Forum Discussion

ricksu-ssw's avatar
ricksu-ssw
Copper Contributor
Aug 25, 2023

Approval Templates - Where are they stored?

 

Context

When creating an Approval Template, we were asked to fill in

  • Basic settings - Name, Category and Description
  • Form design
  • Workflow settings - File attachment, Approver option, Responses and Comments required.

 

Goal

My goal is to create a Power BI report on "who" is responsible for approving "what"

 

Questions

When an Approval Template gets created, where does the data get stored?

I would like to (in priority)

  1. Retrieve Workflow settings | Approver option
    This would give me the people who are doing the Approvals.
  2. Retrieve Basic settings | Category
    This would give me the categories on what can be approved.
  3. Customize Basic settings | Category
    We would like to add our own Category.

 

Resources