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Configuring how approval requests are displayed in BMC Helix Digital Workplace end user console


By default, BMC Helix Digital Workplace displays the approver name and the status of the approval in the details of an approval request. As a BMC Helix Digital Workplace administrator, you can reset the default settings. 

Service details.png

You can also configure a cross-launch option for the approval requests. With this option enabled, approvers can open the approval requests in the applications that generated the approval requests.

To configure approval details display

  1. In the BMC Helix Digital Workplace Admin console, select Configuration > Approval.
  2. Navigate to the Approval details section and configure the following options:

Service description in approval details .png

If you select the Approval information in request details check box, the requester can see the approval details section in service request details. This section is always available to the approver. The following screenshot shows service request details with the approval details section on the requester's side. If the Approval information in request details check box is clear, this section is displayed only to the approver:

Approval information in request details.png

If you select the Service description in approval details check box, the approver can see the service description field in service request details. This field is never displayed to the requester. The following screenshot shows service request details with the service description on the approver's side. If the Service description in approval details check box is clear, this section is not available to both the approver and requester:

Service description in approval details.png

To enable and configure approval connections

  1. In the BMC Helix Digital Workplace Admin console, select Configuration > Approval.

    DWPA_Approval connections.png
  2. Select the checkbox for the following options under Approval Connections:

    Option

    Description

    Effect

    Change request approval

    Allow approvers to see change request approval details in Smart IT. Use this format for the URL: https://SmartIT server:port/smartit/app/change/{id}

    When the cross-launch is enabled, the View link is displayed in the Additional approval details section, as shown in the following image:

    Change req_Link to approval details.png


    If BMC Helix Single Sign-On is not integrated with BMC Helix Digital Workplace, end users will be required to log in before the approval request is opened in the Smart IT application.

    Case approval details

    Allow approvers to see approval details in a BMC Business Workflows case. To obtain the URL, open any case from the case library on the BMC Business Workflows server. Then, replace the case's ID value with the {id} parameter at the end of the URL. The format of the URL should follow this pattern:
    http://baseHelixPlatformURL:port/bwfbundle-url/case-lib/{id}

    For example:

    http://BWF_server_1:8000/helix/index.html#/com.bmc.dsm.bwfa/view/com.bmc.dsm.case-lib:Case%20Edit?Case%20ID={id}


    When the cross-launch is enabled, an Additional approval details section with a View link is displayed to the approver in the Business Workflows case, as shown below. If BMC Helix Single Sign-On is not integrated with BMC Helix Digital Workplace, end users will be required to log in before the case is opened on the BMC Business Workflows server. To view the case, the approver must be assigned to the following group and roles in BMC Business Workflows:

    • The Support group that is used for case template on the Business Workflows server
    • The associated Functional roles (for example, FoundationRead and Case Agent)

    For more information, see Adding users in BMC Helix Business Workflows.

    AdditionalApprovalDetailsLink.png

    Release approval

    Allow approvers to see release approval details in Smart IT. Use this format for the URL: https://SmartIT server:port/smartit/app/release/{id} 

    When the cross-launch is enabled, the View in SmartIT link is displayed to end users, as shown in the following image:

    Release approval_Link to View in Smart IT.png

    If BMC Helix Single Sign-On is not integrated with BMC Helix Digital Workplace, end users will be required to log in before the approval request is opened in the Smart IT application.

    The approver must have the Request User permission to see the Release approval record in BMC Helix ITSM: Smart IT.

    The approver must also belong to the same Support Group as the Release record submitted for approval to access it in BMC Helix ITSM: Smart IT.



Additional options that you can enable or disable

Enabling-users-to-put-approvals-on-hold

Enabling-users-to-reassign-approvals

Enabling-confirmation-checks-on-approving-and-rejecting-requests

Enabling-users-to-delegate-approvals

 

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