Enable approval for a Process Designer based object

To enable approval for a Process Designer based object that does not offer approvals in the out-of-box system, follow these steps:

1. Configure approval in the workflow that is associated with a Process Designer based object.

   1. Log on to Service Manager with a System Administrator account from the web client.
   2. Click Tailoring > Process Designer > Workflows from the System Navigator to display the workflows list.

   3. Open the workflow associated with the object for which you want to enable the approval related features.

      Note The out-of-box workflows are Micro Focus Proprietary, you can clone the out-of-box workflows, and then make changes as necessary.

   4. Select a phase, and then go to the Approval tab.
   5. Click Add, select one or more approval definitions, and the click OK.
   6. (Optional) Configure the approval reset condition and the recalculate condition if necessary.

   7. Click Save.

      After you configure approval from the workflow associated with a Process Designer based object that does not offer approvals in the out-of-box system, the system automatically creates or updates the following items so that the approval related features can be enabled for the records based on the object:

      Item	Changes after approval enablement
      Menu items	Menu items are created in record menu options, such as Approve, Deny, Retract, and Mass Approve.
      Approval Inbox	Approval Inbox can display the pending approvals for the records corresponding to the approval-enabled object.
      Approval delegation wizard	The module associated with the object is added to the approval delegation wizard.
      Security area	Security settings The "Can Approve" and "Can Delegate Approval" security settings are added for the security area that is associated with the object. If an operator has the "Can Approve" right for an area, the operator can see the approval records in the Approval Inbox for all the Service Manager tables that are associated with the area. If an operator has the "Can Delegate Approvals" right for an area, the operator can delegate approvals from the approval delegation wizard for all the Service Manager tables that are associated with the area. Security folder A new folder right is created with the name of <Record module name> approver for this security area. The folder is set to “DEFAULT” with the view authority only.
      Security role and security rights	A new security role is created in the name of <Record module name> approver. The system also sets default security rights (such as "Expert") and default settings (such as "Can Approve" and "Can Delegate Approvals") to this role.

2. Edit the necessary forms to add the new approval field ("approval.status").

   1. Log on to Service Manager with a System Administrator account from the Windows client.

   2. Click Tailoring > Forms Designer from the System Navigator.

   3. Search for and open a form in which you want to display the approval status.

   4. Add the "approval.status" to the form as appropriate.
   5. Click Save.
   6. Repeat this task to modify other forms as needed.

3. Assign the new security role ("<Record module name> approver") to operators who need to perform the approval tasks for the new approval enabled module. To do this, see Assign a role or roles to an operator.

   Now the operators with the security role can use the approval features as described in Enabling approvals.

Related topics

Enabling approvals

Approval delegation

Delegate approvals to another operator