How to create Three Stage Approval Process in the Identity Manager

Products

• CA Identity Suite
• CA Identity Manager

Issue/Introduction

How to create a new approval process with Three Stage Approval Process

Environment

Identity Manager 14.x

Resolution

- Open the TwoStageApprovalProcess, add the new node, and "Save As" ThreeStateApprovalProcess

- About the new node you need to edit it and in the "User Data" tab add the following lines:

Note 1: Select Type = TEXT, the default is "Bulk Text"

ACTION_PERFORMED = none
ACTION_REQUIRED = NO
INITIAL_ASSIGNEE_COUNT = 0
PARTICIPANT_DESCRIPTION = imstask.label.threestageapproval.manager.description
PARTICIPANT_ID = managerapprover
PARTICIPANT_NAME = imstask.label.threestageapproval.manager.name

 

Note 2: Change the lines above to the other nodes, "User Data" to match the "threestageapproval" instead of "twostageapproval" 

 

- Add the following lines after the "# TwoStateApprovalProcess" in the "IMSResources.properties" file, located under the folder:
Virtual Appliance:
/opt/CA/wildfly-idm/standalone/deployments/iam_im.ear/custom/resourceBundles

Windows:
X:\wildfly\standalone\deployments\iam_im.ear\custom\resourceBundles\

If you use a different language, you need to add the lines and translate them accordingly in the specific language file.
Like "IMSResources_en.properties" for English, "IMSResources_es.properties" for Spanish or "IMSResources_fr.properties" for French

# ThreeStateApprovalProces
imstask.label.threestageapproval.manager.name=Manager Approver
imstask.label.threestageapproval.manager.description=IdentityMinder sends the first request to the manager approver.  If found, the manager approver can approve or reject the task or event.  If approved, the process proceeds to the business approver.
imstask.label.threestageapproval.businessapprover.name=Business Approver
imstask.label.threestageapproval.businessapprover.description=IdentityMinder sends the second request to the business approver.  If found, the business approver can approve or reject the task or event.  If approved, the process proceeds to the technical approver.
imstask.label.threestageapproval.technicalapprover.name=Technical Approver
imstask.label.threestageapproval.technicalapprover.description=IdentityMinder sends the third request to the technical approver.  If found, the technical approver can approve or reject the task or event.
imstask.label.threestageapproval.defaultapprover.name=Default Approver
imstask.label.threestageapproval.defaultapprover.description=IdentityMinder sends a request to the default approver if the business approver or technical approver is not found.  The default approver can approve or reject the task or event.

- Restart Identity Manager service