Approval Editor
The Approval Editor is a tool within a Blueprint in CSM Administrator that allows you to manage (create, edit, and delete) Approvals. Use the Approval Editor to perform the following Approval operations:
- View: View a list of defined Approvals.
- Add: Use to access the Approval Block Editor, and then create an Approval Block. Approval Blocks are listed in the Approvals section of the Approval Editor.
- Edit/Delete: Use to configure Approval Blocks to meet your requirements.
- Copy: Use an existing Approval Block as a starting point or "template" for a similar Approval.
- Organize: Use the up/down arrows
to change the order of selected Approval Blocks.
- Enable E-mail Notifications: Use to define Approval E-mail Settings.
- Define Advanced Options: Use to define an Approval configuration for a Business Object.
There are several ways to open the Approval
Editor:
- 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, 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.