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Handling more dynamic approvals RRS feed

  • Question

  • Hello,

    Im working on finding a solution for our approval situation.

    For instance, we have a service request for ordering a computer in the portal. This is something that anyone in the organization can do.

    However, only some are actually allowed to do this "out of system". Thus I need the approval workflow to activate in only some cases.

    The "line manager should approve" function is great. But I need it to know when to trigger depending on who is making the submission.

    I have tried convincing them of a "out of system" policy for handling these orders but they want the system to handle it for them.

    Any suggestions?

    Very grateful for assistance!

    Tuesday, June 4, 2013 12:09 PM

All replies

  • Some clarification. Is there a way to set up so that when a user submits a request, he can specify who the recipient of the service is, so that the approval will go to that persons manager.

    If using only the "line manager" function it will happen that a manager orders for his staff and then the "managers manager" will get the approval request.. 

    Wednesday, June 5, 2013 7:05 AM
  • Hey

    One way to go is using Orchestrator which allows you to build dynamic approval scenarios. Imaging this activities in your process (SR):

    Activity 1 --> Review Activity (to review)
    Activity 2 --> Manual Activity or Runbook Activity (to do the work)

    You could now add another Activity before the 2.

    Activity 0 --> Runbook Activity (set dynamic approvers)

    This activity triggers a runbook that checks some inputs from the user and then dynamically sets the approver in Activity 2.

    Cheers
    Marcel


    Marcel Zehner // Blog --> http://marcelzehner.ch // Twitter --> @marcelzehner // Business --> http://www.itnetx.ch

    Wednesday, June 5, 2013 8:33 PM
  • Thank you Marcel

    You have been a great help in my SCSM struggles through your blogs and articles.

    I have realized that Orchestrator is what i need to do to get the approval workflows the way i need.

    Is there a more detailed guide than the one Anders Bengtsson wrote on the subject at http://contoso.se/blog/?p=2872 ? I struggle to configure it properly.

    Wednesday, July 17, 2013 11:29 AM
  • Hey

    This post from Anders should help --> http://www.scsm.se/?p=895

    Cheers
    Marcel


    Marcel Zehner // Blog --> http://marcelzehner.ch // Twitter --> @marcelzehner // Business --> http://www.itnetx.ch

    Wednesday, July 17, 2013 1:10 PM
  • Thanks again Marcel!
    Thursday, July 18, 2013 11:33 AM