Configuring self approvals


Self approvals are system-driven approvals that do not require any manual intervention. An administrator can configure a self approval with or without a process.

For more information about self approvals, see Types-of-approval.

BMC Helix Business Workflows provides a sample process Case - Sample Self Approval that you can refer to, to configure a self approval with process. The sample process contains the process variables. As a case business analyst, you can create a copy of this process and configure the self approval. 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:

Process variable type

Process variable name

Variable ID

Description

Input

Case Record

57000

This ensures that the self approval process is run for the correct case record.

Output

Approval Status

57120

This ID stores the approval outcome—Approved.

Best practice

BMC recommends that you do not modify these process variables.

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.
    For more information about elements, see Process designer elements.

  6. Save the process.
    After the process is created, an administrator must associate it with a self approval expression. For more information about configuring self approvals (with or without process), see Configuring self approval flows.

Where to go from here

Creating-approval-notifications

 

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