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7
To add a data field:
a
Select Other.
b
Select the fields to add as approvers and click Add.
The Results table shows all People fields that are linked to the request, up to three levels. For example,
Request No/Requestor refers to the person who submitted the request. Request
No/Requestor/Manager refers to the manager of the person who submitted the request. The manager
of a person is defined in the Person record. This information is imported from Active Directory.
8
Click OK.
9
To remove an approver, select an approver in the Recipients section and click Delete.
A task must have at least one approver.
10 Click Save.
Modify Approval Emails
When a Customer Approval task is activated, approvers defined in the task receive emails. These emails
provide information on what needs to be approved and includes links to approve or decline the request via
email.
Do not modify approve and decline links in the email. Request Manager requires specific mail-to links to
process the response emails from the approver.
Prerequisites
You have vCloud Administrator privileges.
Procedure
1
Click Designer in the Request Manager Admin Portal.
The Designer window appears.
2
Select Task on the left of the window.
A list of screens and message template appears on the right of the window.
3
To change the approval email for the Provision vApp Workflow Template, select Provision vApp
Approval in Screen Set and Message Template in Screen Design.
4
Double-click Provision vApp - Manager Approval to open the message template.
5
To add a data field to the message template, select the field in the Add a Field tab on the left panel and
drag-and-drop it onto the template.
The Data fields for drop-down list shows the entities that the data fields are linked to. The list contains
these values:
The entity associated with the currently opened message template. In this case the Customer Approval
n
Task entity, Provision vApp Approval. Examples of Customer Approval Task data fields are Task
Title, Task Description.
The Request entity that the Customer Approval Task is linked to, Provision vApp Approval's Request.
n
Examples of Request data fields are vApp Name, vApp Description.
Sender and Recipient, which enables addition of fields relating to a person data, for example, First
n
Name, Surname, Email ID and so on.
6
To remove a data field from the message template, select the field on the template, right click and select
Delete.
VMware, Inc.
Chapter 5 Administration Overview
49
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