After modifying Account Template, the Endpoint In the approval process and View Submitted Tasks is not displayed
Article ID: 244425
Updated On:
Products
Issue/Introduction
After modifying an Account Template and change the Endpoints, adding or removing, this information is not displayed in the View Submitted Task and in the Approval Process (Workflow)
Environment
Identity Manager 14.x
Cause
This problem happens because it is missing the tag <Tab tag="Endpoint" tabdefinition="EndpointRelationship">
Resolution
Below are the steps to add the missing tag
1. From the Identity Manager Management Console, export the "Roles and Tasks Settings"
2. Search for the Admin Task Account Template you are using to modify the Endpoints, in this article we are using the "SDK DYN Compound" endpoint
3. Inside of <Ims Task name="..."> search for the tag "tabdefinition="EndpointRelationship">"
4. Copy this tag, you will need to paste it into the Approve task you have configured in your workflow process
5. Search for the Approve admin task you have configured in your workflow
6. Take a look at the tag and you will not see a tag with "tabdefinition="EndpointRelationship">"
7. Paste the tag from step 4 inside the "<ImsTask name="Approve..."
8. Change the tag from XXXXAccountTemplateEndpoints to tag="Endpoint"
9. In the same tag, change the "ManageMembers" from 1 to 0, this is to avoid the user changing the Endpoints during the approval process
10. Below is the tag after the last modifications
11. Import the XML file using the Identity Manager Management Console
12. Restart Identity Manager as requested.
Note: To avoid importing the whole "<YourEnvName>-RoleDefinitions.xml" file you can copy the Approve task from step 5 into a new file
You must copy the first lines of your RoleDefinitions at the beginning of the file and add the "</ims:ImsTemplate>" to the end of the file
Additional Information
Attached are the XML files from the "Approve SDK DYN Compound Account Template" tasks before and after the changes.
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