轻量级流程审批

名称:轻量级流程审批

描述:通过简单的发送邮件批准请求

版本:2.0.1

发布:2020-03-18

itop-version-min:2.4.0

代码:combodo-approval-process-light

状态:稳定

扩散:iTop集线器

该组件的其他版本:1.3.5 

该模块提供了能力来处理针对用户请求的简单批准流程。它通过发送邮件通知选定的批准者,以批准或拒绝用户请求。该批准人不需要iTop中的用户即可批准请求。

该模块仅支持一个批准级别,并且支持人员必须手动选择批准者

特征

  • 每个工单具有一个批准人的简单批准机制
  • 批准者可以一键批准或拒绝请求(无需iTop账号)
  • 门户中提供了等待批准和批量批准的工单。
  • 被动或主动批准
  • 可配置的超时延迟
  • 每个工单上的批准状况的图形视图

修订记录

日期版本描述
2020-03-182.0.1修复尝试打开对象表单时找不到TWIG模板的问题
2020-03-122.0.0*添加与iTop 2.7+的兼容性
*更新DE翻译
* 从和reply_to可以在操作电子邮件批准请求对象中指定(仅在
approval_base模块设置)
2019-03-261.4.5修复:批准在编辑模式下的提醒:双重弹出
2018-12-131.4.4-将缺少的对帐键添加到ApprovalScheme类
-修复批准表单上的UI故障
-更新西班牙语翻译(感谢Miguel Turrubiates!)
-改进jQuery兼容性(自iTop 2.6起的jQuery 3)
2018-06-271.4.3DE翻译更新
2018-06-261.4.2-新的翻译(ES,BR)并修复了TriggerOnApprovalRequest的CSV导入。
-修复了等待批准的对象不在用户范围内时门户中不可用的附件。
2018-01-261.4.1错误修复:如果未选择增强门户,则无法安装扩展。
2017-11-141.4.0需要iTop 2.4.0:将批准管理包含到增强门户中
2017-11-141.3.5修复批准工具提示在2个周期之间混合在一起的问题
2017-09-271.3.4与iTop 2.4门户的兼容性修复
2017-09-011.3.3-日志中记录的评论:承运人退货丢失
-在门户总结页面上全部选中CheckkUncheck-缺少索引,从而降低了工单的显示速度
2016-11-301.3.2-通过triggerssactions配置的电子邮件
-EmaillForm模板以使用html占位符(正确转义的HTML实体)
-不能通过XML增量移动菜单组“帮助台”
2016-08-091.2.1-基于XML的实施,以简化一些自定义
-包括一个用于支持增强客户门户中的批准的库(尽管需要进一步的自定义)
2016-07-111.2.0现在需要iTop 2.2.0!
-错误修复:尝试批准时,“门户用户”被重定向到客户门户
-日期和时间格式正确(如果iTop版本> = 2.3.0)
2015-09-291.1.3现在必须选择批准者。如果是先前的版本,离开批准者未定义,将导致工单处于“等待批准”状态,而无处可逃!
2014-12-181.1.2手动发送提醒;支持同一工单上的多个执行(可追溯到此版本之前记录的数据);即使注释为空,记录也会写入日志(绕过流程时已经完成);如果批准人已经给出了答案,则必须隐藏批准拒绝菜单;如果用户绕过流程,并且其账号定义了联系人,则用户的标识符(显示在新日志条目的标题中)必须为联系人友好名称(而不是用户用户);将误导性消息“联系人现在已完成”更改为“现在已完成,结果已拒绝”;防止CRON每分钟创建一个CMDBChange流程;固定法语词典中的错别字
2014-04-241.0.3当发送邮件地址错误或丢失时,更好的错误报告。特别是在刚安装模块时,如果配置条目sender_email留空,则当发送邮件传输是SMTP时,这会产生可怕的错误消息。
2014-03-071.0.2集成的德语翻译(感谢ITOMIG GmbH)
2014-02-271.0.1第一个发布

安装

  • 使用标准安装流程 对于此扩展。
  • 在交互式向导的末尾,检查扩展列表中的轻量级流程审批。

配置

安装此模块后,请配置适当的email_sender并配置触发动作以确保“批准电子邮件”传递。

以下设置可用于配置模块:

