Registering a record

Before you can configure approval flows, you must first register the record definition to configure the approval process for the selected record definition. The registration tab on the approval wizard maps the fields from the registered record definition with the columns on the Approval Console.

The following image illustrates the end-to-end process of creating an approval process and approval flows:

To register a record definition

1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
2. Select Approvals > Approval configuration. 
3. On the Approval configurations page, click New. 

4. On the Registration tab, provide the following information:

   Field	Details
   Record definition name	Select the record definition that needs to be registered with the approval server.
   Requester	Select the field from the record definition that stores login ID information of the requester. Important: Make sure that the selected field stores the login ID of requester. Level Up approvals require this information to determine the approvers of this request.
   Approver exclusion	Select the field from the record definition to exclude approval permission. The users from the selected field are excluded from the list of approvers.
   Summary	Select the field from the record definition that stores the description of the request.
   Permissions	(Optional) Select the security labels of the record definition to assign permissions for accessing the approval request. The permission field controls who can access the created request. Only users with assigned security label can access the approval request. If you do not specify the security label, all users can access the approval request.
   Request ID	Select the record field that contains the Request ID of the approval request.
   Notes	Select the record definition or associated record field that contains extra information (notes) from a request. Extra information is displayed on comments section of the Approval Console.
   Require justification reason on	Select from the following options to provide justification when an approver approves or rejects a request: Approval—To make it mandatory for an approver to provide a justification when approving a request. Rejection—To make it mandatory for an approver to provide a justification when rejecting a request.
   Justification reason	Select a field to store the reason when an approver approves or rejects a request. This field is mandatory only if you select the Rejection option from Require justification reason on; otherwise, you can leave the field blank.
   Additional approval console fields	Configure additional fields that you want to be displayed on the Approval Console. Configure these fields with customized labels. You can configure four additional fields at the maximum.
   Field labels	Specify labels for any additional fields that you configured.

5. Click Save.

The following image displays an example of the registering a record definition to configure the approval process:

Where to go from here

Related topics

Approvals

Viewing and responding to approval requests