This documentation supports the 20.08 and consecutive patch versions of BMC Helix Business Workflows.

To view the documentation for the previous version, select 20.02 from the Product version menu.



Configuring knowledge article approvals

A Knowledge Coach configures approvals for publishing, retiring, and canceling knowledge articles by creating an approval flow to define approvers or a chain of approvers. An approval flow includes the following items:

  • Status at which the approval is triggered
  • Approvers who can approve or reject the tasks

Learn more about approvals in Knowledge article approvals.

For example, a Knowledge Coach can create an approval workflow for knowledge articles about HR policies in which a group of HR approvers can approve or reject the knowledge articles.

Process for configuring a knowledge article approval

A Knowledge Coach completes the following tasks to configure an approval for a knowledge article:

ActionProductReference

Create approval processes for the following types of approval:

  • Self-approval—define the outcome of the approval.
  • Chain of approvals—define the flow group to which the process belongs and the next event that should occur after a knowledge article is approved, rejected, or errored out.
    Chaining is required when multiple approvers need to approve a task.

BMC Helix Innovation Studio

Create a self-approval by defining the qualification based on which knowledge articles will be automatically approved.

OR

Create a self-approval by defining a process based on which knowledge articles will be automatically approved.

BMC Helix Innovation Studio

Configuring self-approvals for knowledge articles

Create an approval flow to define approvers for a knowledge article.

OR

Create a chain of approvals.

BMC Helix Innovation Studio

Defining a chain of approvals for knowledge articles
Create an approval mapping to specify a status trigger for an approval. To apply approval mapping to knowledge article templates, create approval flows to match the values from the knowledge article template.

BMC Helix Innovation Studio

Mapping knowledge article status to approvals
(Optional) Create an approval notification for your company to notify users about events related to task approvals.

BMC Helix Business Workflows

Defining approval notifications


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