This documentation supports the 23.3 version of BMC Helix Innovation Suite (AR System and BMC Helix Innovation Studio).

To view an earlier version, select the version from the Product version menu.

Adding approvals to an application

When you design an approval application, consider the process and rule types that are included with the approval server. Identify which process types are most appropriate for use in your application, and which rule types will best implement the decisions and transitions in your approval process. Also, identify where you will need to add AR System server workflow to implement approval functionality, such as adding an active link to a button on your approval request form or adding filters to start the approval process, or chaining approval processes together. Also, identify which stages and statuses in the approval process should trigger notifications or escalations.

This section describes how AR System server administrators connect an AR System application to Remedy Approval Server (approval server). This discussion assumes you have an existing application with an approval request form, and have installed the approval server.

Although you do not need to be an AR System server administrator to set up and manage approval processes, an AR System server administrator must carry out most of the tasks described in the following table:

ActionReference

Integrate Approval Server with an application

Integrating Approval Server with an application

Create processes, rules, and filters for your approval process

Creating the processes, rules, and filters

Create a chained process for your approval workflow

Creating chained processes

Create approval notifications that the Approval Servercan use to send emails and alerts to requesters and approvers

Creating notifications

Add additional fields to approval forms to enhance the integration of the forms with your application

Enhancing your approval forms

Add a preview to your approval application to allow users to view the list of approvers for a request

Adding previews to your approval application

Learn to use the multi-process preview feature to view a list of all the approvers whose signatures are required to complete the process

Using the multi-process preview

Use the custom ad hoc approver dialog box to add an ad hoc approver from a form other than the AP:AdhocDialog form

Using a custom ad hoc dialog box with the approval server

Learn how to use the Approval Server commands to enable interaction between the AR System server and Approval Server

Calling Approval Server application commands in your application

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