Approval Process Templates without Stages

Approval process templates may be created without any stages defined if approval for a request is not required. This is possible only for templates that allow for automatic completion of requests. Requests based on such approval templates are compulsorily analyzed for violations.

Before using a template without stages, ensure the following:

  • Self approval should be set to Manual for this template.
  • The node value for updatebypassed in the file [Install Path]\Settings\SAMIWritebackConfig.xml should be set to 'true'.
Note: For the application write-back to work for templates without stages, the following xml files should be configured before creating the approval process templates. Unless this is done, write-back to the application will be unsuccessful even if the request is completed with the status 'Approved':
Insights xml Files
Authorizations Insight for SAP SAMIWritebackConfig.xml and ApprovalOptions.xml.
Authorizations Insights for Oracle and PeopleSoft ApprovalOptions.xml.

For details, see the Configuration Settings Guide for the respective Insights.

To create an approval template without any stage:

  1. On the Approval Stages tab, delete all defined stages.
  2. Save the approval template.
    Note: In a template of this type, if the Analyze Request on creation check-box on the Options tab is not selected, the application displays an error message and you cannot create the approval template.

    If no violations are found after analysis, any further action on the request depends upon the value of the tag appupdatebeforeexit in the configuration file [Install Path]/Settings/ApprovalOptions.xml.

    • If appupdatebeforeexit is set to is set to Yes, the requested action is carried out directly in the target application.
    • If appupdatebeforeexit is set to No, the target application is not modified and the request is marked as completed. By default the value is set to No.
    Note: The change in settings will be reflected only in those requests that are created after making the changes.