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Approvals in Digital Portfolio Management / Service Builder

Alan Prochaska
Tera Expert

Is there any guidance on configuring approvals with Service Builder in Digital Portfolio Management?

 

If a user is making a change to a service or offering, we want to route an approval record to the governing body for review and approval.  We'd imagine this would happen between pressing the Submit button in Service Builder and the service showing updated in DPM.

 

Thanks for any help.

1 REPLY 1

AndersBGS
Tera Patron

Hi @Alan Prochaska ,

 

If you look in workflow studio, there comes 2 subflows OOTB for service builder. This needs to be activated to ensure approval and can be customized according to your needs. 

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/