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Approval Widget

  • 2 February 2023
  • 2 replies
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Userlevel 3
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Hi guys!

I tried to add an approval widget  - both for AP invoices and Expense Claims.  But, no data is showing up in the table (screen shot of emptiness below). lol.  Do any of you know how to get this to work?  I just want something simple to know who has what to approve.

 

Thanks!!

Best,

Kay Howe

@tgillum29 

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Best answer by aaghaei 6 February 2023, 23:05

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Userlevel 7
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Hi @khowe86! This could depend on which screen you’re trying to use as the basis for the dashboard widgets, is this a built in Acumatica screen, or a GI which was made for these dashboards?

I would recommend to build a GI specifically for AP approvals and one for Expense approvals and then use this to power the dashboard widgets.

You can link from APInvoice or APRegister to the EPApproval table (NoteID = RefNoteID) to get the AP approvals and same links for EPExpenseClaim to EPApproval to get the expense approvals.

A Data Table widget based off these custom GIs should work, let me know if it helps!

Userlevel 7
Badge +9

Why don't you use the “Approvals” screen (EP503010)? The purpose of this screen is to show who has what to approve.

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