Set up approval rules
Set up rules for approvals at each approval level by selecting an approver type and the requirement of approval from either one or all the stakeholders. Define filter conditions on the source table to which the approval rule is applied.
Before you begin
Role required: sn_bcm.admin
About this task
You can select specific approvers, approvers from the selected source table, dynamic approvers, or approvers that you choose to approve your business documents. The approvers can be a BIA owner, BCM lead, BCM manager, BCM admin, contributors, or one or all of them from the source table that you select.
Procedure
Navigate to All > Assignment and Approval Configurations > Approval Configurations.
Click an approval configuration record in the list.
Click the approval levels record in the Name column of the Approval Levels section.
Click New in the Approval Rules section.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the approval rule. |
| Source | Table to which the approval rule is applied. |
| Query using field | Field that connects the approving table and the source table. |
| Additional condition | Filter conditions applied on the source table. |
| Approver type | Type of approver.- Specific approvers: Your choice of approvers. - Approver from source: Users or groups from the source table. - Dynamic approvers: Approvers selected dynamically from any table. - Scripted approvers: Script to determine approvers. See the script shown as an example below. Image omitted: approval-rule-sample-script.png Note: Sample script For security reasons, the BCM admin doesn’t have write access to the Script field on the Approval Rule form. Only the Approver Configurator developer has create and write access to the Script field on the Approval Rule form. If you have the BCM admin role, you can set up an approval rule only with types of approvers from the Approver type list:
|
| Approval required from | One or more stakeholders from whom the approval is required. |
| Description | Brief note about the approval rule. |
| Approvers | |
| Approvers from | Approver table.This field is available only if the Approver type is Approver from source or Dynamic approvers. Defaults to the source table if it is Approver from source. |
| Filter by | Conditions to filter records from the approver table.This field is available only if the Approver type is Dynamic approvers. |
| Advanced | Option to set a scripted dynamic condition. |
| User field | User reference or list of approvers from the approver table. |
| Group field | User group reference as approver from the approver table. |
| Dynamic condition | Script field to apply advanced filter on approver table. |
| Users | One or more users designated as approvers. |
| Group | Group of approvers. |
| Scripted approvers | |
| Script | Script to determine approvers; users and groups in the script are selected as approvers. |
- Click Submit.
Sample script to add assignees from CMDB dependencies as approvers
Field values on the form:
Name
Assignee of CMDB dependency as approvers.
Source
Dependency [sn_bia_dependency].
Query using field
Dependency Group.Impact Analysis
Approver type
Scripted approvers
Sample script to add approvers.
Parent Topic:Approval configuration