Working with Approval Requests

As a Manager, you may have to approve some executions before being released for processing. Whenever new executions are created, approval requests are automatically sent. When all requests are approved, the execution can be triggered.

As an Application Developer, you may need approval from another user or a user group to execute an Application deployment.

This page includes the following:

About Approvals

You can set up CDA to process some execution types only after they have been approved by all assigned approvers and at least one member of each approval group.

When an execution is created, CDA sends approval requests to the users with matching approval subscriptions in their user definition.

Approval subscriptions can be defined for each user and user group. An approval subscription describes the characteristics of the execution-related objects, such as the Package name or a Queue, or various characteristics for a combination of objects.

Viewing Approval Requests

The Pending Approvals button is displayed in the status bar whenever you have pending approval requests. Click it to show the list of pending requests.

Alternatively, you can see all approvals received and sent in the Approval Requests tab of the Navigator pane.

The lists display the following information:

  • Entity

    Execution name

  • Type

    Workflow Execution

  • Planned Start

    The date and time when the execution is planned to start.

  • Requested On

    The date and time on which the execution was created.

  • Requester

    Execution owner

  • Status:

    By default the list is filtered to show only the pending requests. You can select another status or can leave the filter box blank to see all requests regardless of their status. The status values are:

    • [blank] = all status values
    • Pending
    • Approved
    • Rejected
    • Revoked

Click the page icon next to the approval request to see its details. From here, you can also navigate to the Details link for one of the listed approvers to see a summary of the approver actions on that request.

You can also click the Execution name button to go to the execution details.

Viewing the Status of an Execution

You know that an execution needs approval when you create it. In the Execution list, the execution has the status Waiting for approval. You can filter the list to see if any executions need approval before they can run.

When approval requests are accepted, rejected, or revoked, as the execution owner you also receive an email notification about the status change (provided your email address is included in your user profile).

Important

Approving or Rejecting Approval Requests

Whenever a new request to approve an execution is created, you receive an email notification. The email contains a link to the Details page of your pending approvals. There you can view the details and can approve or reject the request. If you are a member of an approval group, you cannot revoke an accepted or rejected request.

Notes:

  • A CDA user with the administrator role can work with all approval requests regardless of how the approval subscriptions are defined.
  • To approve or reject an approval request, you need read permissions on all entities related to the execution (Application, Components, Workflow and so on). See Required Folder Authorizations

To Approve or Reject an Approval Request

See: Deployment Approval Requests

See also: