Configure automatic status change for Approvals

You can configure the Approvals feature to automatically change status based on the percentage of Approvers who accept or reject an Approval.

About this task

When a specified percentage of the assigned Approvers approve an Approval, CCMS Web can automatically move the Approval to approved. Likewise, if the specified percentage does not approve (that is, rejects) the Approval, CCMS Web can automatically move it to rejected.

This automatic movement is controlled by the EvaluateApprovalTrigger in triggerswebplatform.xml. In that trigger, you can specify the minimum percentage of Approvers who must approve in order to move the Approval to approved. The percentage is expressed as a decimal.

It is not necessary for all assigned Approvers to complete the Approval to trigger the automatic status change. If four Approvers are assigned and the percentage is set to .25, then it is sufficient if only one Approver completes and approves the Approval. The other three do not need to complete the Approval at all.

Tip: To completely disable the automatic status change of Approvals, comment out the EvaluateApprovalTrigger trigger.

Procedure

  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 EvaluateApprovalTrigger trigger.
    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, expressed as a decimal.

    For example, to require that all assigned Approvers must approve to move the Approval to approved, set the value to 1.00. To require that half the assigned Approvers must approve to move the Approval to approved, set the value to .50

  7. Save, close, and check in the file.
  8. Notify users to synchronize the configuration or restart CCMS Desktop.
  9. Refresh the Web Server