Only send Self-Service requests for approval

Question

Hello

Is it possible to only have requests from the Self-Service webpage to be sent for approval? I cans see how you could use a business rule to have all requests to go for approval but we would only need this for Self-Service requests.

An example we have is a user wished to add themself to a DL and starting the request from the Self-Service page which would go on for approval. If the request came in to IT who would use the Help Desk page we would not need the request to go for approval.

Thank you

Answer 1

Hello,

Currently, it is not possible to identify which Web interface was used to initiate an operation. In order to implement what you want, you'll need to set up different Business Rules for different operations. For example, in the following tutorial you will find information on how to create a Business Rule that will send self-service password resets for approval: Request Approval for Self-Password Reset.

If you want to create an approval when users try to add themselves to a distribution list, you'll need a different Business Rule. This rule will create an approval if the member who is added to a group is the same as initiator. To create such a Business Rule:

1. Create a new Business Rule.
2. On the ​2nd​ step of the Create Business Rule wizard, select Group and Before Adding a member to a group.
   
3. On the ​3rd​ step, add the ​Send this operation for approval​ action and specify the approvers.
   
4. Click ​OK​.
5. Now, you need to add a condition for the Business Rule to be triggered only in cases when users add themselves to groups. Double-click ​Always​.
6. Select the ​If the initiator is <User>​ condition type.
7. Click ​Select User​.
   
8. Switch to the ​Template tab.
9. Type the following template: %member%. When the Business Rule will be triggered, this template will be replaced with the Distinguished Name (DN) of the user who is added to a group.
   
10. Click ​OK​ 2 times.
11. Finish creation of the Business Rule.

If necessary, you can add more conditions to your Business Rule. For example, you can send an operation for approval only if a user is or is not a member of a certain AD group. For information on how to add such a condition, see step 6 of the above tutorial.