Approval settings allow you to define approval configurations for requests, changes, and releases and automate the approval process.
Role Required: SDAdmin
- Go to Setup > General Settings > Approval Settings.
- Use the module drop-down to select your preferred module. Configure the following options per your requirements:
- Select if you want to mandate approval comments.
- Select if you want to notify pending approvers when no one has acted on the approval.
- Select if you want to automatically approve if the requester is the approver.
- Select if you want to automatically approve if the same approver has approved in the previous stages.
Approval Process Settings
Requests
Configure how a request behaves during the approval process, including status and timer updates while awaiting approval, after approval or when the approval is rejected.
- The timer can be paused for requests pending approval to minimize SLA violations. Select the request status from the drop-down for which the timer must be stopped.
- After the request is approved, you can choose to start the timer and update the request status. Select the request status from the drop-down.
- If the request is rejected, you can move the request to any of the completed statuses. Select the status from the drop-down.
- Select if you want to restart the approval process for a service request after the resource in the service request is updated.
Problems
Configure how approval notifications are triggered for problems:
Instantly at approval level creation
- Approval notifications are triggered automatically as soon as approval levels are created.
- Approval notifications are sent regardless of whether the previous approval levels are approved or denied.
Automatically based on previous approval level
- Notifications are automatically triggered only after all previous approval levels are approved.
Manually based on previous approval level
- Approval notifications can be sent manually only after all previous approval levels are approved. If any previous approval level is denied, sending the approval notification will be restricted.