模组参数类型描述默认价值
批准基础email_sender发件人发送邮件地址,如批准发送邮件中所示。如果保留为空白,则发送发送邮件可能会失败。 
批准基础email_reply_to批准发送邮件的默认“答复”发送邮件地址。(可选)默认为发送邮件_sender
批准基础comment_attcode属性,将在其中报告用户注释。可以是案例日志或文本。评论全部汇总。注意:评论也可以视为工具提示。(可选的)
批准基础list_last_first布尔值如果发生多次执行,将驱动执行的显示顺序(垂直)。
批准基础enable_reminder布尔值启用特性“发送提醒”。真正
批准灯approval_timeout_delay整型延迟几天后才能得到答案。使用0禁用超时(=无限持续时间来批准或拒绝该请求)。请注意,第一个否定答案将请求标记为已拒绝,而无需等待其他答案。5
批准灯approve_on_timeout布尔值对于被动批准方案,设置为true;对于主动批准方案,设置为false。
批准灯approver_selectOQL以显示可能的批准者(必须定义一组从类联系人派生的对象)。使用:this-> attcode基于用户请求的属性添加条件。SELECT Person AS p WHERE id = :this->org_id
批准灯bypass_profiles简档(角色)的CSV列表。具有任何给定的简档(角色)都足以允许绕过简档(角色)流程。设置为空字符串可将批准拒绝给任何人。管理员,服务经理

下列标准设置 设置批准特性时可能会感兴趣:

  • email_asynchronous
  • email_transport

通知(触发)

发送邮件通知基于触发动作,并且可以使用HTML格式和占位符来定制发送邮件的内容。

安装时会创建一个默认的触发器

https://www.itophub.io/wiki/media?w=400&tok=bb849c&media=extensions%3Aapprovaltrigger.png

以及3个默认的操作活动,主体分别为英语,法语和德语。

https://www.itophub.io/wiki/media?w=400&tok=84e14a&media=extensions%3Aapprovalnotif.png

您当然可以编辑此消息以使其成为您的消息,以下是英文默认版本,例如可能的占位符:

尊敬的$ approver→html(friendlyname)$,
请花一些时间批准或拒绝工单$ this→html(ref)$

提交人:$ this→html(caller_id_friendlyname)$
题:$ this→html(title)$
务:$ this→html(service_name)$
务子目录:$ this→html(servicesubcategory_name)$

描述:
$this→html(description)$

附加信息:

$this→html(service_details)$

$approval_link$

https://www.itophub.io/wiki/media?w=400&tok=17f54b&media=extensions%3Aapprovaldefaultnotif.png

必须在要使用的语言的触发器和功能之间创建链接。

https://www.itophub.io/wiki/media?w=400&tok=509268&media=extensions%3Aapprovaltriggeredit3.png

您可以创建自己的触发器和功能
如果需要在提交人的组织,服务,服务族或工单上可用的任何数据上发送不同的通知依赖,则可以通过使用触发器上的过滤器创建多个触发对来完成。

用法

电影学

在状态为New的所有用户请求中都可以使用特定的功能Waiting批准。

当用户选择此功能时,将提示她选择批准者联系人。

然后,用户请求进入等待批准状态,并将通知发送给批准者。批准者可以通过单击发送邮件中提供的链接来批准或拒绝请求(对于此功能,iTop登录名不是必需的)。或者,她可以在iTop内批准或拒绝。

如果5天内没有答案(可配置),则默认答案为“已拒绝”(可配置)。

然后,用户请求将继续通过批准状况上的生命周期,依赖:拒绝或批准。

我正在进行的批准

从帮助台菜单中,单击“正在进行的批准”:

https://www.itophub.io/wiki/media?media=extensions%3Aapproval-menu.png

该页面显示了正在运行批准流程且正在为其请求批准的用户请求的列表:

https://www.itophub.io/wiki/media?w=600&tok=9c9fd7&media=extensions%3Aapproval-monitoring.png

