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  1. Business Request Events – There are four levels of Business Request Events that can raise notifications:

    • Created – Occurs when a Business Request is created. This can be used to, for example, create a policy that sends an email notification to managers of users creating a Business Request.

    • Open – This is used in Approval Flow Policies with more than one Approval Flow Step to notify progressive approvers that the item is ready for them to review once a previous step has been approved by the person delegated for that step. If the previous step is rejected, then this notification would not be sent out.

    • Approver Set – Raised when someone manually assigns an approver to a step.

    • Commented – Raised when a comment is added to a request.

    • Fulfillment Ready and Fulfillment Completed – These are only available at the item level. They are relative to a specific item. These items have been approved, and now they are ready to be fulfilled. This creates a notification at that level. Once fulfilled, notification events are raised. You added someone to a group in response to a request, for example.

    • Completed – Completed can be used at the step level and the Business Request Level to send notifications that a particular step is completed and when the Business Request itself is completed.

  2. Business Request Participant Type – Individuals related to a specific part of a business request. These are fields in the BusinessRequestParticipantType table.

    • Initiator – Person requesting the resource

    • TargetPerson – Person receiving the resource assignments

    • InitiatorManager – Manager of the request initiator

    • TargetPersonManager – Manager of the person receiving the resource

    • Approver – Person who approves or rejects a step

    • Approver Manager – Manager of the person who approves or rejects a step

    • Potential Approver – Selected people who could approve or reject a step (delegated)

    • Commenter – Person who adds comments to a request

  3. Levels

    • Business Request – Shopping cart submission

    • Business Request Item – Individual items submitted

    • Business Request Approval Step – TheBusiness request is approved or rejected globally. The decision here is final.

    • Business Request Item Approval Step – Each item in the business request can be approved or rejected on a case-by-case basis.

  4. Messages – Email messages delivered by the notification engine to Business Request participants in response to a business request event.

Info

Related Docs Topics:

Notifications and Preferences

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