Configuring self-approval process

After registering the record, the next step is to configure either self-approval or approval flows that define how the request gets approved.

The system automatically approves approval requests that have self-approval process without requiring an approver to approve it.  Conversely, an approval process determines the specific person or group that is required to approve a request. For more information, see Configuring-an-approval-process.

You might also configure self-approval or approval flows and use them in the chained process. 

Related topics

Approvals

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

23_3_Configuring_approval_process.png

The following video (2:19) demonstrates how to create self-approval flows.

The video shows an older version of BMC Helix Innovation Studio. The previous product name was BMC Helix Innovation Suite. Although there might be minor changes in the UI, the overall functionality remains the same.

icon_play.png https://youtu.be/VcLnDy7mYUU

To configure self-approval process

  1. Log in to BMC Helix Innovation Studioand navigate to the Administration tab.
  2. Select Approvals > Approval configuration. 
  3. On the Approval configurations page, click New.
  4. On the Create Approval Flow page, click Self Approval.

  5. On the Self Approval tab, provide the following information:

    Field

    Details

    Self-approval qualification

     Define an expression to configure the conditions for self-approval.

    1. Click Click to build an expression and click OK.
    2. On the Edit Expression UI, from the list of Available Values, click Record Definition.
    3. Select the record field or associated record field for which you would want to build an expression.

    Important: The approval request is sent only to the approvers whose status is Enabled. If an approver is deleted after the approval request is generated, the approval request is not sent to that approver.

    Precedence

    Set a precedence value to define the order of approval flows. Precedence defines the order of flows.

    Precedence is used to choose the order of expressions during an evaluation. If two expressions are the same, but have different precedence, the one with the higher precedence is run first.

    Audit Information

    Write a message to the audit log by entering the audit information.

    After the self-approval flow runs and the approval process is marked as Approved, this message is written to the audit log. These messages are added by the user.

    For example, "approval for floater request".

    Self Approval Process

    Select the required process definition to run a self-approval process. This field lists all the self-approval processes attached to the record.

    If a process is selected, the process is run before the approval request is processed. If a process is not selected, the approval request is automatically approved.

  6. Click Add.

The following image displays an example of the self approval configuration:

2102_Self approval configuration.png

Where to go from here

Action

Reference

Create notifications for when an approval request is approved, rejected, reassigned, or an error exists in approval signature.


 

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