Components installed with Advanced Approval Management
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Summary of Components installed with Advanced Approval Management
The Advanced Approval Management plugin installs various components in ServiceNow to support comprehensive approval workflows. These components include tables that store approval data, scheduled jobs to manage reminders, and roles that control access and permissions for managing and interacting with approvals.
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Installed Roles
- Approval rule admin: Full management of approval workflows including creation, update, and deletion of approval configurations, chains, trigger conditions, rules, and users/groups.
- Approval rule writer: Can create, update, and view approval configurations and related items but cannot delete them.
- Approval rule viewer: View-only access to approval configurations, chains, conditions, rules, and users/groups.
- Approval request approver: Can view approval steps and approve requests assigned to them.
- Approval request writer: Permission to create and view approval requests.
- Approval request submitter: Can submit approval requests but cannot modify, recall, or view the workflow interface.
- Approval request viewer: View access to approval requests.
Scheduled Jobs
- Approval Reminder Daily Processor: Sends daily reminders to approvers to take action on pending approval requests.
Tables Installed
- Approval Configurations: Stores details of approval workflow entities (e.g., quotes requiring approval).
- Approval Trigger Conditions: Defines conditions that trigger approval requests, linked to approval rules.
- Approval Rules: Contains one or more rules defining steps in the approval process, supporting multiple users/groups and dynamic approvers determined at runtime.
- Approval Chains: Organizes approval rules to run sequentially or in parallel as part of the approval process.
- Approval Users and Approval Groups: Lists of users and groups eligible to approve requests.
- Approval Reminders and Approval Rule Reminders: Define reminder durations for workflows and individual rules.
- Approval Requests: Records created when an approval request is submitted.
- Approval Steps: Records representing individual approval steps for each request, linked to rules, conditions, and chains; extended from the Task table.
Practical Benefits for ServiceNow Customers
Activating Advanced Approval Management equips your instance with a flexible, role-based approval framework. It enables detailed configuration and control of multi-step approval processes, dynamic assignment of approvers, and automated reminders. This structure supports improved governance and efficiency in managing approvals across your 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] |
Submits 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. |