'What do I currently need to approve' report | Community
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Steven33333
Level 2
Aug 27, 2020 2:27 PM UTC
Question

'What do I currently need to approve' report

Is there a way on a task report that you can apply a filter to say that the current user needs to approve this task or issue? (Only if they are the current required approver, not if they are still waiting for someone else to approve.)

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    8 replies

    kynabaker16
    kynabaker16
    Employee
    Sep 16, 2020 4:05 PM UTC

    Hey guys,

    Have you tried an EXISTS filter on a task report by chance? My support team is telling me that this might do what you want it to do.

    EXISTS:b:$$OBJCODE=ARVSTS

    EXISTS:b:status=AD

    EXISTS:b:status_Mod=in

    EXISTS:b:stepApprover:userID=$$USER.ID

    EXISTS:b:stepApprover:userID_Mod=in

    EXISTS:b:taskID=FIELD:ID

    Thanks!

    Kyna

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      BenFr2
      Level 2
      Oct 23, 2020 2:16 PM UTC

      Can this be used for issue approvals?

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      kynabaker16
      kynabaker16
      Employee
      Nov 17, 2020 10:29 PM UTC

      Hi Ben,

      Have you used Home Work List filter to see approvals? That is by far the easiest way to filter and see approvals (issues as well) that you need to approve. This article might be helpful.

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        SarahNa
        Level 6
        Sep 16, 2020 2:08 PM UTC

        Hi Steven,

        We struggle with this as well, but have ultimately decided to direct people to their Home screen and filter for approvals.

        You may be able to do a Work Item report and get both tasks and issues pending approval to show, but I have been unable to figure out the text mode on that.

        We do have one group that only uses task approvals and we were able to create a task report with this filter to show only tasks where they are the current approver:

        awaitingApprovalStepApproversMM:userID=$$USER.ID

        awaitingApprovalStepApproversMM:userID_Mod=in

        project:statusEquatesWith=CUR

        project:statusEquatesWith_Mod=in

        Hope that helps!

        Sarah

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        Steven33333Author
        Level 2
        Sep 11, 2020 2:27 PM UTC

        Is there any other similar filter which someone could recommend if the above is not possible please?

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