals Report Requirements

Each Listing report must meet the following criteria:
  • Privilege Category - Cannot be private reports. Also, be sure to verify that all Request Center 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 Request Center view.
  • Report Type - Listing
  • System fields as display columns
    • Last Modified Date
    • Owner
    • Submit Date
    • Title
  • Search Filter
    • Owner contains any "current user"
    • State in your pending approval state
    • Query-at-Runtime parameters are not allowed
    • Calculation columns are not allowed