Components installed with Advanced Approval Management
Summarize
Summary of Components installed with Advanced Approval Management
Activating the Advanced Approval Management plugin in ServiceNow installs multiple components that support enhanced approval workflows. These include specific user roles, scheduled jobs, and custom tables that collectively enable detailed configuration, management, and execution of approval processes.
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Roles Installed
The plugin provides a range of user roles tailored to different approval management responsibilities:
- Approval rule admin: Full control over approval workflows, including creation, updating, and deletion of approval configurations, chains, rules, and user/group assignments.
- Approval rule writer: Can create and update approval configurations and rules but cannot delete them.
- Approval rule viewer: Read-only access to view approval configurations and rules.
- Approval request approver: Authorized to view and act upon approval steps assigned to them.
- Approval request writer: Can create and view approval requests.
- Approval request submitter: Can submit approval requests but cannot modify, recall, or view the approval workflow interface.
- Approval request viewer: Can view approval requests and their status.
Scheduled Jobs Installed
The plugin installs a scheduled job called Approval Reminder Daily Processor which automates the sending of reminders to approvers, prompting them to accept or reject pending approval requests.
Tables Installed
A comprehensive set of tables is installed to support the approval management framework:
- Approval Configurations: Defines entities requiring approval, such as quotes.
- Approval Trigger Conditions: Specifies criteria that trigger approval requests and map to approval rules.
- Approval Rules: Defines approval steps, including multiple users/groups or dynamic approvers determined at runtime.
- Approval Chains: Organizes approval rules into sequences that can run sequentially or in parallel.
- Approval Users and Approval Groups: Lists of users and groups authorized to approve requests.
- Approval Reminders and Approval Rule Reminders: Configurations for reminder intervals at the workflow and rule levels.
- Approval Requests: Records generated when an approval request is submitted.
- Approval Steps: Detailed records of approval steps linked to requests, rules, conditions, and chains; extends the Task table.
Practical Benefits
By leveraging these components, ServiceNow customers can build sophisticated, configurable approval workflows with role-based access, automated reminders, and flexible approval routing. This setup enhances governance, accountability, and efficiency in approval processes across their organization.
Several types of components are installed with activation of the Advanced Approval Management plugin, including tables, scheduled jobs, and user roles.
Roles installed
| Role title [name] | Description | Contains roles |
|---|---|---|
| Approval rule admin [sn_adv_appr_mgmt.approval_rule_admin] |
Manages all aspects of approval workflows. Creates, updates, and deletes approval configurations, chains, approval trigger conditions, approval rules, and approval users and groups. | sn_adv_appr_mgmt.approval_rule_writer |
| Approval rule writer [sn_adv_appr_mgmt.approval_rule_writer] |
Creates, updates, and views approval configurations, approval chains, approval trigger conditions, approval rules, and approval users and groups. An approval rule writer can't delete approval-related items. | sn_adv_appr_mgmt.approval_rule_viewer |
| Approval rule viewer [sn_adv_appr_mgmt.approval_rule_viewer] |
Views approval configurations, approval chains, approval trigger conditions, approval rules, and approval users and groups. | None |
| Approval request approver [sn_adv_appr_mgmt.approval_request_approver] |
Views approval steps and approves approval requests for which they are an approver. |
|
| Approval request writer [sn_adv_appr_mgmt.approval_request_writer] |
Creates and views approval requests. | [sn_adv_appr_mgmt.approval_request_viewer] |
| Approval request submitter [sn_adv_appr_mgmt.approval_request_submitter] |
Submit only requests for approval. Requesters with this role can submit approval requests but can't change or recall the request, nor view the approval workflow interface. | [sn_adv_appr_mgmt.approval_rule_viewer] |
| Approval request viewer [sn_adv_appr_mgmt.approval_request_viewer] |
Views approval requests. | sn_adv_appr_mgmt.approval_rule_viewer |
Scheduled jobs installed
| Scheduled job | Description |
|---|---|
|
Approval Reminder Daily Processor |
Sends reminders to approvers to accept or reject an approval request. |
Tables installed
| Table | Description |
|---|---|
| Approval Configurations [sn_adv_appr_mgmt_approval_configuration] |
Details of an approval workflow entity, for example quotes that need approvals. |
| Approval Trigger Conditions [sn_adv_appr_mgmt_approval_trigger_condition] |
Conditions that trigger one or more approval requests. Conditions map to one or more approval rules. |
| Approval Rules [sn_adv_appr_mgmt_approval_rule] |
One or more approval rules associated to an approval trigger condition. Rules define steps in an approval process. A rule can have:
|
| Approval Chains [sn_adv_appr_mgmt_approval_chain] |
A group of approval rules that run in a specified order sequentially. A chain can run one or more rules in sequence. Chains can run in parallel or sequentially. |
| Approval Users [sn_adv_appr_mgmt_approval_user] |
A list of users who can approve requests. |
| Approval Groups [sn_adv_appr_mgmt_approval_group] |
A list of groups that can approve requests. |
| Approval Reminders [sn_adv_appr_mgmt_approval_reminder] |
A list of reminder durations for an approval workflow entity. |
| Approval Rule Reminders [sn_adv_appr_mgmt_approval_rule_reminder] |
A list of reminder durations for approval rules. |
| Approval Requests [sn_adv_appr_mgmt_approval_request] |
The approval request records created when an approval request is submitted. |
| Approval Steps [sn_adv_appr_mgmt_approval_step] |
The approval step records created for an approval request. The records contain the relevant approval rules, conditions, and chain details defined for an approval configuration. The Approval Steps table is extended from the Task [task] table. |