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extensions:approval_extended [2018/04/09 17:06]
vdumas
extensions:approval_extended [2019/10/08 10:34] (current)
vdumas
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 ====== Approval process automation ====== ====== Approval process automation ======
 ---- dataentry summary ---- ---- dataentry summary ----
-name                : Approval process automation +name             ​: Approval process automation 
-description_wiki ​   : Control your approval process with predefined rules based on service catalog +description_wiki : Control your approval process with predefined rules based on service catalog 
-index_hidden ​       : yes +index_hidden ​    ​: yes 
-version ​            ​: 1.4.1 +version ​         : 1.4.5 
-release_dt ​         2018-01-26 +release_dt ​      ​2019-03-26 
-itop-version-min ​   : 2.4.0 +itop-version-min : 2.4.0 
-dependencies_s ​     ​none +code             combodo-approval-process-automation 
-download_url ​       : http://​www.combodo.com/​itop-extensions/​combodo-approval-process-automation-1.4.1-289.zip +state            : stable 
-code                ​combodo-approval-process-automation +product_hidden ​  : included 
-alternate-name ​     : Approval Extended +download_url ​    ​: http://​www.combodo.com/​itop-extensions/​ 
-alias-code_hidden ​  : approval-extended +alias-code_hidden ​: approval-extended 
-module-lists_hidden : approval-base/​2.5.3, combodo-approval-extended/​1.2.3, combodo-sla-computation/​2.1.8, itop-approval-portal/​1.0.1+alternate-name ​  ​: Approval Extended 
 +module-lists_hidden : approval-base/​2.6.1, combodo-approval-extended/​1.2.6, combodo-sla-computation/​2.2.1, itop-approval-portal/​1.0.
 +diffusion ​       : iTop Hub
 ---- ----
- 
  
 <​note>​For iTop versions older than 2.2.0 use [[approval_extended_1_1|1.1.3]]. \\ <​note>​For iTop versions older than 2.2.0 use [[approval_extended_1_1|1.1.3]]. \\
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 ^ Date ^ Version ^ Description ^ ^ Date ^ Version ^ Description ^
 +|  2019-03-26 ​ |  1.4.5  | * Fix: Approval reminder in edit mode : double pop-up |
 +|  2018-12-13 ​ |  1.4.4  | * Fix spanish translation files encoding \\ * Add missing reconciliation key to the ApprovalScheme class \\ * Add missing reconciliation key to the ExtendedApprovalScheme class \\ * Fix UI glitch on approval form \\ * Improve jQuery compatibility (jQuery 3 since iTop 2.6) |
 +| 2018-06-27 | 1.4.3 | DE translation update |
 +| 2018-06-26 | 1.4.2 | - New translations (ES, BR) and fix CSV import of TriggerOnApprovalRequest. \\ - Fix attachments unavailable in portal when object waiting for approval was not within user's scopes. |
 | 2018-01-26 | 1.4.1 | Bug fix: Extension could not be installed if Enhanced Portal was not selected. | | 2018-01-26 | 1.4.1 | Bug fix: Extension could not be installed if Enhanced Portal was not selected. |
 | 2017-11-14 | 1.4.0 | Requires 2.4.0 or higher: Approval in Enhanced Portal | | 2017-11-14 | 1.4.0 | Requires 2.4.0 or higher: Approval in Enhanced Portal |
 | 2017-11-14 | 1.3.5 | Bug fix: Tooltips not showing for all comments when several answers of the same user (Typically rejected then accepted an user request) | | 2017-11-14 | 1.3.5 | Bug fix: Tooltips not showing for all comments when several answers of the same user (Typically rejected then accepted an user request) |
 | 2017-09-27 | 1.3.4 | fix 2.4 compatibility issue | | 2017-09-27 | 1.3.4 | fix 2.4 compatibility issue |
-| 2017-09-01 | 1.3.3 | - Comments recorded in the log: loosing carriage returns - Fix Check/​Uncheck All on portal summary page - Do not skip level 2 if there is no approver on level 1 - Missing index, slowing down the display of a ticket - dishardcoded menu group "​Helpdesk"​ position - Fix corrupted coverage windows when edited from a browser having a timezone different from the timezone of iTop |+| 2017-09-01 | 1.3.3 | - Comments recorded in the log: loosing carriage returns ​\\ - Fix Check/​Uncheck All on portal summary page \\ - Do not skip level 2 if there is no approver on level 1 \\ - Missing index, slowing down the display of a ticket ​\\ - dishardcoded menu group "​Helpdesk"​ position ​\\ - Fix corrupted coverage windows when edited from a browser having a timezone different from the timezone of iTop |
 | 2016-11-30 | 1.3.2 | Approval Emails configurable by the mean of triggers/​actions with placeholders - Select the step ending condition in each step of the approval rule - Do not ask several times an approval to the same person | | 2016-11-30 | 1.3.2 | Approval Emails configurable by the mean of triggers/​actions with placeholders - Select the step ending condition in each step of the approval rule - Do not ask several times an approval to the same person |
 | 2016-08-09 | 1.2.1 | - XML-based implementation in order to ease some customizations - include a library for the support of approvals in the enhanced customer portal (requires further customizations though) | | 2016-08-09 | 1.2.1 | - XML-based implementation in order to ease some customizations - include a library for the support of approvals in the enhanced customer portal (requires further customizations though) |
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 From the Service Management menu, click on Approval rules: From the Service Management menu, click on Approval rules:
 {{ :​extensions:​combodo-approval-extended-menu.png?​nolink&​200 |}} {{ :​extensions:​combodo-approval-extended-menu.png?​nolink&​200 |}}
 +
  
