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Any thoughts on this use-case? If it is not possible with OOB functionality, is there any workaround or any one already implemented this use-case, please share your experience.
Thanks in advance !!
Yes, This should be possible.
You can switch between versions by calling up View > Versions from the program menu.
The version that you are currently using is shown in the status bar of the program window .
So you can go to You can go to View > Versions > 'Intermediate version'
then select the required item from this version and Select Versioning > Add selection to > 'Approved version' in the pop-up menu
Please let us know if this helps.
versioning support in the web ui is currently limited to the compare view in which you can compare items of different versions (available with 8.1.1).
If you want to add items to a version the source version is always the working version. You cannot choose the source of the version OOB.
Other customers are implementing this kind of process with 2 versions only as far as I know.
I tried the way you mentioned,
View > Versions > 'Intermediate version'
then select the required item from this version and Select Versioning > Add selection to > 'Approved version'
versioning job created but data visible in approved version is from 'working version' but not from 'intermediate version'
Thank you Andreas for your reply.
With two versions, I am facing few challanges may be you can help me with them
I have approval workflow with two states, Review Task and Approve Task.
Approach is, user will edit item outside the workflow from details tabs as soon as user feel Item is ready to publish field will be populated to start the BPM workflow. Item will move to Review Task state. Reviewer role will work on Review task and task will be moved to Approver Task.
Before Approver take the action, if user edit an item. Approver will approve the changes which was not even reviewed by Reviewer.
Is there any way if we can stop items being edited if Item is in workflow? or restrict user to edit item only by the user to whom task is assigned when Item is in workflow? Due to such case only, we planned to have three revisions.Do you have any idea how Approval workflow basically be carried out by other projects with Informatica Product360
You could use object permissions on the items to lock them while it's being in review workflow.
Please check the service api documentation for the chapter Security API. It describes how to read and create and access control list (acl), the aclId just need to be set to the item. Actually the aclID and the aclFlag to 1 (1 = individual which means the object permission of this item is an individual permission and has not been inherited by the container or parent).
If you don't use object permissions on items it's simple as you just need to set the aclId and the flag to lock it, and remove both to unlock. If you do use it, you would need to add the user to the existing acl (you get a different aclID then from the system) and you need to set the new acl id to the item.
So, process is: get aclID from item, if null, create new acl, set aclID and aclFlag to item.
If not null, read acl based on the aclID, create/update acl with the current user set to read only, set new aclId and aclFlag to item.
In any case, if you create/modify a new acl, make sure that one of your admin user groups has full access...you don't want to have a failed / crashed workflow keeping an item in locked state forever or something.
And also add the rest user to this otherwise he will not be able to unlock the item any more when the workflow completes .)
(In case you forgot it, the build in "Administrator" account bypasses all permissions and can be used to adjust the permission of objects normal admins are even locked out. Because of this "super power" the admin account can be disabled for the whole system. But at least you can enable it again and fix the permissions without having to dig into the database)
It is not very clear to me.
If Item is not in workflow, it can be edited by any user. : No aclId and aclFlag has to be set.
If Item initiated to workflow:
State 1: Reviewer : Only Reviewer should be able to edit and for other users read only.
Do I need to set Acl for all the roles with Reviewer role (read and edit permission) and other roles (read only)?
assigning to user: how to get current user who accepted the task in Active VOS will be a challange
State 2: Approver: Same as Reviewer role
Is my understanding coorect?
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I believe in the current releases / hotfixes you get all the data from the task when you resolve it, also the user which accepted it. But you might want to double check that with support
Acl is pretty flexible:
No AclID on the object - everyone has full access, no restrictions
Now, within an ACL there is a "hierarchy". Organisation --> User Group --> User.
User permission tops user group permission which again tops organisation permission. All of them are optional.
If the user is part of the acl --> his specific permission counts, nothing else.
If the user is not part of the acl, but one of his user groups, he has the permission if at least one user group he belongs to has it.
If no user group of the user is part of the acl, but his organisation -> the permission of the organisation rules.
If his organisation is not part of the acl, he has NO permission.
Currently only one organisation can be added to the ACL, the "provider" org all users belong to. So depending on the ACL you can change the default behavior.
An acl with the provider organisation set to full permission means - all users have full permission , EXCEPT those mentioned as usergroup or users.
So if you want to restrict the edit for all users but the approvers:
- create an acl with the provider organisation, set the org's permission in the acl to READ only
- add the approver user group to this acl, set it to WRITE
no need to mention all other user groups, as they default to the organisation
If you don't even want them to see the object, don't have the organisation in there or disable read for it - has the same effect
You can play around with it in the desktop client and see how you need to configure the acl to fit your needs.
Thank you Andreas for the help!!
I got the organization provider and able to make item read only for all using security API.
One more help, last time when I was working on Active vos + PIM BPM integration. I faced lot of challanges, one of them was getting information like who has accepted the task. It seems it is achievable with latest versions. Still, I have to double check it.
Other challange was, if workflow task is assigned to a role and later if we assign it to a user. All the items assigned to role, moves to user. Are you aware, if it is solved.
Use case is, Reviewer reviews the tasks and assign it to Approver. If approver rejects the item, it should be assigned to the user (Approver user) who acted on Approver task.
Many many thanks to you
Could you please help me how can I create versions in PIM? I am on 8.1.1 version on PIM.
I need to use 'COMPARE' mode in Flex UI to compare item with its revision but I am not sure how to create Item Revision?
I have cross-verified the property 'Support Versioning' in 'Types' section of repository file and found out tha property is set to 'True' still I am not able to create version of the same.
Can you help me how exactly we can create Item revision in PIM?
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First you have to create a new version under Management->Versions using rich client, Out of the box, Informatica provides single version called as 'Working Version'. Create one more version say 'Revised version'.
Then add your objects to this version by selecting object, steps mentioned below.
Creating version and adding version can be done only via rich client and not by web ui. Once new version is created, you can add objects to this version using Rest POST call as well, an alternative.
Then you can compare the data available in 'Working version' and 'Revised version' using compare revision functionality via rich client/web client/flex ui.
Thanks for your inputs. This is really helpful.