Pending Document Requests | Community
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EdwinMe
EdwinMe
Level 3
Apr 7, 2017 9:26 PM UTC
Archived

Pending Document Requests

There is currently no way to see pending document requests, either through a list or report. I have to manually keep track of the document requests that I have sent out.

Can there be a way to pull up a report or a list of any document requests I've sent out?

In addition, can there be a notification on the end user that let's them know someone has requested a document from them (similar to how approval requests show up in the update feed). The end user only has the system generated email to know that someone has requested a document from them.

    3 replies

    PollyCo
    Level 9
    Apr 14, 2017 6:20 PM UTC

    ah, I've read your issue incorrectly.

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    EdwinMe
    EdwinMeAuthor
    Level 3
    Apr 14, 2017 6:00 PM UTC

    Yes I thought I could run a report too. The problem is that the document does not exist (its only a request for a document) and I dont see a way to run a report on document requests.

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    PollyCo
    Level 9
    Apr 14, 2017 5:54 PM UTC

    Edwin, you should be able to do this as a report and perhaps into a dashboard if you always want it available as a tab. Use the Documents Approval report, filter by Document Approval status = pending and requester id = $$USER.ID.

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