How to get approvers of a report while it is under processing (not approved yet)

binhnguyendn1606 · June 2020

Context: we are building a reminder bot that tracks any changes in status of reports.

Question: How can we get the list of approvers (who are supposed to approve the report) while the report is under processing?

Use Case: user A submits a report to user B. reportStatus is processing/submitted.

--> How can we get user B although B has not approved the report?

We tried looking at approvers but this only appears when report has been approved. We also looked at actionList with the hope that there should be info about who is the next user to take action but it doesn't work.

Ted Harris · June 2020

How's this @binhnguyendn1606:

<#if (addHeader == true)>
  Employee Email,<#t>
  Report ID,<#t>
  Report Name,<#t>
  Submitted Date,<#t>
  Amount,<#t>
  Status (Processing),<#t>
  Total number of Days Awaiting Approval,<#t>
  Current Approver,<#t>
  Number of Days Awaiting Current Approver<#lt> 
</#if>
<#list reports as report>
  <#assign daysSinceSubmit = "">
  <#assign daysToApproval = 0>
  <#assign lastApprovalDate = "">
  <#assign submitted = "">
  <#if (report.approvers?size > 0)>
    <#assign lastElement = (report.approvers?size - 1)>
    <#assign lastApprovalDate = report.approvers[lastElement].date?date("yyyy-MM-dd hh:mm:ss")!"">
    <#assign daysToApproval = ((.now?long - lastApprovalDate?long) / (1000 * 60 * 60 * 24))?int>
  </#if>
  <#if report.submitted?has_content>
    <#assign submitted = report.submitted?date("yyyy-MM-dd hh:mm:ss")>
    <#assign daysSinceSubmit = ((.now?long - submitted?long) / (1000 * 60 * 60 * 24))?int>   
  </#if>
  <#if report.status == "Processing">
    <#-- Employee Email -->${report.accountEmail},<#t>
    <#-- Report ID -->${report.reportID},<#t>
    <#-- Report Name -->${report.reportName},<#t>
    <#-- Submitted Date -->${report.submitted?date("yyyy-MM-dd")?string("yyyy-MM-dd")},<#t>
    <#-- Amount -->${(report.total/100)?string("0.00")},<#t>
    <#-- Status (Processing) -->${report.status},<#t>
    <#-- Total number of Days Awaiting Approval -->${daysSinceSubmit},<#t>
    <#-- Current Approver -->${report.managerEmail},<#t>
    <#-- Number of Days Awaiting Current Approver -->${daysToApproval}<#lt>
  </#if>
</#list>

This should help you towards your goal I hope! The main piece you're looking for is: ${report.managerEmail} though!

binhnguyendn1606 · June 2020

Thank you @Ted Harris, this works perfectly.

Just one note: the clarification of managerEmail as "The email address of the last approver of the report" is quite confusing. Anway, this helps a lot.

Victoria O'leary · June 2020

Thanks for the feedback @binhnguyendn1606

So I can make sure this is more clear for the next user, can you please send me the link to the page where you saw "the email address of the last approver of the report" referenced?

Cheers!