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Defining Lifecycle Processes › Define an Approve Process

Define an Approve Process

The Approve Properties dialog lets you define the users and user groups who must give their approval before they can promote or move a package out of the associated state.

Note: To prevent users from changing a package while it is pending approval, we recommend that you create a state named Approve to which users can promote packages. Do not define any processes in the state that would allow users to change packages (for example, check-out for update, check-in, delete versions, and so on).

For a post-linked process to run, all packages must be approved. If the approval of any selected package fails, post-linked processes do not execute. If any of the pre-linked processes fail the approvals do not execute.

A user can reject a package when it does not meet standards. If a member of a group rejects a package, that particular user must approve the package to remove the rejection; the approval of another user in the group does not override it. If it is necessary to override a rejection, you can add a second approval process.

Follow these steps:

  1. Click the Lifecycles tab of the Administrator application, and expand the state in which you want to define the process.

    The Processes folder is listed in the workspace.

  2. Right-click the Processes folder, and select New, Approve Process from the shortcut menu.

    The Approve Properties dialog appears.

  3. Name the process and use the following fields to add approvers to the process:
    Approval Users

    Specifies all users who are responsible for approving packages. You can add one or more users to the approval list by clicking Add to open the Add Users dialog. You can delete users by selecting one or more names from the Users list, and clicking Delete.

    Approval User Groups

    Specifies all user groups who are responsible for approving packages. You can add one or more user groups to the approval list by clicking Add to open the Add User Groups dialog. You can delete user groups by selecting one or more names from the User Groups list, and clicking Delete.

    Approvers are defined for the process.

  4. Click Apply.

    Saves the process definition, but does not close the dialog.

  5. Click the Access tab and set object-level access for the process. Click OK.

    The approve process is added to the state and the process name appears in the Processes menu and in the title bar of the process execution dialog.