How do you get RTC to create approval records automatically
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7 answers
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We would like to have approval/review/verification records created automatically by RTC when a work item is created or moves to a certain state. I would assume this is possible, but I can't seem to figure out how this is done.
Thanks
Did you ever figure out how to do this? We have a custom attribute that when set to a particular value and then the work item saved, we would like to have an approval record created.
Thanks.
![](http://jazz.net/_images/myphoto/fa5f5a6a861b8d45fdbed70141a8f411.jpg)
We would like to have approval/review/verification records created automatically by RTC when a work item is created or moves to a certain state. I would assume this is possible, but I can't seem to figure out how this is done.
Thanks
Hi,
I have done almost the same thing you are looking for, by creating a server side precondition.It creates approval record when a workitem moves to a particular state . You can refer link for creating preconditions
i.e https://jazz.net/wiki/bin/view/Main/PreconditionFollowupCreation
![](http://jazz.net/_images/myphoto/fa5f5a6a861b8d45fdbed70141a8f411.jpg)
Do I really have to write code to have RTC automatically create an approval record when a work item changes state?
Out of the box, in Approval Trackings for the defect work flow, the "Verification" items are pre-filled.
It seems then then I should be able to, out of the box, be able to add a follow up action under operation behavior where I could create a "verification" type approval record for the defect creator when a defect state goes to resolved/fixed.
Am I missing somethign?
Out of the box, in Approval Trackings for the defect work flow, the "Verification" items are pre-filled.
It seems then then I should be able to, out of the box, be able to add a follow up action under operation behavior where I could create a "verification" type approval record for the defect creator when a defect state goes to resolved/fixed.
Am I missing somethign?
![](http://jazz.net/_images/myphoto/fa5f5a6a861b8d45fdbed70141a8f411.jpg)
Rick,
Did you get this working? We also need to have the approval record created and ready for verification.
Susan
Did you get this working? We also need to have the approval record created and ready for verification.
Susan
Do I really have to write code to have RTC automatically create an approval record when a work item changes state?
Out of the box, in Approval Trackings for the defect work flow, the "Verification" items are pre-filled.
It seems then then I should be able to, out of the box, be able to add a follow up action under operation behavior where I could create a "verification" type approval record for the defect creator when a defect state goes to resolved/fixed.
Am I missing somethign?
![](http://jazz.net/_images/myphoto/fa5f5a6a861b8d45fdbed70141a8f411.jpg)
No, as far as I can tell, there is no way to do this.
Rick,
Did you get this working? We also need to have the approval record created and ready for verification.
Susan
Do I really have to write code to have RTC automatically create an approval record when a work item changes state?
Out of the box, in Approval Trackings for the defect work flow, the "Verification" items are pre-filled.
It seems then then I should be able to, out of the box, be able to add a follow up action under operation behavior where I could create a "verification" type approval record for the defect creator when a defect state goes to resolved/fixed.
Am I missing somethign?