When users shop for resources in the IT Shop, they put resource items for which they are eligible to receive in their shopping carts. When ready, they submit the items in their cart to the EmpowerID system. These cart submissions are known as “Business Requests.” Each Business Request can contain one or more resource items, depending on the number of items that was in a user’s cart when submitted. The Business Request, including all the items in that request, route for approval based on the configuration of Approval Flow policies. Approval Flow policies are user-defined policies that organizations can create to direct Business Requests through an approval process that can involve multiple levels of approval from numerous designated approvers before users receive the items in a Business Request, known as “fulfilment.”
This article demonstrates how to create an Approval Flow policy that directs Business Requests to the manager of the user making the request for approval.
As an IT administrator, effectively configuring Approval Flow Policies in EmpowerID is essential for automating the approval process. When users submit a "Business Request" with one or more resource items, Approval Flow policies manage the necessary approval steps before granting access. This article will guide you through creating an Approval Flow policy and configuring the approval steps in the policy.
Step 1 – Create the policy
On the navbar, expand
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Low Code/No Code Workflow and click Approval Flow
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.
On the Find Approval Flow Policy page, select the Approval
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Policies tab and then click the Add button on the grid header.
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This opens the Approval Policies form.
Enter a Name and Display Name
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for the policy, and
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click Save.
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Step 2 – Add Approval Steps to the policy
Search for the policy you just created and click the Name link for it.
Expand the Approval Steps in Policy accordion and click the Add button.
This opens the Add Approval Step Dialog.
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Insert excerpt IL:Approval Flow Steps IL:Approval Flow Steps name ApprovalFlowFormFields nopanel true For Approval Step, select the step you created in the Configure Approval Steps topic and fill in the fields as needed for your scenario.
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For If Approver Is Initiator And Target Person, select Automatically Approve.
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For If Approver Is Target Person, select Automatically Approve.
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For If Initiator Is Approver, select Automatically Approve.
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Select Allow Item Level Approval.
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Select Allow Add Approvers to allow the manager to add other approvers to the task that is generated by the request.
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Select Allow Assign Task to allow the manager to delegate the task to other people.
Click Save.
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Step 3 (Optional) – Configure Decisions for Approval Steps in Specific Policies and Specific Policies Per Item Type Action
As a policy creator, you can specify available approval decisions that are available for the steps in your approval policies (default decisions include ‘Approve’ and ‘Reject’). Selected approval decisions are added to the default Approve and Reject decision options that appear for all approval steps.
On the Find Approval Flow Policy page, select the Approval Policies tab and search for the target Approval Policy.
Click the Name link to navigate to the View One page for the policy.
On the View One page, expand the Approval Steps in Policy accordion and click the Step In Policy link.
This opens the View One page for the Approval Step.
To configure additional decisions for Approval Steps in Specific Policies, do the following:
Expand the Decisions for Approval Steps in Specific Policies (Optional) accordion and click the Add [+] button.
This opens the Add Decision dialog.
Fill in the fields for your scenario and repeat to add additional decision options as needed.
Field | Description | Example |
|---|---|---|
Business Request Type | Dropdown that allows you to select the specific business request type where the decision for the step appears. The decision will be scoped to the selected business request type only. | PersonLeaver |
Approval Decision | Dropdown that allows you to select the approval decision for the business request type. | Disable |
To configure additional decisions for Approval Steps in Specific Policies per Item Action, do the following:
Expand the Decisions for Approval Steps in Specific Policies Per Item Action (Optional) accordion and click the Add [+] button.
This opens the Add Decision dialog.
Fill in the fields for your scenario and repeat to add additional decision options as needed.
Field | Description | Example |
|---|---|---|
Item Type Action | Dropdown that allows you to select the specific item type action where the decision for the step appears. The decision will be scoped to the selected item type action only. | AddPersonOrgRoleOrgZoneMember (Add person to Business Role and Location) |
Approval Decision | Dropdown that allows you to select the approval decision for the business request type. | Certify |
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