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Views on: Approvals

This article describes the capabilities the user has, when creating views on Approvals.

Written by Bram Timmers

Cohero offers the possibility to create views on approvals. This article describes in detail the various capabilities for views related to this particular resource:


1. Available layouts

When creating a view on approvals, the user can leverage only one layout:

  • Table layout: depicting approval requests as rows in a table


2. Approval filters

Views on approvals come with a fair share of filters. Let's break down what filters are available, and what they enable users to filter on:

Member/Group filters:

  • Approver

  • Asset manager

  • Asset owner

Text filters:

  • Approval step

Dynamic date filters:

  • Due date

  • Invited on

Status filters:

  • Response status

Select filters:

  • Asset (name)

  • Space

Other:


3. Approval columns (available on Table layout)

Table layout-based views on approvals offer a wide array of available columns, that users can add to (or hide from) their views. Let's break down what columns are available:

Approval step* (pinned)

Response status

Approver

Asset manager

Invited on

Due date

Approval workflow

Space*

Asset (name)

Asset owner

* These fields are clickable, and will take you away from the view, to open the chosen item.


The first column in an approvals view is pinned and can not be removed or hidden. This column is pinned, because it represents the name of the resource that the view is built on - and is important to protect the integrity of the view.


4. Approval sorts

Approval views can be sorted by a number of their fields.

Sort on

Available logics

Asset (Name)

A-Z, Z-A

Approval step

A-Z, Z-A

Invited on

Newest first, Oldest first

Due date

Newest first, Oldest first

Space

A-Z, Z-A

Response status

Ascending, Descending

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