Define approval types

Approval types are available to catalog editors or catalog managers when they define approvals for an item.

About this task

For example, you can define Facilities Items Approvers, a specific list of approvers for facilities items.

To create a new approval type:

Procedure

  1. Navigate to Item Designer > Administration > Approval Type Definitions.
  2. Click New.
    Figure 1. New Approval Type form
  3. Fill in the fields, as appropriate.
    Table 1. Approval Type form
    Field Description
    Name The name for the approval type.
    Version [Read-Only] The version of the approval type. The version number gets incremented whenever you save a change to that type.
    State [Read-Only] The approval type state. It is initially set to Draft. When you publish the approval type, the state changes to Published.
    Description A brief description of the approval type.
    Type The method for approving items that use the approval type. Can be User, Group or Script. This selection determines which other fields are available.
    User(s) The individual users who can approve catalog items that use this approval type. This field is available only if the Type is set to User.
    Group(s) The groups who can approve catalog items that use this approval type. This field is available only if the Type is set to Group.
    Script output The end result of the script, creating either a set of users or groups. This field is available only if the Type is set to Script.
    Approver script A script to define that approval type, such as a script to define the requester's manager. This field is available only if the Type is set to Script.
  4. Click Submit.