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Approval procedure for delegations

(Ver 7.1.2)

Hello again experts,

Let me explain what we want to do and how have we tried to do so.

So our aim is to create an approval workflow for delegations in which the person you are delegating to has to approve it (“accept” that delegation). Sounds pretty straight forward but unfortunately we are not getting the query just right.

We did not find any ootb way to do so, hence we created an approval procedure with the following query to find the “delegating to” identity as the approver:

Select

per.UID_Person as uid_person, dbo.QER_FGIPWORulerOrigin(per.XObjectKey) as UID_PWORulerOrigin

from Delegation del

join person per on del.UID_PersonReceiver = per.UID_Person

where del.UID_PersonWantsOrg = @uid_personwantsorg

It seems like the quey is not finding any identities and we cannot figure out why.

Is there any ootb way to implement this?

Any ideas of what could be wrong with our query?

Is it even possible to do what we aim to?

Thanks in advance.

0 Markus Weiss-Ehlers over 5 years ago

How do you determine that it is not working, any errors?

Did you assign your approval policy to the service item for delegation?
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0 marcos.perez.fontan over 5 years ago in reply to Markus Weiss-Ehlers

Thanks for the reply Markus.

So we have an approval policy assigned to the Delegation service item, the approval policy has a workflow which contains just one step with one approval procedure. This approval procedure contains the query mentioned in the post.

We do not have any errors, we only see how in the job queue the request is aborted due to the query not finding any results.

If we change the approval procedure to any other, the delegation process works fine… So our guess is that the problem is coming from the query.
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0 Markus Weiss-Ehlers over 5 years ago in reply to marcos.perez.fontan

What is the setting of the configuration parameter QER\ITShop\PersonOrderedNoDecide? If this is turned on, the recipient will be auto-removed from the list of approvers, hence no approver is available.
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0 marcos.perez.fontan over 5 years ago in reply to Markus Weiss-Ehlers

We have that parameter deactivated. Let me explain the situation again, maybe it helps.

Person A is the manager of person B. Person A wants to delegate that responsibility into Person C. What we are trying to do is a query that calculates Person C as the approver of the request.
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0 Markus Weiss-Ehlers over 5 years ago in reply to marcos.perez.fontan

Did you test your statement with the UID of the request that failed in something like SSMS? Did it provide the expected UID of Person C?
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0 marcos.perez.fontan over 5 years ago in reply to Markus Weiss-Ehlers

Yes! We did just as you are describing in SSMS and object browser and it worked just fine.
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0 Markus Weiss-Ehlers over 5 years ago in reply to marcos.perez.fontan

Then I suggest contacting support. Maybe they do have an idea why it is not working in your case.
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Endpoint Privilege Management

Approval procedure for delegations