Approval Process Dashboard

Overview

As of Summer ‘21, the Approval Process Dashboard is used to run reports for applications that are active within an approval process. You can set criteria to filter these reports and view at-a-glance details about the applications along with their status and step in the process.

Your Reader Rx admin will need to enable the Approval Process Dashboard tab. Go to Setup and type App Manager in the Quick Find box. Click the Edit button for ERX Reader Rx (you’ll find it in the drop-down list at the end of the row).

On the Custom App Edit screen, find the Reader Rx Dashboard in the Available Tabs list, click to highlight it, and click the “Add” arrow to move it to Selected Tabs. Click Save. The tab should now be available in Reader Rx.

The Approval Report UI

Filter Criteria

By default, the DashboardFilterFields field set on the Application object is the source for the filter criteria. You can customize this field set by going to Setup > Object Manager > Application > Field Sets and clicking on DashboardFilterFields.

Customize Logic

If you’re using multiple filters for a report, you can customize logic with standard logical operators (e.g., 1 OR 2, 1 AND 2, etc.).

Group By

By default, three fields are displayed in this picklist:

  • Process Status
  • Application ID
  • Last Process Reviewer
If you want to add or remove fields in this picklist, go to Setup and type Custom Settings in the Quick Find box. On the Custom Settings page, click the Manage link next to Report Group By Setting. Click New. Type in a name and value. The value format is ProcessInstance + FieldName (e.g., ProcessInstance-LastActorId for the Last Process Reviewer).

Steps

  • Step Name
  • Last Approver Name
  • Step Status
You can add or remove column fields by going to Setup > Custom Settings and clicking the Manage link next to Report Column Setting. Here you’ll fill in the Name (column label) the order in which it should appear from left to right (1 is the furthest left), and the API name of the object plus the field API name like this: EnrollmentrxRx__Enrollment_Opportunity__c-EnrollmentrxRx__Applicant_First_Name__c.

Column Fields

Four fields are displayed by default:

  • Application ID
  • Applicant First Name
  • Applicant Last Name
  • Admissions Status

Add or remove these fields by going to Setup > Custom Settings and clicking the Manage link next to Report Column Setting, as above.

For fields in the Report Column Setting that are not steps, the formula for the Value is: ProcessInstance, ProcessInstanceNode, EnrollmentrxRx__Enrollment_Opportunity__c.

Considerations and Limitations of this Feature

The maximum number of reports that can be viewed with this feature is 50K.

Backward Compatibility

If you have configured another object for the application, like the EDA Application Object, you’ll need to select field sets in the "Report Filter FieldSet" picklist manually. Navigate to the Reader Rx Configuration tab and scroll down to the "FieldSet Mapping" section for this option.