Automate Budget Approval policy process

  • Release version: Yokohama
  • Updated September 26, 2024
  • 1 minute to read

    • Automate finance approvals for Cloud Account Management requests based on predefined conditions. Approve requests automatically when criteria are met. Otherwise, wait for manual approval. Modify the default policy to include additional conditions as necessary.

    Before you begin

    Role required: sn_itom_cam.cw_admin

    About this task

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

    Procedure

    1. Navigate to All > Cloud Workspace > Request Policies.
    2. Select Subscription Account Creation Budget 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 budget approval policy
      Note:
      In this section, you're validating two conditions:
      1. Environment = Development
      2. Monthly budget <= 500
      1. Environment = Development or Test
      2. Monthly budget = > 5000
    5. Select Mappings.
    6. Verify if the Document is assigned to Automation Activity: Finance auto approval for subscription account creation.
      Note:
      • If no document is linked, select Add and choose the Finance 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. Optional: To remove auto-approval, go to the Mappings tab and delete the mapped document.

    What to do next

    To test the policy, see Test updates to a PaCE policy version.

    To publish the policy, see Publish a PaCE policy version.

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