You can configure the Approval activity so that the approver will be requested to review the object properties submitted for approval. One more option is to allow the approver to make changes to those properties.
To configure request for review
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Navigate to the Request for information tab in the Properties dialog for the Approval activity.
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Select the Show the original request to the approver check to enable the approver to review the properties submitted for approval.
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(Optional) Select the Allow the approver to modify the original request check box to allow the approver to make changes to the properties submitted for approval.
When the Show the original request to the approver check box is selected, the Object Properties tab of the Approval Task page in the Approval section of the Web Interface displays the object properties submitted for approval. The property values are shown read-only in the area under the Review the properties submitted for approval heading.
TIP: You can configure the Approval activity to allow the approver to change those property values by selecting the Allow the approver to modify the original request check box. If you do not want the approver to view the properties submitted for approval, clear the Show the original request to the approver check box.
You can configure the Approval activity to specify how the approval tasks created by that activity are identified in the Approval section of the Web Interface. The Approval section contains a list of approval tasks, with each task identified by a header that provides basic information about the task, including the title of the task and information about the target object of the operation that is subject to approval. The title of the task is located in the middle of the task header. The properties that identify the operation target object are displayed above the title of the task.
To change the title of the approval task
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Navigate to the Customization tab in the Properties dialog for the Approval activity.
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Click Customize the task header area.
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Type the appropriate title in the Display this title to identify the approval task box.
By default, the title is Approve operation.
To change the properties that identify the operation target object
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Under Customize the task header area, verify that the Display these properties of the object submitted for approval check box is selected.
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Use Add and Remove to configure the list of properties.
By default, the list contains the Friendly Name property, which causes Active Roles to use the display name of the object. If the object does not have a display name, then Active Roles uses the name of the object.
TIP: By default, the approval task’s header provides summary information about the changes that are subject to approval, including the type of the changes and the reason for the changes. You can configure the header not to display that information by clearing the Display the operation summary in the task header area check.
NOTE: Changes to the configuration of the task’s header have an effect on the tasks created by the Approval activity after the changes were made, and do not affect the tasks created earlier.
You can configure the Approval activity to specify the actions the approver can take on the approval task. On the pages for performing the approval task, in the Approval section of the Web Interface, the task header contains the action buttons that are intended to apply the appropriate resolution to the task, such as Approve or Reject. The action buttons are located at the bottom of the header area. Which buttons are displayed depends upon configuration of the Approval activity.
To rename or hide an action button
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Go to the Customization tab in the Properties dialog for the Approval activity.
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Click Customize action buttons.
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Click the title of the button in the list, and then click Edit.
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In the Action Button Properties dialog, perform the following tasks:
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To rename the button, type the appropriate name in the Button title box.
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The new name will appear on the action button in the Web Interface.
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To hide the button, clear the Is visible on the pages for performing the approval task check box.
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As a result, the Web Interface will not display the action button.
You can restore the action button in the Web Interface by selecting the Is visible on the pages for performing the approval task check box.
NOTE: This option is unavailable for the Escalate and Delegate action types. The Web Interface displays the Escalate or Delegate button only if the Approval activity allows the approver to escalate or reassign (delegate) the approval task, respectively.
Action buttons appear on the pages for performing the approval task. Each button applies a certain action to the task. You can add buttons to create custom actions. Clicking a custom action button allows (Complete action type) or denies (Reject action type) the operation that is subject to approval. If-Else activities can refer to a custom action button by title and elect the appropriate branch of the workflow when the approver clicks that button.
To add a custom action button
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Navigate to the Customization tab in the Properties dialog for the Approval activity.
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Click Customize action buttons.
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Click Add.
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In the Action Button Properties dialog, do the following:
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In the Button title box, type the appropriate name of the button.
This name will appear on the action button in the Web Interface.
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From the Action type list, select the appropriate type of the action button.
When applied to an approval task, the Complete action type, causes the workflow to continue, allowing the operation that is subject to approval; the Reject action type button denies the operation.
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Select the Is visible on the pages for performing the approval task check box.
TIP: When adding a custom action button, One Identity recommends including instructions explaining the meaning and purpose of the custom action. You can enter these instructions in the Properties > Customization > Customize action buttons > Show this instruction for action buttons field of the Approval activity. The approver will see that text above the action buttons on the pages for performing the approval task in the Web Interface.
To complete an approval task, the approver normally has to fill in a confirmation dialog box. You can configure the Approval activity to prevent the confirmation dialog from appearing: Select the Suppress the confirmation dialog upon completion of approval task check box in the Customize action buttons area on the Customization tab in the Properties dialog for the Approval activity.
When configuring a Notification activity, you can specify notification settings such as workflow events to notify of, notification recipients, and notification message template. The same settings apply to the Notification section of other activities such as an Approval activity, a Search activity, and CRUD activities.
To view or change notification settings
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In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the workflow containing the activity you want to configure.
This opens the Workflow Designer in the Details pane, representing the workflow definition as a process diagram.
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In the process diagram, right-click the name of the activity and click Properties.
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Navigate to the Notification tab in the Properties dialog.
The page for configuring notifications includes three areas:
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Events, recipients, messages: In this area you can add, view, change, or remove notifications, each of which determines an event to notify of, the recipients of the notification message, the message delivery options, and the message template.
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Active Roles Web Interface URL in Notifications: This area is used to specify the address (URL) of the Active Roles Web Interface, for constructing hyperlinks in the notification messages.
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Email server settings: In this area you can view or change the name and other settings of the email server that is used for delivery of notification messages.
