Approving requests by using the Approval Console

In BMC Helix Innovation Studio, the Approval Console is available with the Approval Library. Navigate to BMC Helix Innovation Studio > Approval > Visit Deployed Application. The Approval Console displays all the approval requests for your applications.

You can use the Approval Console to update an approval request in addition to performing the following activities:

  • Searching for or filtering approval requests
  • Viewing approval request details
  • Approving or rejecting requests
  • Putting requests on hold
  • Reassigning a request to another approver
  • Creating or responding to More Information requests
  • Viewing approved, rejected, and canceled requests

You can use the Approval Console to respond to single or multiple requests without opening each request individually.

Related topics

Adding-an-approval-process-to-an-application

Approvals

The following image shows the Approval Console:

Approval console.png

To use the Approval Console in your application

You can use the Approval Console in your application to create views for an approval process. You can create a view by creating a view definition that contains the Approval Console view component found in the View designer.

To view or update an approval request

The following table provides information about working with approval requests by using the Approval Console:

Goal

Actions

View details about an approval request.

In the Approval Console, click the appropriate tab, for example, Pending, and select a request to view its details in the Request Details pane. 

Update pending requests.

To process an approval request

  1. In the Approval Console, click the Pending tab.
  2. From the list of approval requests, select one or more requests.
  3. Based on your requirements, click Approve, Reject, On Hold, or Reassign.
  4. (Only if you click Reassign) In the Reassign Request dialog box, from the Reassign Request To list, select another approver, and then click Save.  
    Based on your action, the requests are moved to the Approved, Rejected, or On Hold tab. You can no longer see the reassigned requests in the Approval Console.

To add a comment to an approval request

  1. In the Approval Console, click the Pending tab.
  2. From the list of approval requests, select the request about which you want more information.
  3. From the Activity Log section, click Comments.
  4. In the New Comment dialog box, enter the comment.
    If required, you can also add an attachment.
  5. Click Submit.

Create a More Information request to get additional details before approving or rejecting an approval request.

  1. In the Approval Console, click the Pending tab.
  2. From the list of approval requests, select the request about which you want more information.
  3. From the Activity Log section at the bottom, click Questions.
  4. In the New Question dialog box, enter the user name and your question.
    If required, you can also add an attachment.
  5. Click Submit.
    The request is moved to the More Information tab.

Respond to a More Information request.

  1. In the Approval Console, click the More Information tab.
  2. From the list of More Information requests, select the request to which you want to respond.
  3. In the Question and Response dialog box, enter your response. 
    If required, you can also add an attachment.
  4. Click Save.

View approved, rejected, or canceled requests.

In the Approval Console, click More Views and then select Approved, Rejected, or Cancelled to view the list of corresponding requests.


 

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