Phased rolloutThis documentation supports the 23.3 version of BMC Helix Business Workflows.To view an earlier version, select the version from the Product version menu.

Enabling ad hoc approvals for cases

An ad hoc approval is an approval that is outside a regular approval flow. As a case business analyst, you can enable ad hoc approvals for cases so that case agents can raise approval requests run time during the lifecycle of a case. Ad hoc approvals are available only for cases.

By default, ad hoc approvals are not enabled. You can enable ad hoc approvals for your line of business. When ad hoc approvals are enabled, case agents with write permissions can raise ad hoc approvals for cases that are not in the Pending, Approved, Resolved, and Canceled status. 

If you disable ad hoc approvals, cases for which ad hoc approvals are already raised go through the approval cycle. For other cases, the ad hoc approval option is no longer available.

Related topics

Case-and-task-approvals

To enable ad hoc approvals for cases

  1.  Log in to BMC Helix Business Workflows, and click Settings Settings icon.png.
  2. Click Line of Business > Manage Line of Business.
  3. On the Application Configurations tab, select CASE_ALLOW_ADHOC_APPROVAL.
  4. On the Edit configuration page, enable ad hoc approvals for cases by selecting 2102_ToggleIcon.jpg.
  5. Click Save.

Results

When you enable ad hoc approvals, cases go through the approval lifecycle. Case agents can raise ad hoc approvals from cases that are not in the Pending, Approved, Resolved, and Canceled status.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*