Oracle Identity Manager request service interacts with SOA Server to handle various aspects of human interaction in Oracle Identity Manager workflows. This request service is used to assign tasks to roles and users. You can perform various operations upon tasks assigned to you. For example, you can approve, reject, or claim a task, or request for more information. The process flow in corresponding Oracle Identity Manager workflow is dependent on the outcome of given tasks.
See Also:
"Developing Workflows" in Oracle Fusion Middleware Developing and Customizing Applications for Oracle Identity Manager for information about approval workflowsWhen a request is submitted, the request service initiates the approval as a task in Oracle SOA Server. This task is assigned to the approver. Further processing of this request by request service remains pending, which is subject to the outcome of the corresponding task. The approver can access either the Inbox section or the Pending Approvals page of the Identity Self Service that lists all the tasks assigned to the approver. The approver can now act upon this task and set its outcome, for example, approve or reject. After the task outcome has been set, the request service resumes the processing of the request that is based on the task outcome.
On successful submission of requests, the request service creates Human Tasks in SOA and assigns them to users or roles in Oracle Identity Manager. Authenticated users can view the tasks waiting for action in the Inbox or in the Pending Approvals page.
Note:
This document describes the task actions from the Pending Approvals page. You can perform the same tasks by using the Inbox.This section describes some of the task actions:
Note:
The features related to performing task actions in the Inbox section are provided by Oracle SOA. For detailed information about the task actions, see Oracle Fusion Middleware Developer's Guide for Oracle SOA Suite.To view for approval details:
Log in to Identity Self Service.
Click Self Service. Self service Home page is displayed.
Click the Pending Approvals box. The Pending Approvals page is displayed.
The Pending Approvals page displays the details of your tasks in columns described in Table 8-1:
Click the task you would like to view details for.
The task details page displays a detailed view of the request in the Details section, Summary Information section, the Request Details tab, the Approvals tab, and the Cart Items section. It allows complete management of the listed task.
In the Cart Items section, the approver can provide data, without which (if the field is marked as mandatory) the approver will not be allowed to approve a request. For example, when an approver opens a task related to self-registration request, the organization field is marked as mandatory, but no value is specified for this field by the requester. Therefore, the approver must specify a value for this mandatory field.
In addition, the following tabs display details associated to the request:
Request Details: This tab displays the target users or beneficiary information, and related requests, if any.
Approvals: This tab displays the complete approval flow with all approvers. You can select the Future participants option to display the next level approvers. You can select the Full task actions option to display all the approvals for the task.
After you view the task details, you can add comments and attachments prior to performing any operation on the task such as approving, rejecting, or reassigning the request. An attachment can either be a hyperlink or an actual file. It is recommended that the size of the file attachment that you upload be less than 2 MB. If you want to upload file attachments of size greater than 2 MB, then you must change the ADF configuration and increase the size limit. For more details, see Oracle Fusion Middleware Fusion Developer's Guide for Oracle Application Development Framework.
To add comments and attachments:
Log in to Identity Self Service.
Click Self Service. Self service Home page is displayed.
Click Pending Approvals box. The Pending Approvals page is displayed.
Click the task for which you want to add comments or attachments. The details of the task are displayed in a new tab.
To add a comment:
Click the Approvals tab.
In the Comments section, click the Create icon. The Create Comment dialog box is displayed.
In the Comment field, enter the comments related to the task, and then click OK.
Select Task Actions, Save to save the comment.
To add an attachment:
Expand the Attachments section if it not already expanded.
In the Attachments section, click the Add icon. The Add Attachment dialog box is displayed.
Select one of the following options as the attachment type:
URL: Specify the URL to an attachment.
Desktop File: Allows you to select and upload a file from the desktop.
Click OK.
Select Task Actions, Save to save the comment.
To approve a task that is assigned to you:
Log in to Identity Self Service.
Click Self Service. Self service Home page is displayed.
Click Pending Approvals box. The Pending Approvals page is displayed.
Select the task that you want to approve.
Click the task to view its details in a new tab, and then click Approve.
The task is approved and is no longer displayed in the tasks table.
Note:
A self-registration request is assigned to the System Administrator role by default. Before you can approve a self-registration request, as a member of the System Administrator role, you must claim a self-registration task, provide the organization name, and update the request before approval.To reject a request that is assigned to you:
Log in to Identity Self Service.
Click Self Service. Self service Home page is displayed.
Click Pending Approvals box. The Pending Approvals page is displayed.
Select the task that you want to reject.
Click the task to view its details in a new tab and provide any comments. Then, click Reject. The task is rejected and is no longer displayed in the tasks table of the Approval Details page.
To reassign a request that is assigned to you:
Log in to Identity Self Service.
Click Self Service. Self service Home page is displayed.
Click Pending Approvals box. The Pending Approvals page is displayed.
Select the task that you want to reassign.
Click the task to view its details in a new tab. Then, from the Task Actions menu, select Reassign.
The Reassign Task dialog box is displayed.
Select any one of the following options:
Reassign (transfer task to another user or group): To reassign the task to another user, group, or application role. On selecting this option, you can search and select users, groups, or application roles for reassigning.
Delegate (allow specified user to act on my behalf): To delegate the task to a user that you can search and select. The delegated user will take actions on the task on your behalf. The privileges of the delegatee are based on the delegator's privileges.
Search for user or groups to which you want to reassign the task, and select the users or group. Otherwise, click Select All to select all searched users or groups.
Click OK. The task is assigned.
To suspend a task:
In the Approval Details page, search and select the request that you want to suspend.
Click the task to view its details in a new tab. Then, from the Task Actions menu, select Suspend.
A message is displayed stating that your request has been processed successfully.
To withdraw a task:
In the Approval Details page, search for the request that you want to withdraw.
Click the task to view its details in a new tab. Then, from the Task Actions menu, select Withdraw.
A message is displayed stating that your request has been processed successfully.
In the Pending Approvals page, the Skip Current Assignment option in the Actions menu or Task Actions menu is displayed only to users with the System Administrators role. This option is not displayed for end users.
Skipping the current assignment is not a valid action for an approver. If an approver chooses this action, then the corresponding request fails. Therefore, this option can be hidden for system administrators also. See "Hiding the Skip Current Assignment Option" in Developing and Customizing Applications for Oracle Identity Manager for information about hiding the Skip Current Assignment option.
To claim a task that is not assigned to you:
In the Approval Details page, search and select the request that you want to claim.
From the Actions menu, select claim.
A message is displayed stating that the request has been assigned to you.
To modify the grant duration of the role, account, or entitlement to the user:
In the Approval Details page, search and select the request for which you want to modify the grant duration.
Open the request details.
Click Claim in the request details page.
In the Request Details tab, click the Grant Duration icon.
Modify the values in the following fields:
Start Date: The start date when the role, account, or entitlement will be provisioned. This must be a future date. This field is not available for modification if the role, account, or entitlement is already assigned to the user.
End Date: The end date when the role, account, or entitlement will be revoked.
For detailed information about grant duration, see "Adding and Removing Grant Duration".
Click Update in the Request Details tab.