Mapping task status to approvals


A case business analyst must create an approval mapping for tasks to define the following details:

  • Status that triggers an approval
  • Status to which a task transitions based on an approver's action

To map a task status to an approval

  1. Log in to BMC Helix Business Workflows as a case business analyst.
  2. Click My Application Settings .
  3. Select Task Management > Approval Mappings.
  4. On the Approval Mapping page, from the Line of Business list, select the line of business for which you want to create an approval mapping.
    If you have access to a single line of business, the line of business is selected by default.

  5. Click Approval Mapping, and enter the details as provided in the following table:

    FieldDescription
    Approval Mapping NameSpecify a name for the approval mapping.
    Line of BusinessThe line of business that you selected to create the approval mapping is displayed.
    CompanyTo apply the approval mapping to all companies, select Global. To apply it to a specific company, select the company from the list.
    Status TriggerSelect the status to trigger the approval process. The available values are Assigned, In Progress, Completed, Canceled, and Rejected.
    ApprovedSelect the status that the task will move to when it is approved. The values that are available for the Approved status are dependent on the status trigger that you select. You can select a status that comes after the status trigger value in the case lifecycle.
    For example, when you select Assigned as the status trigger, for the Approved status, you can select from Assigned, In Progress, Completed, Canceled, or Closed. For the Completed status trigger, the available status values for the Approved status are Completed, Canceled, or Closed.
    RejectedSelect the status that the task will move to when the approval is rejected. The values that are available for the Rejected status are dependent on the status trigger that you select.
    For example, when you select In Progress as the status trigger, the available values for the Rejected status are Assigned, Canceled, and Approval Rejected.
    No Approval FoundSelect the status that the task will move to when no approval mapping is found. The values that are available for the No Approval Found status are dependent on the status trigger that you select.
    For example, when you select Rejected status trigger, the available values for No Approval Found are Staged, Assigned, In Progress, or Canceled.
    ErrorSelect the status that the task will move to when an error occurs. The values that are available for the Error status are dependent on the status trigger that you select.
    For example, for the Assigned as the status trigger, the available value for Error is Canceled.
  6. Click Save.
  7. To trigger the approval process, complete one of the following steps:

    • For ad hoc tasks that are created without using task templates, select Tasks created without using any template tasks will go through approval .

    • For tasks that are created by using task templates, from the Task Templates pane, select the task templates to which you want to apply the approval, and click .
      Approvals trigger for tasks only when the task templates are mapped to approvals. Learn more about approvals and case templates in Task approvals.
  8. To delete an approval mapping that is no longer required, select it on the Approval Configuration console, and click Delete.

Where to go from here

Defining approval notifications

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