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Attaching an Approval Workflow to a Catalog Item

Approval workflows, which are applied to catalog items, define how a request will be routed for review. In each step of an approval workflow, a user or group reviews the request. Workflows are defined and listed on the Workflows View , which is opened by selecting Workflows under Site Management on the Admin tab.

In this section, you will learn how to attach an approval workflow to a catalog item.

note

For information on creating an approval workflow, see Managing Approval Workflows.

To attach an approval workflow to a catalog item, perform the following steps:

To attach an approval workflow to a catalog item:

  1. Open the Admin tab.
  2. Under Catalog Management > Current Catalog Items , select the group that contains the catalog item you want to attach a workflow to. The catalog item is listed in the right pane.
  3. Double-click the catalog item. The General > Global tab of the catalog item’s properties dialog box opens
  4. Under Approval Options , select the Require Approval for Install? option.
  5. Open the Approval Process tab and make sure that the Workflow subtab is selected.
  6. Click Add Workflow . A pop-up dialog box opens, prompting you to select a workflow.
  7. From the Select a workflow to add list, select a workflow and click Add Selected Workflows . The workflow is now listed on the Workflow subtab of the Approval Process tab.
  8. To view a simulation of the approval process for this catalog item, open the Simulate subtab.
  9. In the Enter a user ID in Domain\name format or a computer name field, enter your domain and user name and then click Show approval process . The levels in the selected approval workflow are listed:
  10. Close the Catalog Item Properties dialog box.