Configuring case self-approvals

Self-approvals are system-driven approvals that do not require any manual intervention. A case business analyst can configure a self-approval with qualifications or with a process. A self-approval with a qualification is triggered when a case matches the qualifications that are defined in the self-approval. A self-approval with process is triggered when a case meets a qualification that is defined in the approval, which in turn triggers a process for the approval.

Self-approval with process

To create a self-approval with a process in BMC Helix Business Workflows, a case business analyst can create a new approval process or reuse the default sample process that is provided in BMC Helix Innovation Studio. A case business analyst uses the process in the self-approval to approve or reject cases. The Case - Sample Self-Approval sample process contains process variables. When you create a copy of the sample process, the process variables are added automatically to the new process.

The following table describes the process variables in the sample process:

To create a copy of the sample process

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select Case Management Service.
3. Click Processes.
4. Select the Case - Sample Self-Approval process, and click Copy.
   In the new process, the process variables are automatically added.
5. From Palette, drag the elements based on how you want to configure the process.
   The following image shows an example of how you can create a self-approval for cases with the following qualifications:
   • Compute Value element with the expression Priority=Low to be self-approved
   • Cases with Priority=High/Critical will not be self-approved
     
     Learn more about elements in Process designer elements.
6. Save the process.
   After the process is created, an administrator must associate it with an approval flow.

To create a new process

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select Case Management Service.
3. Click Processes.
4. Click New.
5. Specify a Name for the process.
6. Click Add/Remove Variables, and specify the values for the variables.

1. Click Save.
2. From Palette, drag the elements based on how you want to configure the process.
   For example, add the Compute Value element and specify the settings.
   Learn more about elements in Process designer elements.

1. Provide appropriate permissions for users.
2. Save the process.
   After the process is created, an administrator must associate it with an approval flow.

Associating the self-approval process with an approval flow

1. As a case business analyst, log in to BMC Helix Business Workflows.
2. Click My Application Settings .
3. Select Approvals > Approval Configuration.
4. Open the com.bmc.dsm.case-lib:Case approval configuration.
5. On the Self Approval tab, click Click to build an expression.
   You must manually add the qualification for the Foundation entities to build the expression.

1. On the Edit Expression page, define the conditions by using the available values, and click OK.
2. Select the Precedence for the condition.
3. Select the Self-Approval Process.
4. Add the Audit Information.
5. Click Add.

Self-approval with qualification

A self-approval with qualification ensures that only those cases that meet the qualifications go through the approval process. For example, a self-approval qualification can be Category Tier 1 = Applications and Category Tier 2 = Software and Category Tier 3 = MS Office. A case created with these categories will be self-approved.

Where to go from here

Defining-approval-notifications

Related topics

Types-of-case-approvals

Configuring self-approval flows