Demand Approval by Stakeholders

[mike_bush]

I'm starting to get to grips with Fuji Demand Management but wonder if am missing something?

I can attach Stakeholders based on the Portfolio - good.

These people can be marked as "Assessment Recipient" and they are sent questionnaires during the "Screening" stage - excellent.

They can also be marked as "Approvers" - BUT - I can find no way of getting Approvals sent out to them automatically when I move to "Qualified"?

So - what am I missing?

Mike

[amkatulak · Accepted solution]

Actually, I remember having the same issue.   There is a business rule that runs on the task table called 'Moot Approvals Upon Cancellation' that cancels approvals when the state of a task record changes to '4'.   '4' is usually 'Closed Complete' but for the demand table it is 'Qualified'.   I edited that business rule's condition to tell it to not run if the task_type is demand.   Try that out and see if it works for you as well.

[mike_bush]

Brilliant!

AND there is a "rogue" BR which was killing my Workflow - "Cancel Workflows Upon Cancellation" which has a long list of excluded tables for state=4 and needed dmn_demand added.

(They've basically screwed the design up at this point if you'll excuse my language)

Anyway, thanks again, have more brownie points

[m_murphy]

To leverage the approval settings for Demand stakeholders, here's a step-by-step guide to configure approval requests using the OOB approval engine (once a Demand moves to the Qualified state)

Step 1 — Approval Engine
Navigate to System Properties -> Approval Engines
Update Demand Approval Engine to: Approval Rules

Step 2 — Create Business Rule (Demand Approval Request)
Table: dmn_demand
When to Run: (After) State changes to Qualified
Advanced Script:

var grStakeHolder = new GlideRecord('dmn_stakeholder_register');

grStakeHolder.addQuery('portfolio',current.portfolio);

grStakeHolder.addQuery('approver','yes');

grStakeHolder.query();

while (grStakeHolder.next()) {

  //gs.log('Found an approver for demand ' + current.name);

  var grApproval = new GlideRecord('sysapproval_approver');

  grApproval.initialize();

  grApproval.approver = grStakeHolder.user;

  grApproval.state = 'requested';

  grApproval.sysapproval = current.sys_id;

  grApproval.insert();

}

Step 3 — Create Business Rule (Set Demand to Approved)

Table: dmn_demand
When to Run: (After) Approval changes to Approved
Set Field Values: State to Approved

Step 4   (Optional) — Add Approvers Related list to Demand Form

On the Demand form, click the action icon and select Configure -> Related List

Add the Approvers list to the Selected column.

[richam]

I know this is an old post but I was looking for information for approvers. In order to approve demand, do we need any role like a business stakeholder?

[Marco Nappo_]

Thank you murphy, I wrote an article about that in the community with an update set related implementation: https://community.servicenow.com/community?id=community_article&sys_id=7165e88ddbc663c0fb4ae15b8a961...