Demand management approvals and notifications

[sigmachiuta]

There doesnt seem to be any OOB notifications for the demand module.   So i get that an idea can turn into a demand and I have assessment categories that are calculated when the demand is Qualified.   If I only use code to calculate my assessments IE do not send assessments and use the assessment data on the form for my calculations how are my Stakeholders notified of anything?   Also I saw Demand Approval by Stakeholders and I was not having my stakeholders notified when the demand was in the qualified state so I added current.task_type !='demand' to my condition so it would trigger an approval when the state went to 4.   But my approval state is still 'not yet requested'.   It doesnt seem like there is much information about this module.   I have searched the wiki and read all i can but the stakeholders / approvals and notifications at each stage dont seem to have any functionality OOB.     Am I missing something?

[Uncle Rob]

Same question as on this thread:   Re: Demand Approval by Stakeholders

This is either a bug or a significant design oversight.   Years old at that

[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.