Configure automatic status change for approvals

You can configure Approvals to change status automatically according to the percentage of approvers who accept or reject the Approval.

In triggerswebplatform.xml, the EvaluateApprovalTrigger trigger defines when an Approval changes from its original status (open) to one of the final statuses (either approved or rejected).

In the trigger, you can set the validation parameter to any number from 0 to 1. This number determines the percentage of approvers who must approve the Approval for the status to change to approved. If this condition cannot be met, the status of the Approval automatically changes to rejected.

Suppose you set validation to 0.75. 75 percent of approvers must approve for the Approval to change to approved. If less than 75 percent approve, the Approval changes to rejected. It is not necessary for all assigned approvers to complete the approval to trigger the automatic status change.

Note: You can also comment out the trigger to disable the automatic status change of approval objects.

Configure automatic status change for approvals:

  1. In the TEXTML Administration perspective, connect to your server.
  2. In the repository's /system/conf collection, locate the triggerswebplatform.xml file.
  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 validation parameter to any number from 0 to 1.
    For example:
    • 1 = 100 percent of approvers
    • 0.75 = 75 percent of approvers
    • 0.5 = 50 percent of approvers
  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.