Defining Approval Workflows

You use the Workflow section on the Approval Profiles detail page to define the SAM approval workflows. In this section, you can identify which conditions must be met for the approval actions to be available, including the starting statuses, action owners, and additional configurable fields with matching conditions.

For example, when the status of a request is New and the logged in user is the Owner of the request, then the request can be submitted to be reviewed by their manager. When the status is Pending Approval and the logged in user is the manager of the owner of the request, then the request can either be Approved or Rejected.

The following table describes the fields in the Workflow section on the Approval Profiles detail page.

Field/Column	Description
Add (plus) button	Click this button to add new starting statuses.
Starting Statuses column	This column contains the status or statuses that the request must be in for this workflow step to apply.
Action Owners column	This column displays the role responsible for the completion of the corresponding workflow step. The logged in user must be in at least one of the roles for this workflow step to apply. The Role can either be Owner (the creator of the request), Approving Manager (the manager of the request’s creator as defined in the User administration page) or one of the roles defined in the Role administration page.
Conditions column	This column displays any additional conditions that must be met for this workflow step to apply. Click on the link to open the Workflow Steps Conditions dialog box where you can enable conditional workflows in the SAM application. For more information, see Enabling Conditional Workflows in the SAM Application.
Actions column	This column lists the actions that can be taken by the logged in user when all of the conditions defined in the previous columns have been met. Click on the link to access the Approval Profile Actions dialog box where you can modify the existing approval actions. For more information, see Setting Up Approval Profile Actions in the SAM Workflow.
Delete button	Click Delete to delete the corresponding starting status from the SAM application.

To add a new workflow row

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 profile where you want to add a new workflow row.

5. Scroll down to the Workflow section and click Add.

6. In the Starting Statuses field, select the starting statuses.

   1. Click the search (magnifier) icon next to the Starting Status field.

      The Choose Starting Statuses dialog box appears.

   2. Select one or more starting statuses from the list of available options.

   3. Click OK.

7. In the Action Owners field, select the action owners.

   1. Click the search (magnifier) icon next to the Action Owners field.

      The Choose Approvers dialog box appears.

   2. Select one or more approvers from the list of available options.

   3. Click OK.

8. Tab out of the Action Owners field.

   Locate the starting status that you just created. Notice that its condition is None and its action value is No Actions Defined.

For more information on how to enable conditional workflow in the SAM application, see Enabling Conditional Workflows in the SAM Application.

For more information on how to set up approval profile actions in the SAM application, see Setting Up Approval Profile Actions in the SAM Workflow.