Configure automatic status change for approvals

Approval objects can be configured to change status automatically according to the percentage of approvers who accept or reject the document.

In triggerswebplatform.xml, the trigger EvaluateApprovalTrigger defines the conditions in which the approval object changes status automatically from its original status, open, to a final status, approved or rejected.

In the trigger code, the parameter validation is set to a number from 0 to 1. This number corresponds to the percentage of approvers who must approve the document in order for the status of the approval to change to approved. If this condition is not met, the status of the approval changes automatically to rejected. For example, if validation is set to 0.75, 75 percent of approvers must approve the document for the approval to move to approved; if less than 75 percent approve the document, the approval moves to rejected.

It is not necessary for all assigned approvers to complete the approval in order to enable the automatic status change.

The trigger can be commented out in order to disable the automatic status change of approval objects.

  1. In the TEXTML Administration perspective, connect to your server.
  2. Locate the triggerswebplatform.xml file in the repository's /system/conf collection.
  3. Check out the file and open it for editing.
  4. Locate the trigger for automatic status change for approvals. The default trigger is active and configured as follows: 
    <class applyOn="ApproveOrRejectApproval" className="com.ixiasoft.application.command.triggers.EvaluateApprovalTrigger">
   <parameters>
      <param name="acceptedStatus" value="Authoring:approved"/>
      <param name="rejectedStatus" value="Authoring:rejected"/>
      <param name="validation" value="0.75"/>
   </parameters>
</class>
  5. Verify that the values for the parameters acceptedStatus and rejectedStatus correspond to existing statuses in approval_status.xml.
  6. Set the parameter validation to a number from 0 to 1.
  7. Save, close, and check in the file.
  8. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web so that users will see the change reflected there.