Siebel Approval Manager Guide > Configuring Siebel Approval Manager > Configuring Approval Profiles >

Creating New Approval Profiles

You can use the Approval Profiles detail page to create an approval profile that will be used to identify which fields are displayed on the Approval Request page. You can also use this page to define the approval workflow and map which software configuration systems are used in the approval profiles.

You can define the following options for an approval profile:

• Profile names.

  The names that are displayed in the Create Approval Request drop-down list on the Home page.

• Specific issue tracking system.

  For example, Bugzilla or Jira.

• Set of fields that are identified to populate the data from the issue tracking system along with what their display labels, display order, and acceptable (valid) values.
• A set of allowed software configuration connectors for this specific source.

  For example, ClearCase, SVN, or Workspaces.

• A specific set of approval workflow steps and approval workflow.

To create a new approval profile

1. From the SAM Home page, select the Main Menu button.
2. Select the Administration option.
3. Select the Approval Profiles option from the Administration drop-down list.

   The Approval Profiles page appears.

4. Click the Add button in the Approval Profiles page.
5. In the Profile Name field, enter the name for the new approval profile.

   NOTE:  Each approval profile must have a unique name.

6. Select the Active option to activate the approval profile.

   Note that only active profiles can be used to create approval requests.

7. Click the search (magnifier) icon next to the Issue Tracking Systems field.
8. Select one or more issue tracking systems from the list of available options.

   NOTE:  If multiple issue tracking systems are chosen, they must share a common unique key.

9. Click the OK button.
10. Click the search icon next to the Primary Tracking System field.
11. Select one primary tracking system from the list of available options, which are displayed based on your selection in the Issue Tracking Systems field.

    For example, if Bugzilla and a Code Review system are chosen, then Bugzilla is the primary issue tracking system and the Bugzilla Bug number (#) field would be the unique key for both Bugzilla and the Code Review system.

12. Optionally, enter the values in the Issue Tree Open Statuses field and the Issue Tree Closed statuses field.
    • Issue Tree Open Statuses: Specifies a comma-delimited list of status values that indicate an Open status with the primary issue tracking system.
    • Issue Tree Closed Statuses: Specifies a comma-delimited list of status values that represent a Closed status.
13. Click the search icon next to the SCM System(s) field and select one or more SCM systems from the list of available options.
14. Click the OK button.
15. Click the Save button.

    The Fields and Workflow sections are active and available after you save the approval profile. The newly created approval profile is listed under the Create New Approval Request drop-down list on the SAM Home page if the profile is Active.

    For more information on the Fields section, see following section.