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Question

custom event on document management


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  • Sidekick (Customer)
  • 107 replies

is there a way to write custom events on document approvals. We have used objections connections to pull custom approvals for supplier master. i want to write custom event on this document approvals. can anyone share their ideas.

10 replies

Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2824 replies
  • April 24, 2022

Hi,

I think you need to tell us what you want the custom event to do.

If you already have custom events for approvals on other objects you can probably use a very similar one for documents. It works the same way.

 


Forum|alt.badge.img+10
  • Author
  • Sidekick (Customer)
  • 107 replies
  • April 24, 2022
Mathias Dahl wrote:

Hi,

I think you need to tell us what you want the custom event to do.

If you already have custom events for approvals on other objects you can probably use a very similar one for documents. It works the same way.

 

See basically , we have three levels of approvers getting fetched, level 1 Manager, Level 2 Senior Manager and Level 3 Managing Director. Now there is no control like level  1 Manager can modify the Level 2 by editing Senior Manager name and by pass the approval. Is there a way to stop doing that by not allowing to edit writing a custom event.


HoiJewelP
Sidekick (Partner)
Forum|alt.badge.img+9
  • Sidekick (Partner)
  • 72 replies
  • April 25, 2022

Its better to call the approval routing through custom event. In that case end user will not be able edit any approval step and hence it will be mandatory.


Forum|alt.badge.img+10
  • Author
  • Sidekick (Customer)
  • 107 replies
  • April 25, 2022

@VsoMDjewP  , we are pulling the approvals using custom event only but still unable to control it.


HoiJewelP
Sidekick (Partner)
Forum|alt.badge.img+9
  • Sidekick (Partner)
  • 72 replies
  • April 25, 2022

Did you able to check the permission set. Coz i have similar setup , but end user cant edit or modify any routing steps 


Forum|alt.badge.img+10
  • Author
  • Sidekick (Customer)
  • 107 replies
  • April 25, 2022

yeah that is also fine . But i want additional feature or custom event to enable the last approver to approve on behalf of people below hierarchy.


HoiJewelP
Sidekick (Partner)
Forum|alt.badge.img+9
  • Sidekick (Partner)
  • 72 replies
  • April 25, 2022

Document approval through custom event has very limited feature, hierarchy management will not be possible unless you go for modification  


Forum|alt.badge.img+10
  • Author
  • Sidekick (Customer)
  • 107 replies
  • April 25, 2022

@VsoMDjewP , when you say modifications do you mean customizations.

 


HoiJewelP
Sidekick (Partner)
Forum|alt.badge.img+9
  • Sidekick (Partner)
  • 72 replies
  • April 25, 2022

yes


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2824 replies
  • April 25, 2022

But i want additional feature or custom event to enable the last approver to approve on behalf of people below hierarchy.

That will require a customization, as mentioned above.

As for stopping certain users from modifying certain steps, that should be possible to do using a custom event. You need to keep some basic data to control the logic or keep that hard coded in the custom event action code.

Good luck!
 


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