Is there currently a way to have the approval process available on the listing page? My company uses Ragic for workflows related to the lifecycle of purchase/sales orders and it has to go through multiple different departments to make sure we can fulfill each order. Is there a way that I could add a column to the right or left of the listing page next to each row to show the current approval step each order is in and also allow for the approval to be submitted through the listing page rather than having to click into each order?
Yes to both of your questions! Please see the details below:
Showing Approval Step on the Listing Page
You can display the current approval step directly on the listing page by adding a column and using approval formulas. These formulas help indicate the current status in the approval workflow. For example:
APPROVAL.CURRENTSTEPINDEX – Returns the index of the current approval step.
APPROVAL.STEP([stepIndex]).NAME() – Returns the name of a specific approval step.
If you’d like to display the next signer, there’s a simple way to set it up:
To initiate the approval process for multiple records at once, users can use the Batch Approval function from the listing page. More details are available in the “Start Approval” section of the linked documentation.
