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Approvals

Approval configurations within workflows allow you to implement review and authorization steps for tickets, ensuring that critical changes or decisions receive proper oversight.

Approval Types​

The Service Catalog supports several types of approval configurations:

  • Single Approver: Requires approval from one designated individual
  • Multiple Approvers (Any): Requires approval from any one person from a group of potential approvers
  • Multiple Approvers (All): Requires approval from all designated approvers
  • Hierarchical Approval: Follows an approval chain where approvals must occur in a specific sequence

Configuring Approvals​

To configure an approval step in a workflow:

  1. Create a state that represents the approval stage (e.g., "Pending Approval")
  2. Configure transitions both into and out of this state
  3. For the outgoing transitions, add approval conditions specifying:
    • Who can approve (roles, groups, or specific users)
    • How many approvals are required
    • Time limits for approvals
    • Fallback actions if approvals time out

Approval Actions​

When configuring approvals, you can set up various automated actions:

  • Notification Emails: Send emails to approvers when their approval is needed
  • Reminder Notifications: Send reminders if approval is pending for a specified time
  • Escalation: Automatically escalate to alternate approvers if the primary approver doesn't respond
  • Approval History: Track and display the approval history in the ticket

Approval User Experience​

Approvers can take action on pending approvals through:

  • Email links that direct them to the approval page
  • Notifications in the ticketing console
  • A dedicated "Pending Approvals" section in their dashboard

The approval system ensures that critical changes receive proper authorization while maintaining an audit trail of the decision-making process.