Data Manager Certification Policies Assignment Options to Dynamic Field

[BH83401]

We're currently running Xanadu Patch 7.

I used the provided utility to convert our existing Data Certification schedules into the new Data Manager Certification policies. Previously, we assigned certifications to the "Product Owner" using the assign_to field in the cert_schedule.assign_to table.

However, in the new Data Manager policy configuration, the available assignment options seem limited to:

• Assigning to a specific user

• Assigning to a specific user group

It appears that the ability to reference a field such as "Product Owner" for dynamic assignment is no longer available. This change is going to dramatically effect the quality of tasks assigned to do this certification. 

Is there a workaround to achieve this kind of field-based assignment in the new setup? 

[folusho]

@BH83401 

Yes, you're absolutely right ... in Xanadu Patch 7, the new Data Manager Certification policies introduced with the updated Data Manager framework restrict assignment options compared to the older cert_schedule method. Specifically, the dynamic assignment via a reference field (like Product Owner) is no longer directly configurable through the UI.

However, you can implement a workaround using Scripted Assignments or Business Rules to restore that dynamic behavior.

 

Use a BR on cert_task

You can create a before insert Business Rule on the cert_task table to dynamically populate the assigned_to field based on a reference field on the CI or parent record.

// Business Rule: Assign to Product Owner

(function executeRule(current, gsr) {
    // Check if not already assigned
    if (!current.assigned_to) {
        var ci = current.cmdb_ci; // Or appropriate field pointing to the CI
        if (ci) {
            var ciGR = new GlideRecord('cmdb_ci');
            if (ciGR.get(ci)) {
                var productOwner = ciGR.product_owner; // Replace with your actual field
                if (productOwner) {
                    current.assigned_to = productOwner;
                }
            }
        }
    }
})(current, gsr);

[Tony Branton]

Support for dot-walking for task assignment in a Data Manager policy is available in CMDB Workspace 7.4.1 and later releases. No need to hard code a business rule as above.

[BH83401]

@Tony Branton , downloaded and installed 7.4.1 in my dev instance.
I do see the two new options, but still no ability to choose software owner, or product owner from dot walking. 

I am using the cmdb_software_product_model table. 

List View default contains Product owner cmdb_software_product_model.owner

Assignment type* > Select a user or a user group field, or a specific user or user group, to assign tasks
* User Field

*User Group Field

*Specific User

*Specific User Group

When I select 'User Field' or "User Group Field" I get the option to "select the user field to use to determine task assignment. Only fields referencing the User table are selectable" 

When I do this in Certification Schedule, I get a true dot walk.   
Any ideas and thank you!

[Tony Branton]

Thanks for the additional info - I tried it out on a Yokohama instance with CMDB Workspace 7.4.1 and 7.5.1.  The Owner field which is available in the Data Filter filter condition isn't available for the User Field, and although I can dot-walk to referenced tables when User Field is selected, no user fields are showing up for any of the dot-walked tables.  Definitely a defect as this was working in 7.3.1 - a defect has been raised.