Automate General Approval policy process

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Automate the general approval or rejection of requests based on predefined conditions. Requests are automatically approved when the criteria are met. Otherwise, the system waits for manual approval. You can modify the default policy to include additional conditions as needed.

    Antes de Iniciar

    Role required: sn_itom_cam.cw_admin

    Por Que e Quando Desempenhar Esta Tarefa

    This procedure demonstrates how to approve or reject an account using the general account approval policy. For example, if an account request includes a predefined approval policy, this process explains how the request is approved or rejected automatically.

    Procedimento

    1. Navigate to All > Cloud Workspace > Request Policies.
    2. Select Subscription Account Creation General Approval.
    3. Customize the policy by selecting Create copy.
    4. Under the Policy builder tab, in the If condition block, make a note of the source fields against the highlighted values.
      Customizing general approval policy
      Nota:
      In this section, you’re validating two conditions:
      1. Business Application = empty
      2. Application Service = empty
    5. Select Mappings.
    6. Verify if the Document assigned is Automation Activity: General auto approval for subscription account creation.
      Nota:
      • If no document is linked, select Add and choose the General auto approval for subscription account creation document.
      • Map only one policy according to automation.
      • View or create documents in the sn_itom_cam_automation_activity.list table.
    7. Opcional: To remove auto-approval, go to the Mappings tab and delete the mapped document.

    O que Fazer Depois

    To test the policy, see .

    To publish the policy, see .

    To add a new approval step in the flow designer, see .