批准或拒绝

从用户请求中,打开Other操作活动菜单,然后选择批准或拒绝:

https://www.itophub.io/wiki/media?media=extensions%3Aapproval_menu_reply.png

显示批准表单:

https://www.itophub.io/wiki/media?w=600&tok=205bb9&media=extensions%3Aapproval_reply.png

给出答复后,您将被重定向到用户请求,并且标语会提醒您成果您的答复。

https://www.itophub.io/wiki/media?w=600&tok=f3f290&media=extensions%3Aapproval_back.png

绕过批准流程

如果您是管理员,并且在安装程序允许的情况下,则可以使用菜单绕过流程:

https://www.itophub.io/wiki/media?media=extensions%3Aapproval_menu_bypass.png

批准表单与标准答复表单有所不同:它提醒您绕过表单有所不同。

https://www.itophub.io/wiki/media?w=600&tok=38e99d&media=extensions%3Aapproval_bypass.png

如果您既是批准者又被允许绕过流程,则两个菜单都被允许。使用其中一个将仅记录变更,就像记录批准流程结果并将其进一步显示在流程选项卡中一样。

状况

一旦通过批准流程发送了用户请求,选项卡批准状况就会显示有关正在进行或终止的批准的详细信息。

Ongoing approval

在上面的示例中,时限以粗体显示:1月21日12:47。

单击“发送提醒”按钮,将新消息发送给批准人(需要确认)。可以通过将参数enable_reminder设置为false来禁用此特性。

给出答复后,状况清晰显示:

Rejected approval

将鼠标移到批准者名字旁边的图像上,您将得到答案的日期和她的评论(如果有):

https://www.itophub.io/wiki/media?media=extensions%3Aapproval_status_comment.png

每当用户请求进入“等待批准”状态时,状况将被完全重置。

门户网站中的批准

增强门户中会出现一个新菜单,允许批准者检索所有等待她的批准的用户请求,并一个接一个或以批量模式接受或拒绝它们。

https://www.itophub.io/wiki/media?w=600&tok=10bb58&media=extensions%3Aapprovalportal.png

如果拒绝,则需要注释,因此只要注释为空,按钮就被禁用。两种情况都需要确认。

https://www.itophub.io/wiki/media?w=600&tok=ec0a4c&media=extensions%3Aapprovalportalconfirmation.png

单击指向用户请求的链接时,将显示工单的详细信息,并在其底部显示一个额外的注释字段和两个按钮以接受或拒绝它:

https://www.itophub.io/wiki/media?w=600&tok=e71d4c&media=extensions%3Aapprovalportalonerequest.png

原贴链接:https://www.itophub.io/wiki/page?id=extensions%3Aapproval_light


Approval process light

name:
Approval process light
description:
Approve a request via a simple email
version:
2.0.1
release:
2020-03-18
itop-version-min:
2.4.0
code:
combodo-approval-process-light
state:
stable
diffusion:
iTop Hub

Other versions of this component: 1.3.5

This module provides the capability to handle a simple approval process for a user request. It notifies a selected approver by email in order to approve or reject a user request. This approver do not need a login in iTop to approve the request.

Only one level of approbation is supported by this module, and the approver has to be selected manually by a support agent

Features

  • Simple approval mechanism with one approver per ticket

  • Approvers can approve or reject a request in one click (no need to have an iTop account)

  • Tickets waiting for Approval and bulk approval available in Portal.

