Customization – Add an icon preview in the Pending Actions panel when uploading a Document Record
Summary:
In the Benefits Pending Actions section, we need to be able to view the file before approving or rejecting it.
Content (please ensure you mask any confidential information):
We would like to be able to see the content of the uploaded file in the Pending Actions panel, meaning we would like to add a preview icon.
Navigation: Benefits Administration → Benefits Activity Center → Benefits Summary
Workflow:
- Select an employee
- Edit a document record in the Pending Actions section
Note: If we go directly to the Document Record in the Actions section, we can see the preview icon and view the file content correctly.
Tagged:
0