Define Approval Configuration for a Business Object

Use the Advanced page of the Approval Editor to define the Approval configuration for a Business Object. This is typically done after defining an Approval Relationship and Approval Block ID field, but before creating Approval Blocks. When you define an Approval configuration for a Business Object, you select:

• An Approval Relationship.
• Fields in the Major Business Object to hold the Approval description and Approval ID.
• Options to determine when Approvals are generated.

  Note: The Approval Editor is available in the Object Manager (accessed from within a Blueprint in CSM Administrator).

To add Approvals to a Business Object:

1. Open the Approval Editor.

   To open the Approval Editor:

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

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

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

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

      The Approval Editor opens.

2. Click the Advanced page.

   

3. Define the Approval configuration for the Business Object:
   1. Relationship Holding Approvals: In the drop-down, select the Approval Relationship you created.
   2. Field Holding Description: In the drop-down, select the Field in the Major Business Object that will contain the description of the Approval.

      Note: If you are using OOTB content, this Field is called Description.

   3. Field Holding ID of Selected Approval: In the drop-down, select the Approval Block ID field you created.
   4. Generate Approvals: In the drop-down, select an option for initiating the Approval to be created:
      • When trigger condition is true: Select this option to generate Approvals based on the trigger condition.
      • When record is saved: Select this option to generate Approvals when the Major Business Object record is saved and the trigger condition occurs.
4. Click OK.
5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.