Identity Manager 9.2 - IT Shop Administration Guide

The condition through which the approvers are determined is formulated as a database query. Several queries may be combined into one condition. This adds all identities determined by single queries to the group of approvers.

To edit the condition

1. In the Manager, select the IT Shop > Basic configuration data > Approval procedures category.

2. Select an approval procedure from the result list.

3. Select Change queries for approver selection.

To create single queries

1. Click Add.

   This inserts a new row in the table.

2. Mark this row. Enter the query properties.
3. Add more queries if required.
4. Save the changes.

To edit a single query

1. Select the query you want to edit in the table. Edit the query's properties.
2. Save the changes.

To remove single queries

1. Select the query you want to remove in the table.
2. Click Delete.
3. Save the changes.

You can, for example, determine predefined approvers with the query (example 1). The approver can also be found dynamically depending on the request to approve. To do this, access the request to be approved within the database query using the @UID_PersonWantsOrg variable (example 2).

Example 1

Requests should be approved by a specific approver.

Example 2

Approval for requests should be granted or denied through the requester’s parent department. The approver is the cost center manager that is assigned to the requester‘s primary department. The requester is the identity that triggers a request (UID_PersonInserted when requesting for an employee, for example).

select pc.UID_PersonHead as UID_Person, null as UID_PWORulerOrigin from PersonWantsOrg pwo
   join Person p on pwo.UID_PersonInserted = p.UID_Person
   join Department d on p.UID_Department = d.UID_Department
   join ProfitCenter pc on d.UID_ProfitCenter = pc.UID_ProfitCenter
   where pwo.UID_PersonWantsOrg = @UID_PersonWantsOrg

Taking delegation into account

To include delegation when determining approvers, use the query to also determine the identities to whom a responsibility has been delegated. If the managers of hierarchical roles are to make the approval decision, determine the approvers from the HelperHeadOrg table. This table groups all hierarchical role managers, their deputy managers, and identities to whom a responsibility has been delegated. If the members of business or application roles are to make the approval decision, determine the approvers from the PersonInBaseTree table. This table groups all hierarchical role members and identities to whom a responsibility has been delegated.

Determine the UID_PWORulerOrigin in order to notify delegators when the recipient of the delegation has made a decision on a request and thus allow the Web Portal to show if the approver was originally delegated.

To determine the UID_PWORulerOrigin of the delegation

• Determine the UID_PersonWantsOrg of the delegation and copy this value as UID_PWORulerOrigin to the query. Use the dbo.QER_FGIPWORulerOrigin table function to do this.

  select dbo.QER_FGIPWORulerOrigin(XObjectKey) as UID_PWORulerOrigin

Modified query from example 2:

select hho.UID_PersonHead as UID_Person, dbo.QER_FGIPWORulerOrigin(hho.XObjectkey) as UID_PWORulerOrigin from PersonWantsOrg pwo join Person p on pwo.UID_PersonInserted = p.UID_Person join Department d on p.UID_Department = d.UID_Department join ProfitCenter pc on d.UID_ProfitCenter = pc.UID_ProfitCenter join HelperHeadOrg hho on hho.UID_Org = pc.UID_ProfitCenter where pwo.UID_PersonWantsOrg = @UID_PersonWantsOrg