Hi Su Song,
I'm working with version 7, and this works for me. You need to have the manager name field populated on your people form for all of your requesters, so that Remedy can find the manager based on the requester. All you need to do is create a "Get Next Approver" rule. On the set fields tab, the set fields type will be a query, and you will get the value from the people form (CTM:People). The qualification should be set to: 'Remedy Login ID' = $Requestor ID$ This will find the people record of the requester. You then set the 'Next Approvers' field to $ManagerLoginID$, and the 'Level' field to 2, or whatever approval level you want. One thing that I'm not sure about - may be a bug?? - if, when defining your process, you set 'Validate Approvers?' to "Yes", the approval engine doesn't seem to validate login names. Only approval roles are validated successfully. However, if you set 'Validate' to "No", the approval notification still gets sent out ok. When validating, output from the approval log looks like this: <APPR> Check valid user rules <APPR> Testing name SGP000000000002 | CAB-Member to see if valid <APPR> --> The user is a valid role <APPR> Testing name mwillis to see if valid <APPR> --> The user did not validate <APPR> Set approval details record for this entry to state Error Can anyone confirm that this is normal behaviour? Regards, Matt Willis _____ From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] On Behalf Of Song, Su Sent: Wednesday, 28 March 2007 1:53 AM To: [email protected] Subject: Approval Process Question Hi Listers, I had a question and was wondering if you could point me in the right direction. We would like to create a 4 Level Approval Process that gets routed to: 1. 1st level pre-defined approver 2. Requester's Manager 3. 2nd level approver 4. 3rd level approver The Requester's manager will always be defined as the 2nd level. How can I incorporate the Requester's manager into the process? Thank you in advance. -Su Song LADWP -------------------------Confidentiality Notice-------------------------- This electronic message transmission contains information from the Los Angeles Department of Water and Power, which may be confidential. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the content of this information is prohibited. If you have received this communication in error, please notify us immediately by e-mail and delete the original message and any attachment without reading or saving in any manner. __20060125_______________________This posting was submitted with HTML in it___ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:"Where the Answers Are"
