Influencing approval process and work items names HOWTO

Last modified 22 Apr 2021 17:31 +02:00

OBSOLETE

This functionality is obsolete. It is no longer supported or maintained.

Since 3.7

This functionality is available since version 3.7.

Sometimes it is necessary to provide users with more specific approval process and work item names than generic ones like "Adding user jack", "Assigning role captain to user jack". Such cases are, for example, when role activation is requested: it is better to tell "Activation of role captain" than "Modification of role captain". Here we show how to do that.

Each constraint can have presentation element. It contains the following:

Item	Meaning	Example
message	Template of a message that describes the situation: to be shown e.g. in "reasons for approval" (on work item and process details), in enforcement exception or on preview changes page.	Role activation was requested.
shortMessage	Template of a short message that is to be used for the name of approval process or work item or during certification campaigns (in the future).	Activation of role <xyz>.
displayOrder	Order (priority) of this message. It is used to sort messages or short messages. Specifically, name of the approval process or work item is chosen as the short message that is the first in the list of short messages - has the lowest displayOrder.
hidden	Constraints marked as hidden are not shown. By default, this is true for "and", "or", "transition" and "situation" constraints. Presentation of hidden constraint is suppresed and presentations of embedded (child) constraints - if any - are pushed to the same level as the parent one.
final	Presentations of embedded (child) constraints are ignored.

Item

Meaning

Example

message

Template of a message that describes the situation: to be shown e.g. in "reasons for approval" (on work item and process details), in enforcement exception or on preview changes page.

Role activation was requested.

shortMessage

Template of a short message that is to be used for the name of approval process or work item or during certification campaigns (in the future).

Activation of role <xyz>.

displayOrder

Order (priority) of this message. It is used to sort messages or short messages. Specifically, name of the approval process or work item is chosen as the short message that is the first in the list of short messages - has the lowest displayOrder.

hidden

Constraints marked as hidden are not shown. By default, this is true for "and", "or", "transition" and "situation" constraints. Presentation of hidden constraint is suppresed and presentations of embedded (child) constraints - if any - are pushed to the same level as the parent one.

final

Presentations of embedded (child) constraints are ignored.

This is an example:

<globalPolicyRule>
   <name>modification-of-risk-level</name>
   <policyConstraints>
      <modification>
         <presentation>
            <shortMessage>
               <fallbackMessage>Setting riskLevel</fallbackMessage> <!-- TODO provide also role name here -->
            </shortMessage>
         </presentation>
         <item>riskLevel</item>
      </modification>
   </policyConstraints>
   <policyActions>
      <approval>
         <processSpecification>
            <deltaFrom>
               <item>riskLevel</item>
            </deltaFrom>
         </processSpecification>
         <approverRef oid="..." type="UserType"/>
      </approval>
   </policyActions>
   <focusSelector>
      <type>RoleType</type>
   </focusSelector>
</globalPolicyRule>

TODO we need to add role name to the message, in order to provide meaningful information in the work item or process list.

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