Phased rollout

 

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Configuring self approval flows

After you have registered the record, the next step is to configure either self approval flows or approval flows that define how the request gets approved.

An approval request with self approval flows are automatically approved by the system without requiring an approver to approve it. Whereas, approval flows determine the specific person or group of people to approve a request.

You might also configure both self approval flows or approval flows and use them in chained process.  

The following image illustrates the end-to-end process of creating an approval process and approval flows:

The following video (2:19) demonstrates how to create self approval flows.

The video shows an older version of BMC Helix Innovation Studio. The previous product name was BMC Helix Innovation Suite. Although there might be minor changes in the UI, the overall functionality remains the same.

 https://youtu.be/VcLnDy7mYUU

To configure self approval flows

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Select Approvals > Approval configuration
  3. On the Approval configurations page, click New.
  4. On the Create Approval Flow page, click Self Approval.

  5. On the Self Approval tab, provide the following information:

    FieldDetails
    Self approval qualification

     Define an expression to configure the conditions for self approval.

    1. Click Click to build an expression. and then click OK:

    2. On the Edit Expression UI, from the list of Available Values, click Record Definition.

    3. Select the record field or associated record field on which you would want to build an expression.

    Important: The approval request is sent only to the approvers with status as Enabled. If an approver is deleted after the approval request is generated, then the approval request is not sent to that approver.
    PrecedenceTo define the order of approval flows, set a precedence value. Precedence defines the order of flows.  Precedence is used to choose the order of expressions while evaluation. If two expressions are same and have different precedence, then the one with the higher precedence gets executed.
    Audit Information

    To write a message to the audit log, enter the audit information.

    When the Self Approval flow runs and the approval process is marked as Approved, this message is written to the audit log. These are added by the user.

    For example, "approval for floater request".

    Self Approval ProcessTo execute a self approval process, select the required process definition. This field lists all self approval processes attached to the record. If the process is selected, the process will get executed before the approval request is processed. If the process is not selected, the approval request is automatically approved.
  6. Click Add.

The following image displays an example of the self approval configuration:

Where to go from here

ActionReference

Create notifications when an approval request is approved, an approval request is rejected, an approval request is reassigned, an error exists in approval signature, and so on.

Creating approval notifications to notify approvers

Related topic

Approvals

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