Service Manager powered by HEAT

Example: Defining an Approval Block for the Service Request Business Object

•Determining the Approver Field

•Determining the Pick List Value

•Creating an Approval Workflow

Determining the Approver Field

1.From the Configuration Console, click Build > Business Objects to open the Business Objects workspace.

2.Select Service Request. The Service Request Details page appears.

3.Click the Fields tab. The service request fields are listed.

4.Click DefaultApprover. The DefaultApprover field is a pick list and it uses the list name Contacts in Contact Store.

Default Approver Pick List

5.Make a note of this.

Determining the Pick List Value

1.From the Configuration Console, click Build > Pick Lists to open the Pick Lists workspace. The pick lists are listed.

2.Click LoginID of Employee. The Validation List page appears.

3.The value of the List Name field is LoginID of Employee.

Validation List

4.Make a note of this.

Creating an Approval Workflow

1.From the Configuration Console, click Build > Business Objects to open the Business Objects workspace.

2.Select Service Request. The system displays the Service Request Details workspace.

3.Click Workflows. The system displays the workflows.

4.Click Add new.... (Optional. You can modify an existing workflow instead.) The system displays the Add New Workflow page.

5.Enter information as needed in the following fields:

Field	Description
Business Object	Service request.
List Name	A unique name for the workflow. Do not use spaces.
Display Name	The name as it appears in a form.
Description	A description of what the workflow does.

Add New Workflow Page

6.Click Save. The workflow page appears.

7.Click Add Version. The Workflow Editor appears.

8.Drag and drop the Get Approval block onto the Workflow Editor.

9.Double-click the Get Approval block header and set the following

10.Select User from Context BO field/Service Request Parameter and select LoginId from the drop-down list.

Because the contact group field is not a business object field by default in the Service Request business object, this use case describes specifying a default approver from the business object in context option and not from a contact group from a business object in context.

Get Approval Workflow Block Properties Example

11.Save your changes.

Now the service request workflow is set up to get approval from the owner of the organization to which the request offering is published.