Designing Approval Processes

If an application environment requires approvals, you must design an approval process for it. You use the process editor to design the process. The process editor is a graphical editor that enables you to drag process steps from a menu of steps onto the design space and configure them immediately. As you place additional steps, you visually define their relationships with one another.

To create an approval process:

  1. To activate the options to create an approval process for an application environment, you must first select the Require Approvals option for the environment. See Adding Environments to Applications.
  2. Navigate to Management > Applications > [selected application].
  3. Click the environment name for which you want to create, design, or edit an approval process and then 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 as shown in the following figure, see Step 1.


  4. Click the Approval Process button.

    The process designer for the approval process appears as shown in the following figure.


  5. Select the steps that need approval. The steps are based on process type and the role of the approver, such as admin, approver, and config. You can select from the following process types:
    • Application

    • Component

    • Environment