How to trigger a confirmation when request is logged by someone else

[ndowne]

Managers/Assistants can log requests for new computer or system access for their staff or managers. However for some of these requests we want the end user to "sign" so that they understand their obligations once the request is fulfilled. 

Is there a way to obtain a confirmation from the "Requested for" person on submission, and leaves the request in "waiting for more info" type status until it is received?  If yes, can you provide an example of how to achieve this.

Thanks

[Swapna Abburi]

Hi @ndowne 

you can trigger approval request to Requested for if requested by is different from Requested for. Users can approve or reject the request using email response/inbound email actions.

[ndowne]

Thanks Swapna.  It not quite what I need.  The approval process is a simple accept or reject.  I am looking for a way for the 'requested for" person to effectively "check a box" that says they agree to terms and conditions when they are not the original requestor.

[Ankur Bawiskar]

@ndowne 

are you having a reference variable on your catalog which says request is raised for which user?

You can populate logged in user as default value.

Have an onChange catalog client script and compare the updated variable value with g_user.userID and that will tell you if someone is raising request on behalf of someone, if yes then show info message

OR

show another variable which is of type Rich text and show terms and conditions there, also create a checkbox variable and ensure onSubmit script checks if it's selected or not.

In onSubmit script check the value of that reference variable against the g_user.userID and ensure checkbox is checked before submitting

function onChange(control, oldValue, newValue, isLoading) {
    if (isLoading) {
        g_form.setDisplay('variableName', false);
        return;
    }

    if (newValue != g_user.userID) {
        g_form.addInfoMessage('Please select the terms and conditions');
        g_form.setDisplay('variableName', true);
    }

}

If my response helped please mark it correct and close the thread so that it benefits future readers.

[ndowne]

Thanks Ankur, 

What you have suggested is helpful, but not quite what I am trying to achieve.  Say I am the boss, and I fill in details about what my staff member needs access to as they are new and don't know the details. However, before that staff member is given access, they need to acknowledge they are aware of the terms of a confidentiality agreement.

Two scenarios

1. I complete the form on behalf of myself, then the form would check requested by and requested for, and seeing they are the same, present with the field confirming I acknowledge the terms and conditions (in this case a confidentiality clause).  Can be done easily on a request form 🙂

2. I complete the form on behalf of a staff member, therefore the requested by and requested for are different. I am looking for a solution that would either move the form from the manager to staffer to complete the acknowledgement or trigger a new form (or some other thing) that would allow the staff member to acknowledge the terms and conditions of the request. So kind of like an approval, but with the wording to tell them the terms and conditions, and them to "approve-agree" to the terms.  OR any other suggestion you think would deliver the outcome I need. - An acknowledgement from the person getting the access, not the requestor.