Enable Special Approver

The Enable Special Approver section within the Workflow Designer feature enhances the approval process by Static and Dynamic Approval Types tailored specifically for the role of Change Managers.

This functionality offers increased flexibility in handling Change Requests, promotes transparency in approval procedures, and strengthens control over change management workflows by incorporating specialized approvers capable of responding to evolving conditions.

Prerequisite:

Configure admin form to assign Change Managers based on associated workgroups. For more information, refer to Change Manager.

Benefits:

• Enhance Flexibility in Approvals
• Improve Governance and Control
• Increase Transparency and Accountability

User Persona: Application Designer and Analyst

To configure Enable Special Approver, perform the following steps:

1. Log in to the Apex application.
    
2. Navigate to Design Studio > Module tab, select a module > Workflow Designer.
    
3. Select the required Domain and Sub Domain.
   The Domain and Sub Domain are displayed according to the privileges of the logged-in user.
   Figure: Workflow listing page
    
4. Click New from the Workflow listing page.
   The Add Workflow page is displayed.
   Figure: Add Workflow page
    
5. Enter the required details and click Yes option in the Enable Special Approver section.
   The Add Workflow page is displayed
   Figure: Add Workflow page
    
   Note: By default, the Enable Special Approver is set to No.
    
6. Select the following Approval Type from the list and click Save. 

• Static
• Dynamic

Static

Select the approvers to serve as the Change Manager for this workflow. This selection is not influenced by any predefined conditions or criteria.

 Figure: Enable Special Approver

Dynamic

The Dynamic Approval Type in the Enable Special Approver allows you to configure approvals using conditions based on Field, Operator, and Value.

Click +Add Filter Set to select field values, which populate according to the transaction table chosen from the drop-down list in the General Details tab. The Change Manager, configured in the Change Manager Admin form based on the workgroup, serves as the Special Approver for this workflow.

Figure: Dynamic

For more information on the Field, Operator and Value section, refer to Condition.