Customizing the Pending Approvals Monitor portlet

The Pending Approvals Monitor portlet allows a page or content manager (with the Manage or Manage Content privilege on the page), or an administrator, to list pending approvals by approver, date, page group, or submitter.

Pending Approvals Monitor portlet

Notes:

To customize the Pending Approvals Monitor portlet:

  1. In the Pending Approvals Monitor portlet header, click Customize.

  2. In the Display Name field, enter the name that you want to appear in the portlet header. The default is Pending Approvals Monitor.

  3. In the Display Limit field, choose whether to display all notification items in the portlet, or to limit the list to a specified number of notifications. The default is 20.

  4. In the Show Approvals For field:

    1. Select the type of pending approvals to show in this portlet, by default, when it is displayed on a page. You can show pending approvals for an approver, a date, a page group, or a submitter.

    2. Select a corresponding operator for the type, and enter a value. For example, specify an approver, a date, a page group, or a submitter.

    Note: This is not required. Users will be able to specify a type when they view the portlet on a page.

    Type

    Operator

    Value

    Approver

    Is - To show pending approvals for a specified approver.

    Is not - To show pending approvals for all approvers except for the specified approver.

    Enter the approver.

    Note: Enter the full search criteria. Wildcard searches using "%" or "*" are not supported. For example, enter John (and select Is) to return pending approvals for John, not J%.

    Date

    Is - To show pending approvals for a specific date.

    Is not - To show pending approvals for all dates except for the specified date.

    Greater than - To show pending approvals for dates greater than the specified date.

    Less than - To show pending approvals for dates less than the specified date.

    Enter the date.

    Note: The format is DD-MON-YYYY.

    Page Group

    Is - To show pending approvals for a specific page group.

    Is not - To show pending approvals for all page groups except for the specified page group.

    Enter the page group name.

    Note: Enter the full search criteria. Wildcard searches using "%" or "*" are not supported. For example, enter Sales (and select Is) to return pending approvals for the Sales page group, not S%.

    Submitter

    Is - To show pending approvals for a specified submitter.

    Is not - To show pending approvals for all submitters except for the specified submitter.

    Enter the submitter.

    Note: Enter the full search criteria. Wildcard searches using "%" or "*" are not supported. For example, enter John (and select Is) to return pending approvals for John, not J%.

  5. Click OK.

Related topics

Approving an item
Enabling approvals and notifications
Setting up an approval process for a page
Setting up an approval process for a page group
Setting up expiry notifications for a page group
Customizing the My Approval Status portlet
Customizing the My Notifications portlet