Create Approval Flow Policies

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

1. On the navbar, expand Low Code/No Code Workflow and click Approval Flow.

2. On the Find Approval Flow Policy page, select the Approval Policies tab and then click the Add button on the grid header.  
   
   

   Open

   

   
   This opens the Approval Policies form.
   
   

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3. Enter a Name and Display Name for the policy, and click Save.

Step 2 – Add Approval Steps to the policy

1. Search for the policy you just created and click the Name link for it.

2. Expand the Approval Steps in Policy accordion and click the Add button.
   
   

   
   This opens the Add Approval Step Dialog.
   

   
   
   

3. For Approval Step, select the step you created in the Configure Approval Steps topic and fill in the fields as needed for your scenario.

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.

1. On the Find Approval Flow Policy page, select the Approval Policies tab and search for the target Approval Policy.

2. Click the Name link to navigate to the View One page for the policy.

3. 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:

1. Expand the Decisions for Approval Steps in Specific Policies (Optional) accordion and click the Add [+] button.
   
   This opens the Add Decision dialog.
   
   

    

2. Fill in the fields for your scenario and repeat to add additional decision options as needed.

To configure additional decisions for Approval Steps in Specific Policies per Item Action, do the following:

1. 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.
   
   

    

2. Fill in the fields for your scenario and repeat to add additional decision options as needed.