Release Manager → Implementation → Common Customizations → Customizing Approvals

Customizing Approvals

Release approvals are intended for approval boards that need to approve a train at various phases. Three approval types are provided by default: train, development, and executive.

This section explains how to modify the default approval processes in SBM Composer:

For information about approvals, refer to About Approvals, Stage Gates, and Milestones.

Changing Release Approval Types

To change names of the default release approval types:

  1. In the Release Train process app, select the Release Trains workflow from the Applications Workflows view, and then find the "post" transition that creates a release approval in the Approvals application. For example, change the name of the "Create Train Approval" transition to "Create Train Acceptance."
  2. Select the Data Design tab, and then select the field related to the approval type you want to change, and then change the name located on the General tab. For example, rename the Train Approval Required field to Train Acceptance Required.
  3. Select the Visual Design tab, and then select the Base State form. On the Actions tab, select "Form Load: Train Approval Check," click Edit, and then modify the message text in the first IF statement to match the names you provided in steps 1 and 2.
  4. Deploy the Release Train process app.
  5. In the Approvals process app, select the Data Design tab, and then select the Release Approval Type field. On the Options tab, rename the value for the approval type. For example, change the "Train Approval" value to "Train Acceptance."
  6. Select the Approvals workflow from the Applications Workflows view, and then change the name of the submit transition for the approval type. For example, change the name of the "Train Approval Submit" transition to "Train Acceptance Submit."
  7. Deploy the Approvals process app.

Disabling a Release Approval Type

Release approvals are set to required by default. Release managers can choose not to require these approval types for each train.

You can choose to set the default approvals to not required, or you can disable an approval type.

To disable a release approval type:

  1. In the Release Train process app, select the Data Design tab, and then Binary/Trinary field for the type of approval you want to disable, and then on the Attributes tab, set the default value to "No". For example, set the default value to "No" for the Dev Approval Required field.
    Note: If you want to give users the option to require an approval level at some point, you can stop here.
  2. Select the Release Trains workflow from the Applications Workflows view, and then find the "post" transition that creates a release approval in the Approvals application. Select the Disabled option on the General tab. For example, disable the "Create Development Approval" transition.
  3. Select the Visual Design tab, and then select the Base State form. On the Approvals tab, remove the transition button that corresponds to the approval type. For example, remove AddDevApprovalButton from the form.
  4. Select the Submit form, and then remove the label and control for the field associated with the approval type. For example, remove DevApprovalRequired_Labeland TrainAcceptanceRequired_Control.
  5. Deploy the Release Train process app.

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