Designing Approval Processes

If an application environment requires approvals, you must design an approval process for it.

You design processes using the process designer, where you drag process steps from a menu of steps onto the design space, configure themdefine their relationships with one another.

To create an approval process:

  1. To activate the options to create an approval process for an application environment, select the Require Approvals option for the environment. See Adding Environments to Applications.

  2. Navigate to Management > Applications > [select application].

  3. Select the Environments tab.

  4. Click the environment name for which you want to create, design, or edit an approval process and select View Details. The Approval Process button appears at the upper right of the page and the environment information indicates that approvals are required. If these do not appear on the page, see step 1.

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  5. Click Approval Process.

    The process designer for the approval process appears. Available approval steps are based on the security roles for the corresponding entities:

    • Applications

    • Components

    • Environments

  6. Expand the approval levels and drag a security role to the design area to create an approval step. Do this for each role that you want to approve process requests for this application, its components, and this environment. You can define steps for each level and role as needed.

    Any users assigned to the role on the corresponding entities, either directly or as part of a group, have permission to approve.

    Note: In versions prior to 6.1.5, DA only runs approvals for components with versions. To maintain this behavior in version 6.2.2, in the Properties dialog box select this option: Only for Components with Versions

Related Topics

Adding Environments to Applications

Approving Requests

Setting Role Membership by Product Area