Click to Approve

[Anon Anon]

We have a need to provide the ability for a user to click to "approve" a workflow item, as part of the message being sent from CASDM requesting approval.

We would literally like to offer the options for each type of workflow message as separate links.  If not that, perhaps even opening the correct workflow item in Edit mode?

Thanks.

[System]

sam.cohen:

We have a need to provide the ability for a user to click to "approve" a workflow item, as part of the message being sent from CASDM requesting approval. 

We would literally like to offer the options for each type of workflow message as separate links.  If not that, perhaps even opening the correct workflow item in Edit mode?

Thanks.

Hi All,

Anyone have a suggestion here for Sam?

Thanks!

Chris

[Legacy User]

Hi Sam,

Just a couple of questions for clarification as your query is not that clear to me...

 

1. By "user" are you refering to any user regardless of the Access Type\Role (Employee, Analyst, ect...) to be able to approve workflow

 

2. Are you using Classic Workflow, CA Wokflow or ITPAM?

 

3. Are you trying to enable email approvals?

 

Kind Regards,

Brian

[Anon Anon]

1. By "user" are you referring to any user regardless of the Access Type\Role (Employee, Analyst, etc...) to be able to approve workflow
This is the “toughest” question to answer – potentially it could be any Role, though we limit approval to edit workflow status based on being either the assignee or in the group.

2. Are you using Classic Workflow, CA Workflow or ITPAM?
Classic (linear) workflow

3. Are you trying to enable email approvals?
It turns out this would be the “best” option, as sometimes approvers are “off-network” (not on our Intranet – CASDM is totally internal in our organization).
Sam Cohen, Global Systems Manager
Marsh & McLennan Companies
Global Technology Infrastructure (MGTI) | ESE Application Engineering
121 River Street, Hoboken, NJ 07030, USA
[phone] | Mobile [phone] | [e-mail]<mailto:[e-mail]>
www.mmc.com<http://www.mmc.com/>

From: CA Service Management Global User CommunityMessage Boards [mailto:[e-mail]]
Sent: Friday, April 04, 2014 7:38 AM
To: [e-mail]
Subject: [CA Service Desk General Discussion] RE: Click to Approve


Hi Sam,

Just a couple of questions for clarification as your query is not that clear to me...



1. By "user" are you refering to any user regardless of the Access Type\Role (Employee, Analyst, ect...) to be able to approve workflow



2. Are you using Classic Workflow, CA Wokflow or ITPAM?



3. Are you trying to enable email approvals?



Kind Regards,

Brian
Posted by:brian_mathato
--
CA Communities Message Boards
112471191
[e-mail]<mailto:[e-mail]>
https://communities.ca.com

________________________________
This e-mail and any attachments may be confidential, proprietary or legally privileged. Any review, use, disclosure, distribution or copying of this e-mail is prohibited except by or on behalf of the intended recipient. If you received this message in error or are not the intended recipient, please delete or destroy the e-mail message and any attachments or copies and notify the sender of the erroneous delivery by return e-mail. To the extent that this message or its attachments were sent without encryption, we can not guarantee that the contents have not been changed or tampered with. Any advice expressed in this message is being delivered to you solely for your use in connection with the matters addressed herein and may not be used for any other purpose without our prior written consent.

The information contained in this document (including any attachments) is not intended by Mercer to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code that may be imposed on the taxpayer.

[Legacy User]

Unfortunately with Classic workflow, this cannot be achieved. Not all users can have access to Classic Workflow. Only Analysts that have access to Change Order records can use Classic Workflow. The best way to meet your requirement in its entirety would be to use ITPAM.

[Anon Anon]

In that case…

1. By "user" are you referring to any user regardless of the Access Type\Role (Employee, Analyst, etc...) to be able to approve workflow
This is the “toughest” question to answer –any Analyst Access Type; we limit approval to edit workflow status based on being either the assignee or in the group.

2. Are you using Classic Workflow, CA Workflow or ITPAM?
Classic (linear) workflow

3. Are you trying to enable email approvals?
It turns out this would be the “best” option, as sometimes approvers are “off-network” (not on our Intranet – CASDM is totally internal in our organization).


Sam Cohen, Global Systems Manager
Marsh & McLennan Companies
Global Technology Infrastructure (MGTI) | ESE Application Engineering
121 River Street, Hoboken, NJ 07030, USA
[phone] | Mobile [phone] | [e-mail]<mailto:[e-mail]>
www.mmc.com<http://www.mmc.com/>

From: CA Service Management Global User CommunityMessage Boards [mailto:[e-mail]]
Sent: Friday, April 04, 2014 10:02 AM
To: [e-mail]
Subject: [CA Service Desk General Discussion] RE: Click to Approve


Unfortunately with Classic workflow, this cannot be achieved. Not all users can have access to Classic Workflow. Only Analysts that have access to Change Order records can use Classic Workflow. The best way to meet your requirement in its entirety would be to use ITPAM.
Posted by:brian_mathato
--
CA Communities Message Boards
112481861
[e-mail]<mailto:[e-mail]>
https://communities.ca.com

________________________________
This e-mail and any attachments may be confidential, proprietary or legally privileged. Any review, use, disclosure, distribution or copying of this e-mail is prohibited except by or on behalf of the intended recipient. If you received this message in error or are not the intended recipient, please delete or destroy the e-mail message and any attachments or copies and notify the sender of the erroneous delivery by return e-mail. To the extent that this message or its attachments were sent without encryption, we can not guarantee that the contents have not been changed or tampered with. Any advice expressed in this message is being delivered to you solely for your use in connection with the matters addressed herein and may not be used for any other purpose without our prior written consent.

The information contained in this document (including any attachments) is not intended by Mercer to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code that may be imposed on the taxpayer.

[Jose Gonzalez Guilloty]

brian_mathato:

Unfortunately with Classic workflow, this cannot be achieved. Not all users can have access to Classic Workflow. Only Analysts that have access to Change Order records can use Classic Workflow. The best way to meet your requirement in its entirety would be to use ITPAM.

Hi Brian,

I think this a good topic for a Community WebEx. A lot of users are always struggling with this type of situation when the approvers are not accessible to the corporate network or are not analyst. I would like to see best practices of PAM trying to achieve this can of situations (PAM Task List, Email approvals, etc). The mobile app for SDM could be part of the solution, but personally I think this app need to be a little more flexible to modifications since most of the SDM shops are personalized to corporate needs.

I was in a conference meeting a few weeks ago with PAM consultant and his recommendation was to always keep end users outside of PAM, trying to keep these user approvals in Service Catalog or SDM. 

Regards,

Jose