We have a requirement wherin we are supposed to show all the documents in a view that are pending approval. Now the catch is that each approval status has one group which has access to approve, and there are a 5 levels of approval. Each groups should have access to view the request, but in the “My Pening Approval Group” only documents that are currently under my (group that I belong to) should be displayed.
I have used reader field to provide read access to all the 5 groups and author filed to provde access to approva the group. The author filed value changes as the flow progresses. Also, I may be part of multiple approval groups.
Please let me know if anyone can help me on this.
Subject: Embedded view with “Show Single Category” checked on
One way is to create a Categorized view, where the first Category column is the group name of the people who are currently supposed to be approving the document.
Create a Form or PAge that (via computed field, etc.) can determine the Group name that the current user belongs to. You can set SaveOptions=0 on a Form, since typically you wouldn’t save it, only display it when a user asks to do approvals.
On that Form/Page, Embed the Categorized view. When you Embed a view, one of the options is to “Show Single Category”; use the computed value of the Group name above.
Then when each user opens that Form/Page, the embedded view shows only the documents in the view that belong to their Group’s category (note: it also hides that first categorized column).