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Authorisation and custom Data Query lists


AndyHill
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We have a number of BPM's that make use of the Auto Assign Authorisation nodes, for these BPM's we ask the user to identify their line manager in the progressive capture. Is there any way to therefore automate the addition of this name from the PC for that Auto Assign Authorisation node rather than having to have the analyst add the name manually? I have tried used the regular authorisation node which allows you to set a variable for who its assigned to but that just report backs that it doesn't recognise the user. 

 

For the progressive captures mentioned above we restrict the selection process using the Data Query -> Search Colleagues feature which is great but is there anyway to have the ability to select from a custom list as we have certain service requests that need line manager approval and then director approval. Both our line managers and directors come up under the search colleagues feature as both have the authoriser role. 

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The Get Request Information -> Customer Details node retrieves the Customer's Manager - both name and ID

If your User accounts are populated with the Manager's details you can retrieve the information from there without the need to ask them, and use the ManagerId as the variable in an Authorisation node.

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13 minutes ago, AndyHill said:

we ask the user to identify their line manager in the progressive capture

Not quite to the point you asking, sorry for this, but... Why letting the user to make this selection and not let the system identify the line manager based on what is set on user profile?

(making a bold assumption here thinking the functionality exists which, being honest, I am not 100% sure it does...)

EDIT: posted almost at the same time as Steve and I can see the functionality does exist :)

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Our HR system is very dated and whilst they are working on it to provide this information in to Azure and therefore in to SM it's not quite there yet so we have to allow the users to identify it for us. 

 

EDIT: Even when we have managers in place we would still have the need for a secondary authorisation from a director in some instances at which point need a way of allowing users to select from an approved list of directors and then also having the auto assign authorisation node use that selection.

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@AndyHill if you wanted (depending on the numbers of authorisors) you could have a simple list with a list of the authorisors to choose from. just use their name in the Display Field (to make it easier for the customers to pick) and their username in the raw field then you can inject the username in the authorisation node as a variable.

If you have secondary authorisors then these can be added separately in a different authorisation node either one after the other or have a parallel process to send these off and wait for their responses.

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