Siebel Approval Manager Guide > Configuring Siebel Approval Manager >

Configuring Multiple Issue Approval Mode

This is a special request submission mode that is available within SAM. The Multiple Issue Approval allows users to submit requests for multiple issues at once if they are all in the same hierarchy.

NOTE:  The Multiple Issue Approval mode is applicable only if there is a value in the Issue Tree Open Statuses field. Otherwise, it will operate in the normal mode of submitting one issue at a time.

Identifying issues in the same hierarchy

On the Profile Admin page,

• In the Issue Tree Open Statuses field, a comma-delimited list of status values is specified that indicate an Open status with the primary issue tracking system.
• In the Issue Tree Closed Statuses field, a comma-delimited list of status values is specified that represent a Closed status.

There is a special field in an issue tracking system to hold a Parent Id that is the Id of its parent issue.

In the Create Approval Request page when an issue Id is entered, REST API connected to SAM will use the Parent Id field and find all issues in the primary issue tracking system that are in the same hierarchy and have one of the statuses defined in the Issue Tree Open Statuses field. These issues are further filtered in SAM.

For example, if there are 6 issues identified,

and if the Issue Tree Open Statuses is set to Open, Awaiting review,

in the Create Request page when the issue Id 2 is entered, then REST API connected to SAM would find all issues in that hierarchy:

• It would find issue 1 because 1 is a child of 2
• It would find issue 3 because 3 is 2's parent
• It would find issue 4 because 4 shares the same parent as 2
• It would not find issues 5 or 6 since they are not related at all to 2

So 1, 2, 3 and 4 are found by REST API. However only 1, 2 and 4 have a status value listed in Issue Tree Open Statuses, so 3 is ignored. Hence, REST API connected to SAM finds issues from 1-4, SAM filters out issue 3 and SAM shows issues, 1, 2 and 4. For more information, see REST APIs for SAM

Submitting Multiple Issues

• On the Create Approval Request page, all issues are displayed in the tree with an open status.
• Each issue is collapsed in its own section on the page.
• Only the fields that are flagged as Header on the Profile administration page are displayed in the head of the collapsed record.
• When a collapsed section is expanded, only the fields with Default View set on the Profile administration field are displayed.
• A Close button is displayed on each of the collapsed records that can be used to close that issue.
• On clicking the Close button, it allows to pick one of the status values defined in the Issue Tree Closed Statuses on the Profile administration page. After selecting a value, when the submit button is clicked, the status field of that issue tracking system record is updated to the selected closed value.
• The Refresh icon can be used to refresh the page. The closed record no longer appears on the page.
• A drop-down list is displayed for each record that will allow to specify which profile to use for that approval request since they may be different for each issue in the hierarchy.

Events after Submission for Multiple Issues

• When the approval request is submitted, SAM will submit approval requests for all of the records on the page (assuming none have validation errors).
• For each of the issues found (not including the issue that was initially entered on the page), SAM will look at its selected profile and find the available action that has the Default Submit flag set and execute that action for the request.

  NOTE:  The issue initially entered on the page is not included because, for the original issue, it will use the profile that was selected when launching this page.

• Approval requests are created for each of the issues involved and approvals are to be done individually for each issue. Multiple Issue Approval mode is only for bulk submission and not for bulk approval.