Dynamic Approvals for Service Catalogs

To create a new Custom Table, perform the following steps:

1. Select Admin > Basic > Infrastructure > Web Services. The WEB SERVICE EXPLORE page is displayed.

2. On the WEB SERVICE EXPLORE page, click CREATE NEW. The WEB SERVICE DESIGNER page is displayed.

3. On the WEB SERVICE DESIGNER page, select Create SQL Table from drop-down list.

4. Specify the SQL Table Name ( Ex: Location_table).
   

   
   Figure: WEB SERVICE DESIGNER page

5. Click  icon in FIELDS section to view FIELD PROPERTIES.

6. Type in Field Name (or Column Name) and select the Data Type value from drop-down list. For information about the fields on the FIELD PROPERTIES section, see Field Description.
   For the above mentioned example, you need to create a Custom Table as shown in the below table:
   
   

   Column Name	Data Type
   Country	varchar
   State	varchar
   City	varchar
   EmailID	varchar
   Approver	int

    Field Description

   Field	Description
   Field Name	Specify the name for the field (or column).
   Data Type	Select the required data type for the field (or column) from the drop-down list. The available data types are: nvarchar - Select the data type as nvarchar to store Variable Characters (letters and numbers) in the field (or column). Note: In size parameter specifies the maximum column length in characters. int - Select the data type as int to store a whole number (not a fraction) in the field (or column). numeric - Select the data type as numeric to store numbers that have fixed precision and scale. decimal - Select the data type as decimal to store numbers that have fixed scale.   bit - Select the data type as bit to store a single bit with a value of 0, 1 or NULL datetime - Select the data type as datatime to store date and time combination in the field (or column). text - Select the data type as text to store text or combinations of text and numbers in the field (or column).
   Auto Identity	Select this check box to define a field (or column) as Auto increment field.
   Primary Key	Select this check box to define a field (or column) as Primary Key. Note: Primary keys must contain unique values and cannot have NULL values.

7. Click ADD NEW FIELD to add fields (or columns) as shown below.
   
   
   Figure: WEB SERVICE DESIGNER: FIELDS (or COLUMNS)
   
   
8. Click GENERATE SQL to generate SQL Query.
   
   
   Figure: GENERATE SQL 
   
   

9. Click SAVE to generate a new SQL /Custom Table successfully.
   
   
   

• Import the data form source system (such as: AD, SAP or HR) via API
• Backend Import: Import a CSV formatted file into your database using SQL Server Management Studio.
• SQL Query or Stored Procedure

1. On the WEB SERVICE EXPLORE page, click CREATE NEW. The WEB SERVICE DESIGNER page is displayed.
2. On the WEB SERVICE DESIGNER page, select Create SQL Procedure from drop-down list.
3. Specify the SQL Stored Procedure Name.
4. Select Edit Query check box.
   
   
   Figure: SQL Query

5. Type in the store to insert new records in a table.

    Sample

   The SQL INSERT INTO Statement is used to add new rows of data to a table in the database.
   
   The SQL INSERT INTO syntax will be as follows:
   
   INSERT INTO TABLE_NAME

   VALUES (value1,value2,value3,...valueN);

   The following statements would create three records in the Custom Table (Location_Table).

   CREATE PROCEDURE [dbo].[Location_table procedure]

   AS

   BEGIN

   insert into Location_table(Country,State,City,EmailID,Approver)
   values(''USA'',''Alaska'',''Fairbanks '',''james@xyz.com'',''206'')

   insert into Location_table(Country,State,City, EmailID,Approver)
   values(''USA'',''California'',''Los Angeles'',''michael@xyz.com'',''207'')

   insert into Location_table(Country,State,City,EmailID,Approver)
   values(''Canada'',''Ontario'',''Toronto'',''david@xyz.com'',''208'')

   END

6. Click SAVE to insert values into table.

Consider that you are going to create a service catalog (Ex: General Request) with three Autofill controls (Label Name as: Country, State, and City) and use Custom Table Custom Data as data source for those Autofill Control.

To create Service Catalogs with Autofill Controls, Perform the steps given below:

1. Select Catalog > User > Create Service Catalog.

2. On the FORM BUILDER page, under the FORM DETAILS tab, Service Catalog Management is selected from the Module list and Catalog Item is selected from Purpose list.

3. Select the required Tenant, Category, and Owner Workgroup from drop-down list.
4. Specify the Catalog Name (Ex: General Request).
   
   
   Figure: FORM BUILDER page: FORM DETAILS tab
   
   

5. Type in the other mandatory details. For information about the fields on the FORM DETAILS tab, see Field Description.
   

   Field	Description
   Module	Select the Module name from the drop-down list.
   Purpose	Select the Purpose from the drop-down list. Catalog Item Information Item (For more information see: Creating Information Service Catalog)
   Tenant	Select the Tenant name from the drop-down list.
   Category	Select a Category from the list.
   Owner Workgroup	Select the owner of the Workgroup from the drop-down list.
   Catalog Name	Type in the name for the Service Catalog item (Ex: General Request).
   Tile Color	Select a color for the Tile.
   Catalog Type	Select the Service Catalog type from the list.
   Description	Type in the description of the Service Catalog item.
   Keywords	Specify the keywords or set of keywords for the Service Catalog. Using the specified keywords, the respective Service Catalogs can be searched while raising an SR on the NEW SERVICE REQUEST page.
   Global Catalog Item	If this check box is selected, the Service Catalog item is available to all the Tenants. Note: Global Catalog Items can be created under a Global Category.
   Enable Bulk SR Creation	If this check box is selected, SR creation using Excel upload becomes enabled on the NEW SERVICE REQUEST page.
   Link to Other Category	If this check box is selected, User can select an additional categories under which the catalog item needs to be displayed.

