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Siebel Approval Manager Guide > Using Siebel Approval Manager >
Creating and Submitting Approval Requests
You can use the Create Approval Request page to create and submit approval requests.
Table 5. The following table describes the fields in the Create Approval Request page.
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Back button |
Click this button to return to the Home page. |
Configured buttons |
Click the appropriate button to follow the next step in your organization's configured approval workflow. |
Issue ID text box and Refresh button (two curved arrows) |
Enter an issue ID into the Issue ID text box and click the Refresh button (or tab out of the text box) to enable the SAM application to populate the issue's detailed information from the issue tracking system into the SAM system. If the data from the issue tracking system has changed since the first time it was initially populated or the data needs to be refreshed, clicking this button refreshes the information on the page. For example, when a populated field fails validation and you use the drilldown button to access the issue tracking system to fix the issue, when you came back to the SAM system, you should click this Refresh button to reload the data and remove the validation error. |
Drilldown to the issue tracking system (down arrow). |
Click this button to open the issue in its own tracking system where you can view the issue's detailed information. |
Tracking System fields (view-only) |
The values in these fields are transferred over from the issue tracking system. |
SAM internal fields (view-only) |
The values in these fields are specific to the SAM system. These values are not transferred from the issue tracking system. |
Comments field |
Use this field to add any additional comments that might help the approver or next owner. This field is configurable (may or may not be on the page) and optional. These comments will be available in the Approval History section of the page. |
Override Manager field |
Use this field to specify a different approver other than the current user's manager (as defined in the Administration \ Users page). This field is configurable (may or may not be on the page) and optional. Note that the value in this field only overrides the approver where the approver is set to Approving Manager (as opposed to a different role). |
SCM Details section |
Use this section to add the SCM entries to identify the SCM location(s) of the changes that are involved in the approval request. |
Approval History section |
This section displays the approval history of the request, including the date and time of each approval, the user who approved the request, and so on. |
NOTE: The Back button along with any configured action buttons are available when the status of the approval request is New.
To create an approval request
- From the SAM Home page, select a profile from the Create New Approval Request drop-down list.
- Click the Create button.
The Create Approval Request page appears. The Back button is displayed along with other action buttons that are configured for new requests.
- Enter an existing unique identifier from your issue tracking system and click the Enter key on your keyboard.
The field values are populated using the information from the tracking system (the review sources such as the Bugzilla, Jira, and so on). For example, if you enter a Bugzilla bug ID from the Bugzilla system, all detailed information of that bug is displayed in the Create Approval Request page.
NOTE: If a field has been configured for validation, it is displayed with a checkmark (in green) if its value is valid or it is displayed with an alert symbol (in red) if its value is not valid.
- Correct any validation errors in the tracking system and click the Refresh button to repopulate the data.
- Optionally, enter a name of an approver to send the approval request directly to that approver instead of the current user's manager (as defined in the Administration \ Users page) if the approving manager is specified as an approver for the current profile.
- Use the SCM Details section to add the source code locations for the changes that are involved in the approval request.
NOTE: This step is optional or required depending on how the approval profile is configured. If an action (for example, Submit) is configured with the Validate SCM option selected, then that action button is disabled when there is not at least one validated SCM entry in an approval request. If another action (for example, Save Draft) is configured with the Validate SCM option cleared, then this is an optional step.
- Click the Add button on the SCM Details section.
- Select an appropriate SCM system from the SCM Profile drop-down list.
- Enter the source value (such as ClearCase private branch or Workspace name) and click the Validate button.
The Validation dialog box appears.
- Click the OK button on the Validation dialog box to validate the source value and return to the Create Approval Request page.
The Validation Results column displays a link that you can click to access and view the validation results.
- Optionally, repeat steps Step a through Step d to add another SCM entry.
NOTE: You can add multiple SCM entries if needed.
- Click one of the available action buttons.
The request is sent to the next reviewer(s) in the approval workflow. Email notifications are also sent to these reviewer(s) if email notification is configured in the SAM application.
- Return to the SAM Home page to view the approval status of the submitted request.
The status is changed to the next status in the approval workflow.
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