Enabling approvals

Service Manager Codeless supports approvals in the out-of-box system for the following objects:

  • Interaction
  • Change and Change Task
  • Request
  • Service Catalog Item
  • Survey
  • Time Period

For the applications based on these objects, you can directly use the approval related features from the out-of-box system.

Tip For more information on the out-of-box approval features for a specific application, see the help topics for the corresponding module.

If you want to enable approval for a Process Designer based object that does not offer approvals in the out-of-box system, such as problem, you need to configure approval from the Process Designer workflow, and then manually add the approval.status field to the related forms. After the approval enablement, users who have the required privileges can use the approval features for the application based on the approval enabled object. The following table describes the approval features available after the approval enablement and the privileges that are required for using the corresponding approval features.

Approval feature Required security privileges for users in a security area

Approve/deny/retract records in the record menu

Users who have the "Can Approve” right or are delegated with the approval authority can approve, deny, and retract records.
Mass approve records in the list view Users who have the "Expert” right can mass approve records in the list view.
Approval Inbox

Users who are in the approver list and have the "Can Approve” right or are delegated with the approval authority can see the record list for an area and perform approval actions from the Approval Inbox.

Note Users must also have the privilege to run Approval Inbox.

Approval delegation User who have the “Can Delegate Approvals” right can delegate their approval rights to other qualified operators.

For instructions on enabling approval for a Process Designer based object that does not offer approvals in the out-of-box system, see Enable approval for a Process Designer based object.

Related topics

Approval delegation

Enable approval for a Process Designer based object
Delegate approvals to another operator
Disable an active approval delegation
Update an active approval delegation