Approval Block Editor
The Approval Block Editor is a tool accessed from within the Approval Editor (in a Blueprint in CSM Administrator) that allows you to create and edit Approval Blocks. An Approval Block is a defined set of trigger conditions, Approvers, and Actions for an Approval. An Approval for a Business Object contains one or more Approval Blocks. You can use multiple dependent Approval Blocks to define multi-level Approvals (different triggers, Approvers, and Actions for different situations within the same Business Object). For example, an Emergency Change Request might require that all Emergency Change Board members approve the change, whereas a regular server change might require only the approval of a hardware Team member. Use the Approval Block Editor to define the components of an Approval Block.
- In the
CSM Administrator main window, click the
Blueprints category, and then click the
Create a
New Blueprint task.
Note: If you are working on a saved Blueprint, open the existing Blueprint.
The Blueprint Editor opens, showing the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.
- 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.
- In the Approval Editor, click the Approvals page, and then click Add.
Each Approval Block contains the following components:
- Name: Display name to use within CSM.
- Condition: Event that initiates the Approval Block.
- Approver(s): User(s) or Team that provides approval and the number/percentage of Users or Team members who must approve a request.
- Action(s): Operation that takes place when an Approval is approved, denied, or expired.