question Re: Demand Approval by Stakeholders in Developer forum

Demand Approval by Stakeholders

mike_bush — Wed, 24 Jun 2015 19:07:47 GMT

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

Re: Demand Approval by Stakeholders

amkatulak — Wed, 24 Jun 2015 20:48:00 GMT

I had the same issue. I added a business rule that fires when the state changes to Qualified that runs the script below.

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();


}

Re: Demand Approval by Stakeholders

mike_bush — Thu, 25 Jun 2015 07:34:31 GMT

Thanks Adam this looks great. BUT - I have tried this and although the User Approvals are attached as "Requested" they immediately jump into the "No Longer Required" state - any ideas what is causing this?

Re: Demand Approval by Stakeholders

amkatulak — Thu, 25 Jun 2015 13:46:34 GMT

Have you tried turning on debugging to see what is changing the state value on approval? Probably another business rule or something is running.

Re: Demand Approval by Stakeholders

mike_bush — Thu, 25 Jun 2015 14:00:40 GMT

Not tried much debug - but have done some more experimenting. I felt I wanted the APPROVERS to be visible earlier in the process (so that they can be adjusted before start) so I moved the "create" BR to the SUBMIT stage - perfect - they all appear as "Not yet requested". Then I used the "Qualified" BR to set Approval = Requested at which point they all go "No Longer Required"!

So then I started reading WIKI articles on approval and they are all basically couched in "workflow" terms - SO - I thought - I'll have a workflow which attaches at "Qualified" and just contains a "Manual Approvals" entry to pick up Approved or Rejected by the first person and pass it to the Demand Approval field.

BUT this workflow, having attached and moved into the "Manual Approval" node immediately gets CANCELLED! Why? By whom?

So, as you say, something is interfering with the process - not sure where to start with debug - BR logging is horrendous!

Re: Demand Approval by Stakeholders

amkatulak — Thu, 25 Jun 2015 15:00:49 GMT

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.

Re: Demand Approval by Stakeholders

mike_bush — Thu, 25 Jun 2015 15:55:33 GMT

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

Re: Demand Approval by Stakeholders

m_murphy — Tue, 10 Oct 2017 08:13:16 GMT

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.

Re: Demand Approval by Stakeholders

MarcoN376343603 — Mon, 26 Nov 2018 10:01:26 GMT

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=7165e88ddbc663c0fb4ae15b8a961996

Re: Demand Approval by Stakeholders

richam — Mon, 17 Jul 2023 08:08:12 GMT

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?