Integrating with CA Process Automation › How to Set Up Rules, Actions, and Processes for Approval and Fulfillment › CA Process Automation-Driven Approval › Approval Rule, Condition, and CA Process Automation Action

Approval Rule, Condition, and CA Process Automation Action

The approval-related rule is associated with the Request/Subscription Item Change event. This event is launched when any service option element in any service in a request changes.

Because approvals are done at the service level, you must assign a rule to "act on" the status changes for every service in a request. You specify the conditions in the rule to help ensure that the rule actions are performed only for the first service option element in the first row of the first service option group in each service in the request. Thus, the rule launches only once for each service, regardless of the number of service options and service option elements in the service.

There is one rule associated with the approval process, as follows:

When Status is Submitted and Approval Process is driven by Workflow

This rule is launched when a user submits a request and the following conditions are satisfied. The rule conditions help ensure that the rule is launched only when the user submits a request and the service approval is to be driven by a workflow.

• 100 <= old status < 200 - The old status is in the not submitted range
• 200 <= new status < 400 - The new status is in the submitted range
• approval_process = 2 - The approval process for the service is workflow-driven approval
• sd_row = 1 - This service option element is the first service option element in the service
• rate_item_col = 0 - This service option element is the first service option element in its row of service option elements

Note: This rule is launched regardless of the category of any of the service option elements in a service.

Define a CA Process Automation action for approval and associate it with this rule.

This action uses the following values:

• Type – CA Process Automation
• Start Request Form (SRF) – click the Search icon and select your approval SRF from the list
• Configuration Name – All the CA Process Automation multiple instances are listed. Select the CA Process Automation to create the process instance.
• Parameters – When you select an SRF, the required input parameters are automatically listed. Either enter one or more custom values or select one or more values from the list.

The action launches the SRF, passing the information necessary to assign an approval task to the approvers defined in your CA Process Automation approval process. Typically, you use the CA Process Automation process called by the SRF to set the status of the requested item to Pending Approval (400).