Using Approvals with OnConsumerRegistration Events
The OnConsumerRegistration event occurs when an asset owner reviews a consumer registration request and accepts the request by clicking the Apply Registration Policies button in the Pending Registrations view on the My CentraSite page.
Note: | Because asset owners are not required to review consumer registrations that are initiated from an asset's Consumers profile, an approval policy that executes OnConsumerRegistration is not triggered when a consumer is registered in this manner. The only kinds of consumer registrations that are subject to an approval policy are those that are initiated using the Register As Consumer menu command. |
An organization must have a consumer-registration policy to process the consumer registrations that are initiated using the Register As Consumer menu command. At a minimum, this policy must include the Register Consumer action, because this action performs the work of actually registering a consumer (that is, it establishes the actual relationship between the asset and the specified consumers). If, in addition to the asset owner, you want designated individuals to review and approve the registration request, place an approval action before the Register Consumer action.
Note: | The approval process that is imposed by a consumer-registration policy occurs in addition to the review and approval that is required by the asset owner. That is, the asset owner always reviews the registration first, and if he or she accepts the registration, the request proceeds through the approval process defined by the consumer-registration policy. |
The following procedure describes the general steps you use to create a consumer-registration policy that includes an approval action.
1. Create a design/change-time policy with the following scope:
Event Type: OnConsumerRegistration
Object Type: Asset (of any type)
2. On the policy's Actions tab, add the following actions. Make sure the approval action precedes the Register Consumer action.
Initiate Approval —OR— Initiate Group-dependent Approval
Register Consumer
4. Insert additional actions before and/or after this pair of actions as necessary.
The following example shows an action list that obtains the required approval, executes the registration process, and then grants instance-level permissions to the consumers that the policy registers.
Initiate Approval
Register Consumer
Set Consumer Permission
