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Create Approval Flow Policies
- Phillip Hanegan
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.
Create the policy
On the navbar, expand IT Shop and click Approval Flow Policies.
On the Find Approval Flow Policy page, select the Approval Flow Policies tab and then click the Add button on the grid header.
In the Add New Policy dialog that opens, enter something similar to Manager 1 Step Approval in the Name and Display Name fields and then click Save.
Close the Add New Policy dialog.
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.
For Approval Step, select the step you created in the Configure Approval Steps topic.
For If Approver Is Initiator And Target Person, select Automatically Approve.
For If Approver Is Target Person, select Automatically Approve.
For If Initiator Is Approver, select Automatically Approve.
Select Allow Item Level Approval.
Select Allow Add Approvers to allow the manager to add other approvers to the task that is generated by the request.
Select Allow Assign Task to allow the manager to delegate the task to other people.
Click Save.
