vimal mishra
vimal mishra

Reputation: 1167

How to send request to admin for approval of catalog item?

I am facing some issue in service now workflow.Can someone please help me with the issue .Please find the below description of task and issue :

What I am trying do is :

  1. Create catalog items.
  2. Checkout catalog item.
  3. Approver should approve the request.
  4. Close the ticket.

Process Followed :

Issue :

User2 is not seeing any incident to approve.Incident created by user1 should be displayed in user2's home page for approval.

Approval -user

Workflow

Upvotes: 2

Views: 2557

Answers (1)

Peter Raeves
Peter Raeves

Reputation: 516

My gut feeling tells me that you chose the wrong table; That you created the workflow on the "Catalog Item" table instead of the "Requested Item" table. People seem to forget that an Item is a catalog item as long as it is in the catalog, but from the moment it is requested, a copy is stored to the database as a requested item. Therefore the workflow should happen on the requested item, not the catalog item.


I recreated what you did and everything works as expected. I will post screenshots below, so you could see what you did differently.

  • I logged in as System Administrator.
  • Created two users user1 and user2.
  • Created a group called "catalog_group" and added both users to the group.
  • Added the role of "approver_user" to the group.

As a best practice, you should add roles to the groups users are in, instead of the users themselves. This is easier to maintain, as the roles are automatically added to the user when they enter a group or removed when they leave a group.

I gave them the approver_user role, instead of the catalog_admin role, because they are approvers and not catalog administrators. Users with the catalog_admin role

Can manage the Service Catalog application, including catalog categories and items.

That might not be what you want. You can read more about the base system roles, here.

enter image description here

  • Created a new workflow on the Requested Item table.

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  • Created a new Catalog Item with the workflow.

enter image description here

  • Requested the item as System Administrator.

enter image description here

  • Finally, I impersonated both User One and User Two, and you can see that they have the item in their approval list.

enter image description here enter image description here

Upvotes: 2

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