You cannot modify an active or inactive approval policy. You must create a copy of the original policy and replace the policy that is not producing the required results. Active and inactive approval policies are read-only. You can modify approval polices that are in a draft state.

Before you begin

Log in to the vRealize Automation console as a tenant administrator or approval administrator.

About this task

When you make the copy of the approval policy, the new policy is based on the original policy type. You can edit all of the attributes except the policy type. You do this when you want to modify the approval levels to modify, add, or remove levels, or to add system or custom properties to the forms.

You can create pre-approval and post-approval levels. For instructions about creating an approval level, see Create an Approval Level.

Procedure

  1. Select Administration > Approval Policies.
  2. Select the row of the approval policy to copy.
  3. Click the Copy icon (Copy).

    A copy of the approval policy is created.

  4. Select the new approval policy to edit.
  5. Enter a name in the Name text box.
  6. (Optional) : Enter a description in the Description text box.
  7. Select the state of the policy from the Status drop-down menu.

    Option

    Description

    Draft

    Saves the approval policy in an editable state.

    Active

    Saves the approval policy in a read-only state that you can use in an entitlement.

    Inactive

    Saves the approval policy in a read-only state that you cannot use in an entitlement until you activate the policy.

  8. Edit the pre-approval and post-approval levels.
  9. Click OK.

Results

You created a new approval policy based on an existing approval policy.

What to do next

Apply the new approval policy in an entitlement. See Entitle Users to Services, Catalog Items, and Actions.