Tasks and Approvals

Tasks

The Tasks tab contains the tasks configured in the template on which the release request is raised. Under Tasks, you can add, trigger, edit, organize, delete, and close tasks necessary for the release planning. In addition, you can sequence tasks by marking dependency between them.

To learn how to configure tasks, click here.

Approvals

From the Approvals tab, you can seek approval for release requests. Approvals triggered from the associated workflow are also displayed here.

You can access approvals in all stages from Approvals on the right pane of the release details page.

Role Required: SDAdmin, SDReleaseManager, or users with edit permission to the current stage.

For a structured and faster approval process, you can create multiple approval levels and add multiple approvers to each level.

Click Add Approval Level to create an approval level.
In the Add Approval pop-up, give the approval level a name, select an approval rule, add the required approvers, and save.

Approval Rule	Description
Anyone to Approve	Approval is granted if one of the approvers has approved. However, for it to be rejected, all approvers must reject it. If one of the approvers takes action, no further action is required from other approvers.
Everyone to Approve	Approval is granted only if all approvers have approved; otherwise, it is considered as rejected.
First Response Action	Approval is granted based on the first approval action by any approver.
Majority to Approve	Approval is granted only if the majority of approvers agree; otherwise, it is considered as rejected.
% to Approve	Approval is granted if the specified percentage of approvers provide approval; otherwise, it gets rejected.

To add more approvers within that stage, click Add Approvers.

Based on your permission, you can approve, reject, and delegate approvals.

To resend an approval, use the Send for Approval icon next to it.

To approve or reject your approvals, click Take Action.

Whatever approval action you take is logged in the corresponding approval records. Approval comments are displayed under the approver's name.

An approval decision cannot be reverted.

Delegate Approvals

Based on delegation settings, you can delegate approvals, revoke delegation, and act on approvals you have delegated.

You can delegate your approval to one user only.

You can delegate an approval only before any action has been taken on it.

Delegates cannot reassign the approval. They can only approve or reject it.

Click Delegate Approval next to the approval record.
Select the user to whom you want to delegate and click Delegate.

Based on delegation settings, SDChangeManagers can delegate all approvals within their scope and revoke any delegation.

After delegation, approval status changes to Delegated, and the approval will remain pending with the delegate. To cancel the delegation, click Revoke in the delegate's approval.

To notify the delegate when the delegation is revoked, SDAdmin must enable Notify backup approver when the delegated approval is revoked under Setup > Automation > Notification Rules > Other Notifications > Delegation Notifications.

You cannot delegate approvals and revoke delegations in completed stages.

The original approvers can act on approvals they have delegated if Allow original approver to take actions on delegated approvals is enabled under Setup > Automation > Delegation.

After delegation, if you act on the approval before the delegate does, status in the delegate's approval changes to Action Taken by Original Approver, and the delegate cannot take any further actions.

To know more about automating approvals, click here.