Now that Record Types are defined in the Records Management Policy we can create Route Templates for those records. Route Templates contain the approval tasks required to approve a record. When a record is routed for approval Vera uses the Route Template to create an approval route for the record that was routed for approval. We will build an Approval Policy with one Route Template for all Record Types defined in the Records Management Policy. In later sections we will create additional Route Templates to meet specific approval requirements.

Create JSON File

Below we will create an Approval Policy and define Approval Routes for qTest Record Types: qTest Test Case, Automated Test Case, and qTest Test Run.

1. Create a new JSON file and add a Revision number, Version number, and Schema. Save the file as VeraAPTutorial-part1.json:

   { "Revision": "1", "Approval Policy": { "Version": "Vera Tutorial 1", "Schema": { "ID": "http://tx3services.com/schemas/0/0/approval-policy.json", "Major": "0", "Minor": "0" } }

    

Create Approval Groups

Approval Groups are a list of approval roles that will be used later as Approval Tasks in the Approval Routes.

1. Add the Approval Groups Business, Technical, and Quality:

       "Approval Groups": [ "Business", "Technical", "Quality" ]

   Here is the updated Approval Policy with above code block:

   { "Revision": "1", "Approval Policy": { "Version": "Vera Tutorial 1", "Schema": { "ID": "http://tx3services.com/schemas/0/0/approval-policy.json", "Major": "0", "Minor": "0" },   "Approval Groups": [ "Business", "Technical", "Quality" ] } }

Create Route Template

Route Templates define the approval tasks and approval order. Record Types and Constraints are used to associate a Route Template to one or more Record Types. We will create a Default Approval Template for qTest records.

1. Add a Route Template Name as Default Approval:

   Here is the updated Approval Policy with above code block:

2. Add a Rank to the Route Template. Rank determines the order Route Templates are evaluated when a Record is routed for approval. Mutually exclusive Route Templates that do not have overlapping Record Types or Constraints can have the same Rank. Later, when we add additional Route Templates, we will use Rank to ensure Route Templates are evaluated in the correct order to ensure the correct Route Template is matched to the Record. Set Rank to a value of 1:

   Here is the updated Approval Policy with above code block:

3. Add an optional element, Prevent Author Approval. When this option is set to true the qTest Test Case or qTest Test Run Author is not authorized to approve the record even if they have the correct approval role. The Author was defined in the Records Management Policy in the previous sections. Add Prevent Author Approval and set to true:

   Here is the updated Approval Policy with above code block:

4. Add the Record Types to the Route Template. The Record Types are defined in the Records Management Policy. Enter the Record Types that should be associated with the Route Template. We will add qTest Test Case, Automated Test Case, and qTest Test Run Record Types:

   Here is the updated Approval Policy with above code block:

5. Add Constraints to the Route Template. Right now we only have one Route Template in the Approval Policy which will be used for all Record Types so there are no constraints.

   Here is the updated Approval Policy with above code block:

6. Add Levels to the Route Template. Levels contain one or more approval levels with one or more Approvers. The Approvers are defined in the Approval Groups element of the Approval Policy. We recommend using Level # pattern for Levels. Approvers in the same Level can complete their approval tasks in any order. All approvals must be completed before Approvers in subsequent Levels can be completed. The Default Approver route template will have three Approvers: Technical and Business can approve in any order, then after that there is a Quality Approver on Level 2:

   Here is the updated Approval Policy with above code block:

Now we have an Approval Policy configured for qTest integration. The completed JSON file with the Default Approval Route Template can be downloaded here:

Open