Configure automatic status change for approvals

You can configure the Approvals feature to automatically change status according to the percentage of approvers who accept or reject an object in the Approval cycle.

In triggerswebplatform.xml, the EvaluateApprovalTrigger trigger defines when an object in the Approval cycle changes from its original open status to a final status, such as approved or rejected.

Note: You can set the validation parameter trigger to any number from 0 to 1. This value sets the percentage of approvers required for changing the object's status to approved.

Suppose you set validation to 0.75. That establishes the percentage of approvals required for an object in the Approval cycle to change to the approved status as 75 percent. If less than 75 percent of the assigned approvers approve of the object, the Approval changes to rejected.

Note: It is not necessary for all assigned approvers to complete the approval to trigger the automatic status change.
Tip: You can also comment out the trigger to disable the automatic status change of objects with an Approval status.

To 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 the Approvals feature automatic status change.
    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 value between 0 and 1.
    Sample values that set the parameter are:
    • 1.00 = 100 percent of approvers that approve an object
    • 0.75 = 75 percent of approvers that approve an object
    • 0.50 = 50 percent of approvers that approve an object
    • 0.25 = 25 percent of approvers that approve an object
  7. Save, close, and check in the file.
  8. Inform users of the changes.
    The changes are automatically applied, once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIA CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIA CCMS Web so that users see the change reflected there.