Example of case approval configuration

An administrator configures different types of approvals and a case business analyst creates approval mappings. For more information about the basic concepts of approvals, see Case-approvals.

In this example, the following scenarios are explained:

Scenario 1: Two levels of approval

In this scenario, Allen, an administrator for Calbro Services, wants to configure an approval for medical reimbursements. This approval requires the requester's manager and then, the manager's manager to approve cases. Whenever the approval is run for a case, the case is first sent to the requester's manager for approval. After the manager approves the case, it is sent to the manager's manager for approval. After the final approval, the case status is changed based on an approval mapping.

To configure this approval, Allen adds a level up approval flow Reimbursement approval in the out-of-the-box flow group BWFA Group. Allen specifies the number of levels as 2, and enters the flow expression as shown in the following figure:

Expression for level up approval flow.png

After configuring the level up approval flow, Hannah, a case business analyst for Calbro Services, creates an approval mapping as shown in the following figure:

1808_Approval mapping example 1.png

The level up approval flow is now ready for use.

Scenario 2: Approval by any member of a support group

In this scenario, Allen, an administrator for Calbro Services, wants to configure an approval for relocation requests. This approval requires any member of the HR support group to approve cases. Whenever the approval is run for a case, the case is sent to all the members of the HR support group for approval. After a member approves the case, the case status is changed based on an approval mapping.

To configure this approval, Allen creates a general approval flow Relocation approval in the out-of-the-box flow group BWFA Group. Allen specifies the All/One field as One Must Sign, and in Approvers, by clicking Icon for adding approvers.png, Allen specifies the HR support group as approver. Then, Allen enters the flow expression as shown in the following figure:

Expression for general approval flow.png

After configuring the level up approval flow, Hannah, a case business analyst for Calbro Services, creates an approval mapping as shown in the following figure:

1808_Approval mapping example 2.png

The general approval flow is now ready for use.