Hi all,
I am in the process of moving our change process over a workflow through to flows like in a baseline instance.
The flow for the asses stage is working fine, however, I can't get the flow for the Authorize stage to do what needs to be done.
REQUIREMENT.:
- Change managers need to be able to add Manual Approvers during the assess stage, but these manual approvers should not delay the change going through to CAB unless the reject it.
- Change managers should also be able to add approvers at the authorize stage.
- The manual approvers would ned to approve or reject their approvals before the change goes through to the scheduled stage.
ISSUE:
The problem I am having is that when I add a manual approver during the Authorise stage, as soon the change approval policy is actioned AND the manual approver from the assess stage has actioned their approvals, the manual approver from the authorise stage gets set to 'No longer required' and the flow moves to scheduled. It seems like the second manual approver is being overridden and I need that to stop happening.
HOW THE FLOW IS CURRENTLY SETUP:
So, to accomplish this in a flow, when the flow for the Authorize stage gets triggered, I am doing the following Process Parts in parallel:
1. Apply change approval policy to get CAB Approvals and approval from the CI manager.
-> After this, the flow will check to see if there are any new manual approver records added, IF there aren't then it will evaluate change model and move the change to scheduled.
-> IF there are then it would "Ask for approval", then it would do another check to see if there are still pending approvals from the manual approver added in the assess stage.
2. Check if the change gets reverted to new (as per baseline flow design)
**Nothing to worry about with this part of the flow
3. Use the 'Ask for Approval' action (approve if all manual users approve) to ask approval from the manual approver added in the assess stage.
-> The idea here is at when all manual approvers (added in the assess stage) approve then it will check o see if there are any other approvals pending, either from the Change policy or other manual approvers
**I have two separate counts here so I could see where the count went wrong
WHAT ACTUALLY HAPPENS:
- Manual approver gets added in assess stage. This stays as "Not yet requested" until Authorize stage.
- All other approvals in Assess stage get approved and change moves to Authorise, at which point the new flow gets triggered.
- Manual approval from assess stage moves to "Requested" by "Ask For Approval" action in process part 3.
- Change policy is Applied and if appropriate (like in this scenario) then CAB approvals and other change policy approvals get requested.
- Another Manual approval is now added, and as such is set to "Not yet Requested"
- Manual approval from assess stage is approved
- **the Ask for Approval action in process part 3 is still waiting, however, the 2nd manual is moved to "Requested"
- At this point the Ask for approval action in part 3 is still waiting (despite the 1st manual approval being given), and so is the Apply Change approval policy in Part 1.
- CAB approves their approval
- flow actions are still waiting
- CI Manager approves
- Flow now moves to scheduled, with the 2nd manual approver record marked as "No longer required"
- In part 1, the count recognised that there was still a pending approval, however, in part 3, it did not recognise that there was a pending approval and ran the evaluate change model action.
So I wonder....
1. Why is the Ask for Approval action in part 3 not running independently of the change approval policy?
2. why the is the 2nd manual approval record (added in authorise stage) being requested without being told to do so by a designated "Ask for approval action"?
3. Why is this then not being counted when I do a search for pending approvals attached to this change?
Has anyone else had difficulty running "Ask for Approval" and "Apply change approval policy" side by side?
Thanks,
Liam
