Automate CWM Access Requests

[Irene5]

The key to Collaborative Work Management is, well, collaboration. In order to encourage collaboration and keep teams working productively, it's best to set up a workflow to respond to access requests. 

We've created a sample workflow to get you started! Keep in mind that you may need to edit this workflow based on your business requirements and unique customizations. As always, please thoroughly test this workflow before installing in your Production environment. 

First, turn on the out-of-the-box property (sn_cwm.request_role_access) to enable the "Request Access" button to give users without CWM access the ability to request access.

Then, follow the steps in the attached PowerPoint and load the attached XMLs to set up a workflow to respond to those requests.

Attached you'll find XMLs of update sets for:

• A custom property that enables you to choose whether or not CWM access requests are automatically approved
• A sample workflow to respond to CWM access requests
• A sample flow action to trigger the workflow
• A sample Catalog item for approval request
• A sample email notification and email template to let users know that they have been granted access to CWM

You can find more implementation tips and learn more about CWM here.

[danielmilan]

I had a little trouble whilst configuring these options, mainly caused by the Script Action. The userid input was not behaving normally, and it was populating in the flow seemingly randomly; sometimes it was blank, others it was a random SysID not linked to the correct user. I was able to fix this issue simply by adding '.toString()' before adding it to the input object. 

Thought I'd document this just in case anyone else was running into the same issues.