Kinetic Request Approval Create VERSION 4


The approval submission record, stored in the KSSRVCustomerSurvey_base form, is created to interact with the Kinetic Request approval process (see the Request Manager Training Manual for more information on Kinetic Request approvals). This handler retrieves the submission record that has an 'Instance Id' that matches the 'Lookup Id' parameter and copies the data necessary to execute the Kinetic Request approval process.

  • Copies the 'Lookup Id' parameter into the 'Lookup Value Id' field.

  • Copies all of the attribute field values.

  • Copies various required core fields (including 'ApplicationName', 'AssigneeGroup', 'Category', 'CategoryInstanceID', 'Company ID', 'Company Name', 'DataSet', 'Form', and 'SurveyMethod').

  • Copies the OriginatingID and OriginatingID_Display fields from the originating submission record.

  • Sets the 'Originating Form' field to the value of the SuveyTemplateName on the originating submission record.

  • Sets the 'Submission Type' field to "Approval".

  • Sets the 'ng_EndpointSecret' field to the deferral token of this task.

  • Sets the MessageTemplateInstanceID to the Instance Id of the message template (KSMSGMessageTemplate records, configurable from the Service Catalog Console) that was specified by the 'Message Template Name' parameter.

  • Sets the SurveyInstanceID field the the Instance Id of the service item that was specified by the 'Approval Template' parameter.

  • Maps the following approval field values from the specified info values:

    • 'ValidationStatus' => "Initial Validation Status"
  • Maps the following approval field values from the specified parameters:

    • 'Contact Info Value' => "Approver Email"

    • 'First Name' => "Approver First Name"

    • 'Last Name' => "Approver Last Name"

    • 'Submitter' => "Approver Login"

    • 'Survey Template Name' => "Approval Template Name"

    • 'NotesForCustomer' => "Notes for Customer"


Parameters

NameDescription
Approver Login:The Remedy login name of the approver.
Approver Email:The email address of the approver.
Approver First Name:The first name of the approver.
Approver Last Name:The last name of the approver.
Message Template Name:The name of the message template to use for the approval.
Approval Template Catalog Name:The name of the catalog the template for approval belongs to.
Approval Template Name:The name of the template to use for the approval.
Lookup Id:The instance id of the Kinetic Request submission that is being approved.

Sample Configuration

NameDescription
Approver Login:
Approver Email:
Approver First Name:
Approver Last Name:
Message Template Name:
Approval Template Catalog Name:
Approval Template Name:
Lookup Id:

Results

NameSample Result
Instance IdThe Remedy Instance Id of the generated approval submission. This value is available immediately upon creation of this node.
Validation StatusThe validation status of the completed approval submission. This value is not available until the deferring process completes this node.

Changelog

No Changelog Available.