Managing Approval Groups
App Portal 2021 R1
Approval groups are used to group users or groups together to identify a group of approvers. Approval groups are then linked to catalog items indicating that the catalog item should go through workflow process.
Creating a New Approval Group
To create a new Approval Group, perform the following steps:
To create a new Approval Group:
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Under Site Management > Approval Groups, select the New Group node. The Workflow Type tab of the New Approval Group dialog box opens. |
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Enter a Group Name for the approval group |
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User group—Users organized in a specific order. You apply user groups directly to a workflow step. User groups are used when the approvers do not change. |
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Active Directory Property Group—These groups allow you to relate users to AD properties like departments and offices. Create these groups when you want to route requests based on these attributes. E.g. marketing approvers or Chicago office approvers. |
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Organizational Unit—These groups allow you to relate users to AD OUs. Create these groups when you want to route requests based on user or computer location within the AD OU hierarchy. |
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User Collection—Enables you to relate users to collections on your deployment system. Create these groups when you want to route requests based on user collection membership within your deployment system. |
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Computer Collection—Enables you to relate users to collections on your deployment system. Create these groups when you want to route requests based on computer collection membership within your deployment system. |
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From the Workflow family list, select an Approval workflow family. Approval workflow families are created and managed on the Approval Groups > Families view under Site Management. |
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Click Next. If you have selected any Group type other than User group, the Workflow Properties tab opens, where you can group the properties for the group type selected. |
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On the Workflow Properties tab, if required, use the search fields to populate the Available properties list. Then use follow the instructions to move the properties from the Available box to the Current box. |
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Click Next. The Workflow Members tab opens. |
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On the Workflow Members tab, first search for users or groups to populate the search results box. Then select a user or group and click the arrow to move it to the Selected list. |
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Click Save to create the Approval Group. |
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Under Approval Groups, click the User Groups, Property Groups, OU Groups, or Collection Groups node to view the newly created group. |
Editing an Approval Group
To edit an existing approval group, perform the following steps:
To edit a approval group:
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Under Site Management > Approval Groups, select the node containing the approval group that you want to edit: User Groups, Property Groups, OU Groups, or Collection Groups. |
Existing approval groups are listed in the right pane.
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Double-click on the approval group that you wish to edit. The Approval Group Properties dialog box for that approval group opens. |
Setting the Default Approval Group
To set the default approval group, perform the following steps:
To set the default approval group:
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Under Site Management, open the Settings > Web Site view and, open the General tab. |
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From the Default Approval Group field, select a approval group. |
The default approval group is used in the event approval is specified and no approvers are defined or you are using a dynamic approval process and the approvers could not be determined (such as if you specified manager approval and the user does not have a manager defined).
See Also
Workflows Node
Approval Groups Node