Thank you Matt.  That worked perfectly!  

 

There are several cases where the ManagerLoginID field is empty.  Do you
have any suggestions on how to create a rule that will route the request
back to the first approver under this circumstance?  Currently if the
ManagerLoginID field is empty, it bypasses the 2nd level and routes it
to the 3rd level.

 

I appreciate any guidance you can provide.  Thank you.

 

Su Song 

LADWP

 

 

 

 

________________________________

From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] On Behalf Of Matthew Willis
Sent: Tuesday, March 27, 2007 3:01 PM
To: arslist@ARSLIST.ORG
Subject: Re: Approval Process Question

 

Hi Su Song,

 

I'm working with version 7, and this works for me. You need to have the
manager name field populated on your people form for all of your
requesters, so that Remedy can find the manager based on the requester.

 

All you need to do is create a "Get Next Approver" rule. On the set
fields tab, the set fields type will be a query, and you will get the
value from the people form (CTM:People). The qualification should be set
to:

 

'Remedy Login ID' =  $Requestor ID$

 

This will find the people record of the requester. You then set the
'Next Approvers' field to $ManagerLoginID$, and the 'Level' field to 2,
or whatever approval level you want.

 

One thing that I'm not sure about - may be a bug?? - if, when defining
your process, you set 'Validate Approvers?' to "Yes", the approval
engine doesn't seem to validate login names. Only approval roles are
validated successfully. However, if you set 'Validate' to "No", the
approval notification still gets sent out ok. When validating, output
from the approval log looks like this:

 

<APPR>    Check valid user rules

<APPR>       Testing name SGP000000000002 | CAB-Member to see if valid

<APPR>          --> The user is a valid role

<APPR>       Testing name mwillis to see if valid

<APPR>          --> The user did not validate

<APPR>    Set approval details record for this entry to state Error

 

Can anyone confirm that this is normal behaviour?

 

Regards,

Matt Willis

 

________________________________

From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] On Behalf Of Song, Su
Sent: Wednesday, 28 March 2007 1:53 AM
To: arslist@ARSLIST.ORG
Subject: Approval Process Question

 

Hi Listers,

 

I had a question and was wondering if you could point me in the right
direction.

 

We would like to create a 4 Level Approval Process that gets routed to:

 

1.         1st level pre-defined approver

2.         Requester's Manager

3.         2nd level approver

4.         3rd level approver

 

The Requester's manager will always be defined as the 2nd level.  How
can I incorporate the Requester's manager into the process?

 

 

Thank you in advance.

 

-Su Song

LADWP

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