User Guide: Add-In - My Approvals Page

Add-Ins Overview

The Cireson Service Manager Portal Add-In feature is a location for pre-packaged solutions. Simply toggle a solution on, and it is active. Toggle any solution off if you no longer wish to use it. This approach allows for a streamlined, no-code approach to extensibility in the Cireson Service Manager Portal.

Note: For information about the Service Manager Portal Add-In feature and installation process, view the overview article here.

My Approvals Page Download Link

The latest version 1.0.0 of this Add-In can be downloaded here.

Note: This version of the Add-In is built and tested against version 12.0.0 of the Cireson Portal. It is recommended you are using that version or higher with this Add-In

My Approvals Page Summary

The My Approvals Page Add-In allows for the quick and easy approval or rejection of all currently assigned Review Activities as well as the ability to view inactive Review Activities and their decision status.

There are no settings for this Addin

Activation

Once the Add-In is activated through the Add-Ins page, a navigation node will need to be created in Navigation Settings pointing to /view/MyApprovalsPage

Testing and Validation

  1. If experiencing issues, refer to KB Article 2568 here for overall Add-Ins troubleshooting steps

  2. Run through the Add-In’s functionality with default settings.

    1. Verify the following:

      1. In the developer console (open up a browser > dev tools > console), you see that the My Approvals Page Add-In is loaded

  3. As you change settings, go through the above again with browser console open

    1. Verify no error messages

    2. Verify your changed settings behave as expected

 

Examples

By clicking the Approve or Reject button inline with each activity, you can quickly approve or reject an activity and add a comment

By checking the Show Inactive Work Items checkbox, you can view previously completed Review Activities and their Status and Decision

Versions

This is the first release of the Add-In. Older versions will appear here as they become available.