Enabling approval delegation for custom approvals

If you want to enable approval delegations for an application that does not offer approvals in the out-of-box system, you must first create and enable custom approvals for the application. For more information, see related topics.

Enabling approvals and approval delegation requires administrative access to the system database dictionary, the Forms Designer utility, application profiles, and the script library. You should also know which tables and fields the application uses.

Refer to the following checklist for how to set up an application to enable approvals and approval delegation for Problem Management.

Note

  • To complete this checklist, follow the step-by-step procedures described in the following examples found in the related topics.
  • You must use the Windows client whenever you need to add a new field/key to a database dictionary table.

  1. Edit the object definition for the application to enable approvals by category.
  2. Edit the database dictionary for Problem Management to add an approval status field.
  3. Edit the database dictionary for the Problem Management categories to add an approval field.
  4. Edit the necessary forms to add the new approval fields.
  5. Edit the database dictionary for the Problem Management profile record to add to an approval groups field.
  6. Create a new approval definition record to manage the Problem Management approvals.
  7. Edit the Problem Management category definitions to add your new approval definition.
  8. Edit the Problem Management profile records that you want to have access to your custom approval group.
  9. Edit the script that controls the approval inbox to add your custom approvals to the list of approvals the system displays.
  10. Enable approval delegations for the custom approvals.

For more information, see Example: Enabling Approval Delegation for custom Problem Management approvals and Example: Enabling custom approvals for Problem Management.