Discussions
Approver List
We successfully created some "purchase" proposals via API. But we just found we only can get their status in query. Is there a way to get the "Approver List" details of a proposal?
Hi James, You have to make multiple calls to get approver list:
Step1: Get proposal id:
Endpoint: /api/v1/query/Proposal
Body:
{
"QueryExpression":
{
"Criteria": {
"Conditions": [
{
"PropertyName": "ID",
"Operator": "Equal",
"Values": ["18"]
}
],
"FilterOperator": "And"
},
"Distinct": true,
"PropertySet": { "Properties" : ["*","Approval.ApprovalTemplateStep.ActorId"]},
"Count": 1,
"FirstResultIndex": 0
}
}
Step2: Get ApprovalTemplateStep
Endpoint: /api/v1/query/ApprovalTemplateStep
Pass Approval.ID (result of step1) as ApprovalTemplateId.
{
"QueryExpression":
{
"Criteria": {
"Conditions": [
{
"PropertyName": "ApprovalTemplateId",
"Operator": "Equal",
"Values": ["7"]
}
],
"FilterOperator": "And"
},
"Distinct": true,
"PropertySet": { "Properties" : ["*"]},
"Count": 1,
"FirstResultIndex": 0
}
}
Step3: Use employee entity to get approver by passing ActorId.
Hi Sachin,
I just have a test but cannot find "ApprovalTemplateStep" field under "Approval" in proposal query endpoint.
Payload:
{"QueryExpression":{"Criteria":{"FilterOperator":null,"Conditions":[{"PropertyName":"Type","Operator":"Equal","Values":["Purchase"]}]},"Distinct":true,"Count":500,"PropertySet":{"Properties":["","Documents.","Approval.*","Approval.ApprovalTemplateStep.ActorId"]},"FirstResultIndex":0}}
Raw response (part):
..................{"Data":{"Type":"Purchase","Status":"Approved","Amount":{"CurrencyTypeId":"CAD","Value":99.0000},"WorkZone":{"Id":61},"Description":"Test Capex","Approval":{"DisplayAs":"SC100-Support Center-IT.Opex","TypeId":"Standard","IsRemoved":false,"ConcurrencyId":4,"Id":219},"UtcSubmitted":"2023-10-05T14:15:14","Documents":[{"ActorId":32,"ActorTypeId":"Proposal","Description":"","Title":"SIRCorpLoyaltyAPIQuickStart_update10152019.pdf","DocType":{"Id":32},"StartDate":"2023-10-05T00:00:00","UpdatedDate":"2023-10-05T10:15:14","ExtensionId":17,"IsShared":false,"IsPublic":false,"StorageTypeId":"Cloud","DocUrl":"https://enterpriseam.s3.amazonaws.com/9327/8ed1d8f8-b6aa-437c-b510-a7cf65949fbb/2023_5458_SIRCorpLoyaltyAPIQuickStart_update10152019.pdf","MimeType":"application/pdf","UpdatedBy":{"Id":188,"TypeId":"Employee"},"WonId":0,"WonMemberId":0,"ConcurrencyId":1,"Id":13305},{"ActorId":32,"ActorTypeId":"Proposal","Description":"","Title":"Request Form","DocType":{"Id":32},"StartDate":"2023-10-05T00:00:00","UpdatedDate":"2023-10-05T10:39:11","ExtensionId":17,"IsShared":false,"IsPublic":false,"StorageTypeId":"Cloud","DocUrl":"https://enterpriseam.s3.amazonaws.com/9327/7efc519d-6e1f-4d69-9786-62ef8c075c8c/Request Form.pdf","MimeType":"application/pdf","UpdatedBy":{"Id":194,"TypeId":"Employee"},"WonId":0,"WonMemberId":0,"ConcurrencyId":1,"Id":13306}],"ConcurrencyId":2,"Id":32}}.............
In your case "Id": 219 is ApprovalTemplateId.
In your case "Id": 219 is ApprovalTemplateId.
Hi Sachin,
Sorry for the mis-understanding. I need the approver list of a proposal, not the approver list of approvalTemlate of a proposal.
See below link for the sample details.
Any luck on this?
Hi James,
I have already responded on this thread: https://developer.corrigo.com/discuss/654927b258c1f413d0978184
Hi Sachin,
Thatβs not the answer to my question. We need to get approver log, not WO action log. The WO action log only shows the final approval of a proposal, not full log. Furthermore, the WO action log only shows proposal linked to a WO, but have dozens of purchased proposal not having any WO attached.
Hi James,
WO action log is only the way to the get approver log. Proposal entity doesn't expose any user field.
Hi Sachin,
Is there any plan to include proposal log into proposal endpoint in coming API updates?
Hi James,
We will inform you if any plans are made in the near future.
Hi Sachin,
How do we make a request to get this functionality added? Not having the ability to see who has /has not approved a proposal and where it currently sits in the approval process is causing us massive delays in expanding our Corrigo implementation and integration with our ERP system.
Proposals very much do live outside of the Work Order flow and the information on Proposals needs to be visible to us please. How do we move this functionality forward on the Corrigo side?
Hi Steve,
Can you please write a mail to support.jllt@jll.com with detail requirement? We will take it up with our product team.
ο»Ώ