 The pages show a list of already defined approval rules. Click on the button "​new"​ to create a new one: The pages show a list of already defined approval rules. Click on the button "​new"​ to create a new one:
  
-{{ :​extensions:​combodo-approval-extended-create-noplus.png?​direct&​900 |}}+{{ :​extensions:​approvalruleedit.png?​direct&​900 |}}
  
  
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 Approver with an iTop login can connect anytime and check if they have Requests pending their approval. From the Helpdesk menu, click on Ongoing approvals: Approver with an iTop login can connect anytime and check if they have Requests pending their approval. From the Helpdesk menu, click on Ongoing approvals:
 {{ :​latest:​products:​professional:​approval_menu.png?​nolink |}} {{ :​latest:​products:​professional:​approval_menu.png?​nolink |}}
 +FIXME //move image under extensions//​
  
 The page shows a list of the User Requests having an approval process running, and for which your approval is being requested: The page shows a list of the User Requests having an approval process running, and for which your approval is being requested:
 {{ :​latest:​products:​professional:​approval_monitoring.png?​nolink&​600 |}} {{ :​latest:​products:​professional:​approval_monitoring.png?​nolink&​600 |}}
 +FIXME //move image under extensions//​
  
 Approver without iTop login, can still approve or reject Request, but they must have received the notification for this. Approver without iTop login, can still approve or reject Request, but they must have received the notification for this.
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 From the user request, open the **Other actions** menu and select **Approve or Reject**: From the user request, open the **Other actions** menu and select **Approve or Reject**:
-{{ :latest:​products:​approval_menu_reply.png?​nolink |}}+{{ :extensions:​approval_menu_reply.png?​nolink |}} 
  
 The approval form is displayed: The approval form is displayed:
-{{ :latest:​products:​approval_reply.png?​nolink&​600 |}}+{{ :extensions:​approval_reply.png?​nolink&​600 |}}
  
 After the reply has been given, you are redirected to the user request and a banner reminds you the outcome of your reply. After the reply has been given, you are redirected to the user request and a banner reminds you the outcome of your reply.
-{{ :latest:​products:​approval_back.png?​nolink&​600 |}}+{{ :extensions:​approval_back.png?​nolink&​600 |}}
  
 ===== Bypass the approval process ===== ===== Bypass the approval process =====
  
 If you are an administrator,​ and if the setup allows it, then you have a menu to bypass the process: If you are an administrator,​ and if the setup allows it, then you have a menu to bypass the process:
-{{ :latest:​products:​approval_menu_bypass.png?​nolink |}}+{{ :extensions:​approval_menu_bypass.png?​nolink |}}
  
 The approval form is then a little different than the standard reply form: it reminds you that bypassing the process is a little different. The approval form is then a little different than the standard reply form: it reminds you that bypassing the process is a little different.
  
-{{ :latest:​products:​approval_bypass.png?​nolink&​600 |}}+{{ :extensions:​approval_bypass.png?​nolink&​600 |}}
  
 <​note>​If you are both an approver and allowed to bypass the process, then both menus are allowed. Using one or the other will just change the way the approval process result gets recorded and further displayed in the status tab.</​note>​ <​note>​If you are both an approver and allowed to bypass the process, then both menus are allowed. Using one or the other will just change the way the approval process result gets recorded and further displayed in the status tab.</​note>​
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 As soon as a user request has been through an approval process, the tab **Approval status** shows detailed information about the ongoing or terminated approval. As soon as a user request has been through an approval process, the tab **Approval status** shows detailed information about the ongoing or terminated approval.
  
-{{ :latest:​products:​approval_status_ongoing.png?​nolink |Ongoing approval}}+{{ :extensions:​approval_status_ongoing.png?​nolink |Ongoing approval}}
  
 In the above example, the deadline is displayed in bold: 21st of january at 12:47. In the above example, the deadline is displayed in bold: 21st of january at 12:47.
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 After the reply has been given, the status appears in clear: After the reply has been given, the status appears in clear:
  
-{{ :latest:​products:​approval_status_rejected.png?​nolink |Rejected approval}}+{{ :extensions:​approval_status_rejected.png?​nolink |Rejected approval}}
  
 Move your mouse over the image next to the approver'​s name, and you will get the date of the answer and her comment if any has been given: Move your mouse over the image next to the approver'​s name, and you will get the date of the answer and her comment if any has been given:
  
-{{ :latest:​products:​approval_status_comment.png?​nolink |}}+{{ :extensions:​approval_status_comment.png?​nolink |}}
  
 <​note>​The status will be entirely reset anytime the user request enters the state "​waiting for approval"​.</​note>​ <​note>​The status will be entirely reset anytime the user request enters the state "​waiting for approval"​.</​note>​
extensions/approval_extended.1523286361.txt.gz · Last modified: 2018/12/19 11:40 (external edit)

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