Adding an approval process to an application
You can create an approval process to define workflows and logic required to approve your request for a particular record and configure approval flows to define the overall completion criteria for the approval process. You can also define views for your approval process so that the end users can submit approval requests and update them. The Approval Console displays all approval requests. For more information about the Approval Console, see Viewing and responding to approval requests.
The following image illustrates the end-to-end process to create approval process and approval flows by using BMC Helix Platform:
Before you begin
Before you start adding an approval process to your application and configuring the approval flows, make sure you complete the following activity:
- If you want to use associations to display field values on the Approval Console, configure the record associations. The associations will be displayed on record registration page. For more information, see Creating record associations.
To create an approval process and configure approval flows, perform the following tasks:
| Action | Reference |
|---|---|
First, start by defining an approval process. If you want to evaluate some additional expressions, create a self approval process with additional logic in it and select it in the self approval flow. Optionally, you can chain approval process to have different flow groups approve your requests. | Creating an approval process |
| After you define the approval process, register the record definitions for which you want to create the approval flows on. | Registering a record |
If you want to define an approval that is approved automatically by the system, create a self-approval flow. | Configuring self approval flows |
| If you want to define an approval that is approved by an individual or group, create an approval flow. | Configuring approval flows |
| After you submit an approval request, if you want to notify the requester when the approval request is approved, rejected, reassigned, or an error exists in approval signature, and so on. | Creating approval notifications to notify approvers |
| After the approver receives the notification, the approver can view and respond to the approval requests by using the Approval Console or through emails. | Viewing and responding to approval requests |
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