Modifying the approval request fields displayed in the Approval Console

For approvals to run for record definitions, it is important that as an administrator, you register the record with the Approval application. In BMC Helix Business Workflows, the case record is already registered with the Approval application and some default fields are displayed on the Approval Console. You can register other records like task and knowledge article with the Approval application, and also if required, use additional fields in the record definitions.

While registering a record, you must specify the additional record fields to be displayed on the Approval console. An approver can refer to these fields for details about the record.

The following image shows the case fields that are set by default to be displayed on the Approval console:

The following case fields are displayed on the Approval console and an approver can refer to these fields for additional information about a case:

  • Record Definition Name
  • Requester
  • Summary
  • Permissions
  • Request ID
  • Created Date
  • Service Request Display ID
  • Application Status Label
  • Priority

You can modify these fields, except for the Record Definition Name field.

To modify the fields that are displayed on the Approval Console

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Select Approvals > Approval Configuration.
  3. Click
    The Edit Approval Flow dialog box is displayed.
  4. On the Registration tab, in the fields displayed, specify the required values.
    Learn more about the field description in  Registering a record Open link .

Where to go from here

Configure a self approval with process to execute additional tasks for casesConfiguring case self-approvals
Configure a self approval without process to approve cases without executing any additional tasks

Configuring self-approval flows Open link

Create a chain of approvals for cases that require multiple approvalsDefining a chain of approvals
Configure a manager or general approval with specific approvers

Configuring approval flows Open link

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