  • Passive or active approval

  • Configurable timeout delay

  • Graphical view of the approval status on each ticket

Revision history

DateVersionDescription
2020-03-182.0.1Fix TWIG template not found when trying to open object form
2020-03-122.0.0* Add compatibility with iTop 2.7+
* Update DE translations
* from and reply_to can be specified in ActionEmailApprovalRequest objects (were only available in
approval_base module settings)
2019-03-261.4.5Fix: Approval reminder in edit mode : double pop-up
2018-12-131.4.4- Add missing reconciliation key to the ApprovalScheme class
- Fix UI glitch on approval form
- Update spanish translations (Thanks to Miguel Turrubiates!)
- Improve jQuery compatibility (jQuery 3 since iTop 2.6)
2018-06-271.4.3DE translation update
2018-06-261.4.2- 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.
2018-01-261.4.1Bug fix: Extension could not be installed if Enhanced Portal was not selected.
2017-11-141.4.0Requires iTop 2.4.0: Include Approval management into Enhanced Portal
2017-11-141.3.5Fix approval tooltips mixed-up between 2 cycles
2017-09-271.3.4Compatibility fix with iTop 2.4 portal
2017-09-011.3.3- Comments recorded in the log: losing carrier returns
- Check/Uncheck All on portal summary page - Missing index, slowing down the display of a ticket
2016-11-301.3.2- Emails configured by the mean of triggers/actions
- Email/Form templates to use the html placeholders (correctly escaped HTML entities)
- The menu group “Helpdesk” cannot be moved by the mean of an XML delta
2016-08-091.2.1- 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)
2016-07-111.2.0Now requires iTop 2.2.0!
- Bug fix: “Portal users” redirected to the customer portal when trying to approve
- Date and time correctly formatted (if iTop version >= 2.3.0)
2015-09-291.1.3It is now mandatory to select an approver. It the previous version, leaving the approver undefined would cause the ticket to be in the state “waiting for approval” with no way to get out of there!
2014-12-181.1.2Manually send a reminder ; Support of several executions on the same ticket (works retroactively with data recorded prior to this version) ; Record something into the log even if the comment is left empty (was already done when bypassing the process) ; If an approver already gave her answer the approve/reject menus must be hidden; If a user bypasses the process, and if her account has a contact defined, then the identifier of the user (shown in the header of the new log entry) must be the contact friendly name (not the user login) ; Changed the misleading message “is now complete with failure” into “is now complete with result REJECTED” ; Prevent the CRON from creating one CMDBChange record per minute ; Fixed typos in the french dictionary
2014-04-241.0.3Better error reporting when an email address is wrong or missing. In particular when the module has just been installed, if the configuration entry sender_email was left empty this used to produce a scary error message when the email transport was SMTP
2014-03-071.0.2Integration of the German translation (thanks to ITOMIG GmbH)
2014-02-271.0.1First release

Installation

  • Use the Standard installation process for this extension.

  • Check Approval process light in the list of extensions at the end of the interactive wizard.

Configuration

After installing this module, configure a proper email_sender and configure trigger/action to ensure “Approval eMails” delivery.

The following settings are available to configure the module:

ModuleParameterTypeDescriptionDefault Value
approval-baseemail_senderstringSender eMail address, as seen in the approval email. If left blank, sending the email will likely fail. 
approval-baseemail_reply_tostringDefault “reply to” eMail address for the approval email.(optional) defaults to email_sender
approval-basecomment_attcodestringAttribute into which the user comments will be reported. Can be a case log or text. The comments are all aggregated. Note: the comment can also be viewed as a tooltip.(optional)
approval-baselist_last_firstbooleanIn case several execution occur, drives the order in which the executions are displayed (vertically).false
approval-baseenable_reminderbooleanEnable the feature “send a reminder”.true
approval-lightapproval_timeout_delayintDelay to get the answers given in days. Use 0 to disable the timeout (= infinite duration to approve or reject the request). Note the first negative answer marks the request as rejected without waiting for the further answers.5
approval-lightapprove_on_timeoutbooleanSet to true for a passive approval scheme, false for an active approval scheme.false
approval-lightapprover_selectstringOQL to display the possible approvers (must define a set of objects derived from the class Contact). Use :this->attcode to add conditions based on the user request's properties.SELECT Person AS p WHERE id = :this->org_id
approval-lightbypass_profilesstringCSV list of profiles. Having any of the given profiles is sufficient to be allowed to bypass approval processes. Set to an empty string to deny the feature to anybody.Administrator, Service Manager

The following standard settings might be of interest when setting up the approval feature:

  • email_asynchronous

  • email_transport

Notification (trigger/action)

Email notification is based on Trigger/Action and email content can be tailored to your need with HTML format and placeholders.

