Phased rollout

   

This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Approving and rejecting tasks

When a task needs approval, it is sent to a specified approval group. To approve or reject a task, a user from the specified approval group must open that task from the case or from the Task console. Users can approve or reject tasks only if they have read and write permissions for tasks and write permission for the parent case. The approver can add an optional justification or reason when approving or rejecting a task.

Related topic

To approve or reject a task

  1. Log in to BMC Helix Business Workflows.
  2. Select Workspace > Task.
  3. From the Line of Business list, select the line of business for which you want to approve or reject a task.
    If you have access to a single line of business, the line of business is selected by default.
  4. Open a task that needs approval.
    The approval waiting time is displayed on the Pending Approval tab in a readable format, such as 44 seconds ago. You can hover over the time to view the detailed timestamp, such as Sep 13, 2021 3:13 PM.
  5. Click Approve or Reject.
    The following image shows the Approve and Reject options:


    The date and time when the task is approved or rejected is displayed on the Approval Decision tab in the Sep 13, 2021 3:13 PM format. You can hover over the time to view a readable timestamp, such as 44 seconds ago.
  6. In the Approval note or Rejection note pop-up window, if you want to add the reason for approving or rejecting the task, add a comment and click Add Note
    The comment is displayed on the Approver List tab and in the activity feed.

When approved, a task moves to the next status. When rejected, the task moves to the previous status or Rejected status. Learn more about the statuses in Case and task approvals.

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