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Afif Hatta
10-20-2015, 03:27 AM
Hi,

Does anyone know if there is a way to set a manual process to nominate the approver during the checkout process in App Portal?
I know its counter-productive but the organisation I'm getting this set up is having issues with it's AD so one option is for the requestor to manually nominate the approver.

Thanks.

Afif

jason.snook
10-20-2015, 08:16 PM
I am assuming since you mentioned AD data that you want to use manager for approval. Is that correct? If so, is there another system which stores this information? It may be best to correct the data quality issue rather than create a custom solution that will likely have holes in it. For example, if a user (Jane) wants a piece of software that she knows her manager (John) won't approve, she can just send it to her friend (Sam) for approval, bypassing the intent of the approval process.

pathytr
04-02-2016, 06:53 PM
We have set this up in our instance of App Portal. While the built-in dynamic "Manager" approval works great, we do have some hardware items that, because of there type and\or costs, we want to "go up the chain a little higher" with in-regards to approval. The only way I found to do this, was to enable the "Custom Approver" feature. This allowed me to write a SQL statement that queries users by specific words in their AD "Title". Basically I included all Directors and VPs. Once attached to a workflow, the requesters are asked to select their "approver" from the list (which includes the users from my SQL statement). Worked out pretty well, but as Jason mentioned, there is really no way to really enforce that the requester select the correct approver in their chain-of-command. Hasn't been a problem to-date though. One downside to this also is, as I understand it, you can only create a single "Custom Approver" query. So if it works well for you and you'd like to duplicate your efforts to expand to other custom groups, you are out-of-luck.

All that being said, I just finished upgrading our App Portal from 2013 R2 to 2015 R2, and this is one function that "broke" once upgraded. When attempting to open the list of approvers, there is no longer anyone listed. I've tried different steps to resolve but have so far been unsuccessful. I will probably be opening a Flexera support case for this Monday morning.