Define Approver Properties
Use the Approvers page in the Approval Block Editor (accessed from within the Approval Editor) to define the approver properties.
The following properties can be defined:
- Number of approvers required for an Approval, including which approvals to count during the voting process.
- A list of users and/or Teams to designate as approvers.
- Text to display in the details field of the Approval.
To define approver properties:
- Open the Approval Block Editor. For more information, see Approval Editor and Open the Approval Block Editor.
- Select the Approvers page.
- Define the number of approvers required for Approval:
- All approvers
Select this option to require the approval of all designated approvers.
- Percentage
Select this option to require the approval of a defined percentage of approvers. Then, provide a percentage or use the Up/Down arrows to increase/decrease the percentage.
- Specific number
Select this option to require the approval of a defined number of approvers. Then, provide a number or use the Up/Down arrows to increase/decrease the number.
- All approvers
- Define which Approvals to count during the voting process. In the
drop-down list, select one of the following options:
- Count all Approvers
Select this option to count all Approvals associated with a Business Object, whether they are created by this block, another block, or are manually created by a user.
- Count this block only
Select this option to only count the Approvals generated as a part of this block. This selection is recommended for multi-level Approvals.
- Count block and manual
Select this option to only count the Approvals generated as part of this block or those manually created by users. Approvals created by other blocks are ignored.
- Count all Approvers
- Define approvers for the Approval Block:
- Select the Add button.
- In the drop-down list, select a
type of approver to add to the list:
- Add User
Select this option to add a specific CSM user to the list of approvers.
- Add Team
Select this option to add a CSM Team (example: 1st Level Support, IT Management) to the list of approvers.
- Add User based on Expression
Select this option to add a user based on a selected Business Object Field, system function, Expression, Stored Value, or Metric Value that contains the ID of the user (example: An approver based on the Expression Change Request.Owned By field will be approved by the owner of the Change Request).
- Add Users from Relationship
Select this option to add an Approval for each user associated with a selected Relationship.
The Add Approvers Based on Relationship window opens, where you can select a Relationship, limit records using an Expression, and select a Business Object Field, system function, Expression, Stored Value, or Metric Value that contains the ID of the users in the Relationship.
- Add User
- Define default properties for Approvals:
- Approval Text
Provide text to include in the email sent to each approver.
- Deadline
Select this check box to define a default amount of time to allow for the approvers to respond. Then, define a number and unit of time (hours, days, or months). If the approvers do not respond within this timeframe, they are considered to have abstained.
- Approval Text
- (Optional) Define custom Approval text for each approver (to use
instead of the default):
- Select the Custom Approval Text check box.
- Provide custom approval text to display in the Details field of the Approval.
- Select the Append [Major Business Object] Description check box to add the custom Approval text to the Major Business Object's description.
- Select the Custom Deadline check box to set a specific deadline for the approver to respond to the approval request. Then, define a number and unit of time (hours, days, or months).
-
Select OK.
- Publish the Blueprint (Publish a Blueprint or Save a Blueprint. ) to commit the changes, or save the Blueprint ( ) to continue making other changes. For more information, see