CA Service Management

Expand all | Collapse all

Guide to create an approval policy for a specific offering?

  • 1.  Guide to create an approval policy for a specific offering?

    Posted Dec 13, 2017 03:22 PM

    Hi! Is there a guide or tutorial for creating an approval policy for a specific offering?

     

    My case is that for a specific offering i need a different approval method. I usually use System Approval, and i was thinking on using Policy driven approval and create a policy that creates and approval process just the way i want.

     

    For example: People from an area needs to create requests that can only be approved by the manager of another area.

     

    Thanks!

    Regards



  • 2.  Re: Guide to create an approval policy for a specific offering?

    Broadcom Employee
    Posted Dec 14, 2017 04:16 AM


  • 3.  Re: Guide to create an approval policy for a specific offering?

    Posted Dec 14, 2017 06:13 AM

    Hello Sebastian

     

    If you look at the out of the box policies which are installed with Service Catalog, there is one called "Policy Driven Approval Example" which uses a code in the condition:

     

    $(_.service.code=='PD')

     

    This uses the "code" field from the service offering and if this is set to "PD", it will then assign approval as per the policy definition. You can add codes to your service offerings and then use _.service.code in the policy condition to run different policies depending on the code associated with the service offering.

     

    Steve



  • 4.  Re: Guide to create an approval policy for a specific offering?

    Posted Dec 14, 2017 08:47 AM

    Hi Steven, thank you for your answer. I tried to do that but when i want to attach the policy to a service offering i don't see any of the policies. Is there a configuration to enable it?



  • 5.  Re: Guide to create an approval policy for a specific offering?

    Posted Dec 14, 2017 09:52 AM

    Hello Sebastian

     

    You don't need to associate a policy with the service offering, the policy condition will check for the code defined in the service offering and will be fired if the code in the condition matches the code in the service offering. All you need to do is to add a code to the service offering (in the "Details" tab) and use the same code in the policy condition, along with any other conditions you want to use.

     

    Steve



  • 6.  Re: Guide to create an approval policy for a specific offering?

    Posted Dec 14, 2017 07:14 AM

    and if you look for more complex approval flow, PAM is your place todo..

    /J



  • 7.  Re: Guide to create an approval policy for a specific offering?

    Posted Dec 14, 2017 08:48 AM

    Hi! Thanks, but unfortunately i don't know how to use PAM yet.



  • 8.  Re: Guide to create an approval policy for a specific offering?

    Posted Dec 15, 2017 06:47 AM

    Hello Sebastian

     

    Can you let us know if you have been able to do this, and if so, mark this as answered?

     

    Thanks

    Steve



  • 9.  Re: Guide to create an approval policy for a specific offering?

    Broadcom Employee
    Posted Dec 15, 2017 07:54 AM

    Hi Sebastian,

     

    You want to refer to this communities thread which explains quite a bit on creating a process in Process automation

     

    https://communities.ca.com/docs/DOC-231158394

     

    Hope this helps . My 2 cents.



  • 10.  Re: Guide to create an approval policy for a specific offering?
    Best Answer

    Posted Dec 19, 2017 08:31 AM

    Finally the problem was solved. I'm using the policy driven approval process as an attached policy and in other cases as a global policy. 

     

    The problem was solved cleaning all the cache from the server.

     

    Thank you all for your help!

     

    Regards