process approval
Moderator: crythias
process approval
Dear all
I heard that it is possible to make approval in the running process by just sending an email with a link to the approver, and update the approval result to the process flow. But I did not find any effective setting method for this.
Anyone know how to do it? Thanks in advance!
I heard that it is possible to make approval in the running process by just sending an email with a link to the approver, and update the approval result to the process flow. But I did not find any effective setting method for this.
Anyone know how to do it? Thanks in advance!
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Re: process approval
Hi,
I don't know how this should work with a plain Znuny/Community Edition. With a commercial add-on is it possible.
- Roy
I don't know how this should work with a plain Znuny/Community Edition. With a commercial add-on is it possible.
- Roy
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Use a test system - always.
Do you need professional services? Check out https://www.znuny.com/
Do you want to contribute or want to know where it goes ?
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Re: process approval
If you means this, then no by default.
- Approval user received email with link
- then click approval link
- by some magic, process approved.
If you mean this, then perhaps yes.
- Approval user received email with link (this link is a OTRS process activity dialog (approval screen))
- Approval user click on the link (need to login to OTRS first)
- Approval user click Approved (dynamic field).
* this is by expectation during the current activity, the approval user is the owner/responsible.
- Approval user received email with link
- then click approval link
- by some magic, process approved.
If you mean this, then perhaps yes.
- Approval user received email with link (this link is a OTRS process activity dialog (approval screen))
- Approval user click on the link (need to login to OTRS first)
- Approval user click Approved (dynamic field).
* this is by expectation during the current activity, the approval user is the owner/responsible.
Re: process approval
Hi,
use ticket notification tags + postmaster filter to achieve your goal. I did it with approve, deny and more.
Approver receives a mail, responses with pre-defined values and done.
It works fine.
regards
Flo
use ticket notification tags + postmaster filter to achieve your goal. I did it with approve, deny and more.
Approver receives a mail, responses with pre-defined values and done.
It works fine.
regards
Flo
OTRS 8 SILVER (Prod)
OTRS 8 auf Debian 11 (Test)
Znuny 7.x latest version testing auf Debian 11
-- Ich beantworte keine Forums-Fragen PN - No PN please
I won't answer to unfriendly users any more. A greeting and regards are just polite.
OTRS 8 auf Debian 11 (Test)
Znuny 7.x latest version testing auf Debian 11
-- Ich beantworte keine Forums-Fragen PN - No PN please
I won't answer to unfriendly users any more. A greeting and regards are just polite.
Re: process approval
Thank you all for your help! I'll try it,thank you again!
Re: process approval
Your help was very much appreciated!skullz wrote: ↑12 Mar 2021, 16:54 If you means this, then no by default.
- Approval user received email with link
- then click approval link
- by some magic, process approved.
If you mean this, then perhaps yes.
- Approval user received email with link (this link is a OTRS process activity dialog (approval screen))
- Approval user click on the link (need to login to OTRS first)
- Approval user click Approved (dynamic field).
* this is by expectation during the current activity, the approval user is the owner/responsible.
Would you please tell me how this is done. "Approval user received email with link (this link is a OTRS process activity dialog (approval screen))"
Thanks in advance!
Re: process approval
Your help would be greatly appreciated!
I don't know how this is done. "Approval user received email with link (this link is a OTRS process activity dialog (approval screen))"
I try and try, but I'll never get it!
Thanks in advance!
I don't know how this is done. "Approval user received email with link (this link is a OTRS process activity dialog (approval screen))"
I try and try, but I'll never get it!
Thanks in advance!
Re: process approval
Hi,
show your effort and config until now and we can check
Flo
show your effort and config until now and we can check
Flo
OTRS 8 SILVER (Prod)
OTRS 8 auf Debian 11 (Test)
Znuny 7.x latest version testing auf Debian 11
-- Ich beantworte keine Forums-Fragen PN - No PN please
I won't answer to unfriendly users any more. A greeting and regards are just polite.
OTRS 8 auf Debian 11 (Test)
Znuny 7.x latest version testing auf Debian 11
-- Ich beantworte keine Forums-Fragen PN - No PN please
I won't answer to unfriendly users any more. A greeting and regards are just polite.
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- Znuny superhero
- Posts: 624
- Joined: 24 Feb 2012, 03:58
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Re: process approval
Well, for this approval workflow aka Activity, of course you gonna have ActivityDialog.
