Advanced Approval Management release notes
The ServiceNow® Advanced Approval Management application enables you to define workflows for approving Sales and Order Management entities, such as customer quotes. Advanced Approval Management is a new application in the Australia release.
Advanced Approval Management highlights for the Australia release
- Create approval workflows that specify appropriate approvers and define the approval steps within a workflow.
- Automate the approval workflow by setting conditions that automatically trigger the approval process and route approvals to designated approvers.
- Provide sales teams with visibility into the approval process so that they can monitor approval status, review approver comments, and track assignment and completion dates throughout the approval cycle.
- Provide approvers with multi-channel approval options, for example using email, the mobile app, or the CSM Configurable Workspace to approve approval requests.
- Set up automated email and push notifications to inform and remind approvers and sales agents of requested approvals and their status.
See Advanced Approval Management for more information.
Advanced Approval Management features
- Flexible approval configurations
- Build workflows that enable sequential approvals, parallel (simultaneous) approvals, or a coFmbination of both.
- Define workflow approval steps and optional chains that progress through multiple approval levels based on rule evaluations.
- Set the approval order using combinations of levels, roles, and conditions.
- Define approval users and groups.
- Control the consolidation of approval requests for approvers when multiple conditions and sequences exist on the same approval request.
- Intelligent routing rules and smart reapprovals
- Automatically trigger approvals by setting conditions based on items such as discount percentage, deal size, and margin thresholds. Configure thresholds and conditions so the approval workflow skips approved steps that have already been approved if the underlying conditions haven't changed.
- Automated notifications of approval status
- Inform sales agents and approvers of the status for approval items moving through the approval workflow by setting up notifications. Customize email templates for assignment, reminders, escalation, and cancellation scenarios.
- Flexible submission for approval requests
- Before submitting requests for approval, see required approvals, approver names, approval reasons, and sequencing by creating and previewing approval requests. You can recall approval requests for changes and resubmit them.
- Real-time status tracking and approval history
- Monitor approval progress and access an audit trail with detailed status for each approval step including assigned approvers, actual approvers (for completed steps), approval comments, and assignment and completion timestamps.
- Approval management
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- Accept or reject approvals using multiple channels, such as email, push notifications, the CSM Configurable Workspace, or approval centers, such as My Approvals in the ServiceNow AI Platform®.
- Assign backup approvers with date-specific coverage periods for seamless continuity of the approval process.
Activation information
Install Advanced Approval Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Plugin information
- New plugins
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The following plugin is new in Australia:
Advanced Approval Management (com.sn_adv_appr_mgmt): Create workflows for approving entities such as customer quotes submitted by sales agents.