My Active items widget - how to add an additional activity?

[gjz]

In my company we have super users who are allowed to act on behalf of "regular" users and as a result, they need to see all requests for their department, not just the ones they opened.  I've been trying to figure out how to create an additional activity configuration that will display for the super users, but I'm getting stuck.  It needs to behave just as the Requests activity configuration except the filter needs to be for the department, not the logged in user.

1. I've created a new Activity Configuration called "Department Requests" and set it to go to the same activity portal page my_requests.  I suspect this needs to be changed, but for now I'm keeping it the same.

2. The next step is to create an Activity Configuration Detail record, but I can't select either the task or sc_request table.  The only tables that show up in the list all start with sn_ex_sp.  I saw the post from someone else a few years ago who created a new activity for change requests and tried to follow it, but this is where I got stuck.  Unlike the other person, I'm not able to select any table.

This seems like the correct steps since all I need to do is change the query filter to include additional requests.

Does anyone have any ideas?

[gjz]

I think I might understand.  I think you are saying to create a dynamic filter that will identify the logged in user as a super user, then modify the request filter with an OR to include the dynamic filter and anything else needed (like department) to limit the requests to the department.  Is that correct?

[James Chun]

Spot on, you can apply that dynamic filter to an existing request filter or create a new one.

[gjz]

Hi James, I'm hoping you can help me a little more, I keep getting stuck.

I'm customizing the Employee Center (not the pro version) and need to change the filter for Requests in the My active items to include all requests for the department if the logged in user is a super user.

I can write a business rule or script include to check for the logged in user and whether or not they have the super user role, but I'm stuck on the dynamic filter.  I've written them before, I don't have issues with creating one, but I can't figure out what data is available in the REQ/RITM in order to use the filter in the condition.

Here's my example:

John Doe opens a request for himself for a new computer.  When he logs onto the Employee Center and clicks Request in the My active items widget, he will only see his request.

Jane Smith is a super user and is allowed to see and update comments on John Doe's request as well as her own.  Both are in the same department and the super user role is super_user and only Jane Smith has that role.

The only thing that is in common is the department and that's where I'm stuck.  The OOB condition on the filter is

I know I need to have an OR condition that is essentially

??? is (dynamic) Super User AND

Department is(dynamic) My Department.

My Department is already a dynamic filter that I created a long time ago.  Do you have any ideas for ??? is(dynamic) Super User?

[Carl-Johan]

Your instance need to be in the right scope when creating the activity - that will determine which tables you can choose. So if you want to choose change_request or sc_request your instance needs to be in the Global scope.