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WendyWh
Level 4
July 12, 2017
Question

Document Pending Approval Report by User and Direct Reports

  • July 12, 2017
  • 11 replies
  • 1665 views
We have been asked to create a Document Approval report showing all pending approvals by a user and their direct reports. We already have the report by the user, but I'm struggling with how to include their direct reports. Anyone have an idea or suggestion on what criteria/filter I need to use? Thanks!
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PollyCo
Level 9
July 12, 2017
The filter list depends on whether you are checking the user's pending approval as approver or requestor. If I wanted to see both, I would have this as sets. Requestor>> ID eq Jane Sample and Document Approval >> Status eq pending or Approver>> ID eq Jane Sample and Document Approval >> Status eq pending or Requestor >> Manager ID eq Jane Sample and Document Approval >> Status eq Pending or Approver >> Manager ID eq Jane Sample and Document Approval >> Status eq Pending
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