6. Click NEXT. The FROM BUILDER tab displayed.
   
   
   Figure: FORM BUILDER page: FORM BUILDER tab
   
   

7. On the FORM BUILDER tab drag and drop three Autofill control under Default Group.

8. Type in the Label for the controls as Country, State, and City.

9. Select the data source as Custom Table for all three controls from Options drop-down list.

10. Select the data source table (Ex: Location_table) from Type drop-down list.

11. Select the data source for each control from Dynamic Column drop-down list (Ex: For Country as Country, State as State, and City as City)

12. Configure Country as Parent for State control and configure State as Parent for City control.
    

     Screenshot

    
    
    

    
    

13. Click NEXT. Under the PREVIEW tab you can view the Service Catalog attributes that you added. 
    
    
    Figure: FORM BUILDER page: PREVIEW tab
    
    

14. Click NEXT. Under the ADDITIONAL INFO tab, you can configure the other additional information, such as levels of approvals, Service Catalog images, dependency diagrams, business agreement SLA and OLA information, and so on.

15. Click SAVE. A pop-up message is displayed. Click OK to create a WORKFLOW for the Service Catalog. The WORKFLOW page is displayed.
    
    
    
    Note: Alternatively you can follow below steps to configure approval workflow for service catalog.

16. 
    

To Configure Dynamic Approvers in Service Catalog Approval Workflow, perform the steps given below:

1. Click Admin > Basic > Infrastructure >Workflow. The FILTERS pop-up is displayed.
   

   

   Figure: FILTERS pop-up

2. On the FILTERS pop-up, select Module as Service Catalog Management and select the required Tenant (Ex: IT Information Technology) from the drop-down list.

3. Click SUBMIT. The WORKFLOW page is displayed.

4. Under the Catalogs tab, select a Catalog (Ex: General Request).

5. Click Activity tab to view Approval, Notification and Condition.

6. Drag and drop the Approval component from the Activity tab to the working space.

   

   Figure: WORKFLOW page: Activity tab 

7. Double-click on the Approval block or right-click and click Properties. The PROPERTIES pop-up is displayed. For more information about the fields on the PROPERTIES pop-up, see Field Description.
   
   
   Figure: PROPERTIES pop-up
   
   Field Description

   Field	Description
   Title	Specify the title for the Approver. Note: The same name is displayed as the Group name if only one Approver is added to the Group.
   Approver	Select the Approver as Custom Table Approver.
   Field Name	Select the required autofill control field name from the drop-down list. Note: The Field Name drop-down list displays the field name of autofill control(s) mapped to Custom Table on the FORM BUILDER tab of Service Catalog Management FORM BUILDER page.
   Approver Column	Select the required custom table approver column/field from the drop-down list. Note: The Approver Column drop-down list displays the custom table column(s) whose Data Type is integer.
   Auto Approval	Select the check box to configure the Auto Approval or Rejection of the Service Request created using the catalog. Approve: Select the option and enter the time in the Approve/Reject Duration field to automatically approve the Service Request if the configured time exceeds. Reject: Select the option and enter the time in the Approve/Reject Duration field to automatically reject the Service Request if the configured time exceeds.
   E-mail Notifications for End User	If selected, the End Users can send Notifications to the Approvers for the SRs.
   Refer Back to Requestor	If selected, the Approver has the option to refer back the Service Request to the Requestor.
   Refer Back to Previous Approvers	If selected, the Approver has the option to refer back the Service Request to the previous Approver.
   Custom Group	Select the required option in the drop-down list.  The custom groups configured in the FORM BUILDER while creating the Service Catalog is displayed in the drop-down list. If the group is selected, the Approver must fill the fields configured in the group while approving the Service request.

8. Fill in all the mandatory fields and click SAVE to save the modifications without closing the pop-up window.

9. Click SAVE AND CLOSE to save the modifications and close the pop-up window.

10. Connect each component to define the Workflow.
    
    
    
    

11. Click SUBMIT to save the Workflow successfully.

To log Service Requests from Dashboard and Request module:

1. On the USER DASHBOARD page (Dashboard menu), click NEW REQUEST under SERVICE REQUEST section. Alternatively, select Request > User > New Service Request.

2. The NEW SERVICE REQUEST page is displayed.

3. Select the Tenant for which you want to log the SR. Select the Category, and the Catalog/Package for the new SR under the DETAILS section.
   
   
   Figure: New Service Request page

4. Based on the Service Catalog/Package you select, the related fields are displayed. Type in the required details.
   
   
   Figure: New Service Request: Request tab

5. Click Next.

6. On the Approval tab, you can view the Approval levels and the Approver details.
   
   
   Figure: New Service Request: Approvals tab
   
   

7. Click Approver link to view the approver details.
   
   
   Figure: DYNAMIC APPROVAL pop-up

8. Click SUBMIT. A confirmation message is displayed with the newly created Service Request ID and USER DASHBOARD, MY SERVICE REQUESTS and NEW SERVICE REQUEST buttons. Based on the selection of a particular button, the end user is re-directed to the respective page.
   

   Note:

   • If the Custom Table Approver or Dynamic Approver is not available for a selected combination, the Set Approver link is displayed to select an Approver under the Approvals tab of the NEW SERVICE REQUEST page. 

   • Click Set Approver link to view the Set Approver pop-up. 

   • Search and Select the users using Type in search box.

   
   Figure: New Service Request: Set Approver