A default trigger is created at installationhttps://www.itophub.io/wiki/media?w=400&tok=bb849c&media=extensions%3Aapprovaltrigger.pngas well as 3 default actions with body in English, French and German.https://www.itophub.io/wiki/media?w=400&tok=84e14a&media=extensions%3Aapprovalnotif.png

You can of course edit this message to make it yours, here is the english default version for example of possible placeholders:

Dear $approver→html(friendlyname)$,
Please take some time to approve or reject ticket $this→html(ref)$

Caller: $this→html(caller_id_friendlyname)$
Title: $this→html(title)$
Service: $this→html(service_name)$
Service subcategory: $this→html(servicesubcategory_name)$

Description:
$this→html(description)$

Additional information:
$this→html(service_details)$

$approval_link$

https://www.itophub.io/wiki/media?w=400&tok=17f54b&media=extensions%3Aapprovaldefaultnotif.pngYou must create the linkage between trigger and action of the language you want to use.https://www.itophub.io/wiki/media?w=400&tok=509268&media=extensions%3Aapprovaltriggeredit3.png

You can create your own trigger and action
If you need to send different notification depending on the organization of the caller, the service, the service family, or any data available on the Ticket, this can be done by creating multiple trigger/action couples, using a filter on the Trigger.

Usage

Cinematics

A specific action Wait for approval is available on all User Requests in state New.

When the user selects this action, she will be prompted to select the Approver contact.

Then the User Request enters the state Waiting for approval and a notification is sent to the Approver. The Approver can approve or reject the request by clicking on the link provided in the email (an iTop login is not mandatory for this action). Alternatively, she can approve or reject from within iTop.

If there is no answer within 5 days (configurable), the answer defaults to Rejected (configurable).

The User Request will then continue its way through its lifecycle, depending on the approval status: Rejected or Approved.

My ongoing approvals

From the Helpdesk menu, click on Ongoing approvals:

https://www.itophub.io/wiki/media?media=extensions%3Aapproval-menu.png

The page shows a list of the User Requests having an approval process running, and for which your approval is being requested:

https://www.itophub.io/wiki/media?w=600&tok=9c9fd7&media=extensions%3Aapproval-monitoring.png

Approve or reject

From the user request, open the Other actions menu and select Approve or Reject:https://www.itophub.io/wiki/media?media=extensions%3Aapproval_menu_reply.png

The approval form is displayed:https://www.itophub.io/wiki/media?w=600&tok=205bb9&media=extensions%3Aapproval_reply.png

After the reply has been given, you are redirected to the user request and a banner reminds you the outcome of your reply.https://www.itophub.io/wiki/media?w=600&tok=f3f290&media=extensions%3Aapproval_back.png

Bypass the approval process

If you are an administrator, and if the setup allows it, then you have a menu to bypass the process:https://www.itophub.io/wiki/media?media=extensions%3Aapproval_menu_bypass.png

The approval form is then a little different than the standard reply form: it reminds you that bypassing the process is a little different.

https://www.itophub.io/wiki/media?w=600&tok=38e99d&media=extensions%3Aapproval_bypass.png

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.

Status

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.

Ongoing approval

In the above example, the deadline is displayed in bold: 21st of january at 12:47.

Click on the button “send a reminder” to send a new message to the approver (confirmation required). This feature can be disabled by setting the parameter enable_reminder to false.

After the reply has been given, the status appears in clear:

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:

https://www.itophub.io/wiki/media?media=extensions%3Aapproval_status_comment.png

The status will be entirely reset anytime the user request enters the state “waiting for approval”.

Approval in portals

A new menu appears in the Enhanced Portal, which allow an approver to retrieve all User Requests waiting for her approval, and one by one or in bulk mode, accept or reject them.https://www.itophub.io/wiki/media?w=600&tok=10bb58&media=extensions%3Aapprovalportal.png

A comment is required in case of rejection, so the button is disabled as long as the comment is empty. A confirmation is required in both cases.https://www.itophub.io/wiki/media?w=600&tok=ec0a4c&media=extensions%3Aapprovalportalconfirmation.png

When clicking on the link to a User Request, the ticket's details are displayed with an extra comment field and two buttons at the bottom of the details to accept or reject it:https://www.itophub.io/wiki/media?w=600&tok=e71d4c&media=extensions%3Aapprovalportalonerequest.png

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由 superadmin 在 2020/08/25, 16:40 创建
    

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