Approval Editor

The Approval Editor is a tool within a Blueprint in CSM Administrator that allows you to manage (create, edit, and delete) Approvals.

Use the Approval Editor to perform the following Approval operations:

  • View: View a list of defined Approvals.
  • Add: Use to access the Approval Block Editor, and then create an Approval Block. Approval Blocks are listed in the Approvals section of the Approval Editor. For more information, see Create/Edit an Approval Block.
  • Edit/Delete: Use to configure Approval Blocks to meet your requirements.
  • Copy: Use an existing Approval Block as a starting point or "template" for a similar Approval.
  • Organize: Use the up/down arrows to change the order of selected Approval Blocks.
  • Enable Email Notifications: Use to define Approval Email Settings.
  • Define Advanced Options: Use to define an Approval configuration for a Business Object.

There are several ways to open the Approval Editor and Approval Block Editor:

  • In the CSM Administrator main window, select the Blueprints category, and then select the Create a New Blueprint task.

    If working on a saved Blueprint, open the existing Blueprint.

    The Blueprint Editor opens, showing the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects. For more information, see Blueprint Editor and Object Manager.

  • In the Object Manager, select a Major Business Object in the Object tree, and then select the Add Approval Support task in the Structure area.