For every activity dialog, it has their own ID. you can refer the process activity dialog screen url to get their id
In email to approval user, you have to specify which process and activity dialog. (ProcessEntityID, ActivityDialogEntityID)
Code: Select all
APPROVAL DECISION: <OTRS_CONFIG_HttpType>://<OTRS_CONFIG_FQDN>/<OTRS_CONFIG_ScriptAlias>index.pl?Action=AgentTicketProcess;Subaction=DisplayActivityDialog;TicketID=<OTRS_TICKET_TicketID>;ProcessEntityID=XXXXXX;ActivityDialogEntityID=YYYYY
Re: process approval
Thank you very much for your help again!skullz wrote: ↑14 Mar 2021, 10:46Well, for this approval workflow aka Activity, of course you gonna have ActivityDialog.
For every activity dialog, it has their own ID. you can refer the process activity dialog screen url to get their id
In email to approval user, you have to specify which process and activity dialog. (ProcessEntityID, ActivityDialogEntityID)
good luckCode: Select all
APPROVAL DECISION: <OTRS_CONFIG_HttpType>://<OTRS_CONFIG_FQDN>/<OTRS_CONFIG_ScriptAlias>index.pl?Action=AgentTicketProcess;Subaction=DisplayActivityDialog;TicketID=<OTRS_TICKET_TicketID>;ProcessEntityID=XXXXXX;ActivityDialogEntityID=YYYYY
My current question is how do I trigger a Send Mail Notification? I try to via ticket Notification Management-Add Notification-events-,but I don't know which trigger to choose.
Can you teach me something?
I'm much obliged to you for helping us.
Re: process approval
Dearskullz wrote: ↑14 Mar 2021, 10:46Well, for this approval workflow aka Activity, of course you gonna have ActivityDialog.
For every activity dialog, it has their own ID. you can refer the process activity dialog screen url to get their id
In email to approval user, you have to specify which process and activity dialog. (ProcessEntityID, ActivityDialogEntityID)
good luckCode: Select all
APPROVAL DECISION: <OTRS_CONFIG_HttpType>://<OTRS_CONFIG_FQDN>/<OTRS_CONFIG_ScriptAlias>index.pl?Action=AgentTicketProcess;Subaction=DisplayActivityDialog;TicketID=<OTRS_TICKET_TicketID>;ProcessEntityID=XXXXXX;ActivityDialogEntityID=YYYYY
With the yours help, I got some progress.Thank you so much for your assistance.
Now I can receive email notifications.click the link in the email,when the logon screen appears"Insufficient Rights,Message: You need rw permissions!Back to the previous page.Go to dashboard!"
I login directly from the agent' address for approval ,it is normal.
Thank you for giving me some guidance!
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Re: process approval
Process tickets probably shouldn't announce what ProcessID and Activity ID are in it because it could change or be a vector for exploitation.
Most Process tickets should be at the Process/Activity relevant to the current interactor's need for the ticket at the time the interactor is involved.
Process tickets by default are shown to be "Serial" (one after another) in nature. This means as Activity Dialogs progress, the Owner should be updated (if change is needed) during a TicketOwner Transition Action, which means the ticket number will already have the process and activity ID relevant to the the new Owner. This is usually consistent with an approval process. An activity Dialog will accept/deny approval, Transitions/Transition Actions occur, and Activity advances to the the next Activity.
However, if a parallel action is desired, then the TicketCreate Transition Action (with a whole bunch of required fields, including the ActivityID and ProcessID of the new process, and LinkChild) can be created and sent to the relevant Ticket Owner. This "sub" ticket will be handled independently of flow of the Spawning Process Ticket, and the Activity Dialogs will flow appropriately.
Most Process tickets should be at the Process/Activity relevant to the current interactor's need for the ticket at the time the interactor is involved.
Process tickets by default are shown to be "Serial" (one after another) in nature. This means as Activity Dialogs progress, the Owner should be updated (if change is needed) during a TicketOwner Transition Action, which means the ticket number will already have the process and activity ID relevant to the the new Owner. This is usually consistent with an approval process. An activity Dialog will accept/deny approval, Transitions/Transition Actions occur, and Activity advances to the the next Activity.
However, if a parallel action is desired, then the TicketCreate Transition Action (with a whole bunch of required fields, including the ActivityID and ProcessID of the new process, and LinkChild) can be created and sent to the relevant Ticket Owner. This "sub" ticket will be handled independently of flow of the Spawning Process Ticket, and the Activity Dialogs will flow appropriately.
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