Configuring self approval flows
To configure self approval flows
- Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
- Select Approvals > Approval configuration.
- On the Approval configurations page, click New.
- On the Create Approval Flow page, click Self Approval.
On the Self Approval tab, provide the following information:
Field
Details
Self approval qualification
Define an expression to configure the conditions for self approval.
- Click Click to build an expression. and then click OK:
- On the Edit Expression UI, from the list of Available Values, click Record Definition.
- Select the record field or associated record field on which you would want to build an expression.
Important: The approval request is sent only to the approvers with status as Enabled. If an approver is deleted after the approval request is generated, then the approval request is not sent to that approver.
Precedence
To define the order of approval flows, set a precedence value. Precedence defines the order of flows. Precedence is used to choose the order of expressions while evaluation. If two expressions are same and have different precedence, then the one with the higher precedence gets executed.
Audit Information
To write a message to the audit log, enter the audit information.
When the Self Approval flow runs and the approval process is marked as Approved, this message is written to the audit log. These are added by the user.
For example, "approval for floater request".
Self Approval Process
To execute a self approval process, select the required process definition. This field lists all self approval processes attached to the record. If the process is selected, the process will get executed before the approval request is processed. If the process is not selected, the approval request is automatically approved.
- Click Add.
The following image displays an example of the self approval configuration:
Where to go from here
Action | Reference |
---|---|
Create notifications when an approval request is approved, an approval request is rejected, an approval request is reassigned, an error exists in approval signature, and so on. |