This documentation supports the 20.02 version of BMC Helix Business Workflows.

To view the documentation for the current version, select 20.08 from the Product version menu.



Creating approval mappings

As a case business analyst, you need to create an approval mapping to define the following details:

  • Case status that triggers an approval.
  • Case status to which a case transitions based on an approver's action.

You can also create an approval mapping for a line of business by using Flowsets. This ensures that the approval mapping is applicable to all the cases that belong to the Flowset.

For more conceptual information about approvals, see Approvals.

Before you begin

If you want to create an approval mapping for a line of business, ensure that you have defined a Flowset.

To create an approval mapping

  1. Log in to BMC Helix Business Workflows.
  2. Click Settings.
  3. Navigate to Case Management Case Approvals.
  4. Select Approval Mapping.

  5. In the Add Approval Mapping pane, complete the fields. The following table describes the fields in detail:

    FieldDescription
    Company

    Select the company for which you want to create the mapping. Select one of the following options:

      • Global—Mapping is applicable to all companies in a tenant.

      • A company name—Mapping is applicable only for cases created for the selected company.

    FlowsetSelect the required Flowset for the mapping so that the mapping is applicable to cases belonging to the selected Flowset.
    Note: Flowsets are displayed based on the company that you select.
    Status TriggerSelect a case status based on which an approval should be triggered.
  6. In the Status mapping section, in the following fields, select the required status to which a case transitions, based on an approver's action:

    Note

    If a case business analyst modifies the labels of default statuses of case, then the modified labels are displayed in the fields of the Status Mapping section. For more information, see Modifying the lifecycle of cases, tasks, and knowledge articles.

    • Approved—Outcome of an approval is Approved when an approver approves a case.
    • Rejected—Outcome of an approval is Rejected when an approver rejects a case.
    • Canceled—Outcome of an approval is Canceled when an approver cancels a case.

    • Error—Outcome of an approval is Error when an approval is triggered, but the approval is not executed successfully.
      For example, for a case, the Facilities support group is the approver and the support group does not have any member. When the approval is triggered for the case, the case is pending for approval with the support group. In such an event, the approval outcome is Error, because there are no approvers to approve the case.
    • No Approval FoundOutcome of an approval is No Approval Found when an approval is triggered, but the case does not match any expressions that are defined in self approvals or approval flows.

      Best Practice

      BMC recommends that in the Error and No Approval Found fields, you specify the status that you set as the status trigger.

  7. Click Save.

The following video (4:28) explains how to create an approval mapping and how an approval is run:

 https://youtu.be/hfwBkfaxd9g

Related topics

Automating the approval process for employee vacations

Approving or rejecting cases

Example of configuring approvals

Viewing and responding to approval requests

Enabling logging for a Digital Service application


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