Approval handling using the Microsoft Teams Approval app
First-time use
As soon as the app is installed and all necessary administration tasks have been fulfilled, it needs to be connected to the Matrix42 Enterprise Service Management solution by providing the Self Service Portal URL.
If you operate multiple ESM systems but only have one Microsoft/Teams tenant, the correct system for the user can be identified by the URL.
Log in to the app is possible using credentials from either AD or AAD, as long as the Teams users belong to the same login context.
* The Microsoft Teams Approval app is designed to use Single Sign On (SSO). In case SSO is not available, valid logon credentials to the Matrix42 Enterprise Service Management solution need to be provided.
View options
The application supports tabs and different view styles explained below.
Status based tabs
Available tabs for different approval provide filtering for
- Pending
- Approved
- Declined
approvals. A general tab to show all approvals regardless of the state
View options
Two view options are available.
List view
Card view
Depending on the window size that list view will change into a card view.
More details are available by clicking on the line item or card; those details are shown in a modal window which as well supported the 'Approve' and 'Decline' options.
Each of the view options features the functionality to get access to service forms (Additional Information) or the request itself by clicking on the order number or the 'View in Self Service Portal' button.
Approval handling
Approvals can be executed either directly from the list or card view or by clicking the item to get the details dialog.
Approve / Decline buttons will show up for the list and card view in case they have not already been approved or declined.
In case the approval is done directly from the list a generic comment will be added. The detail view needs to be used to add specific comments.
Currently, only approvals of single-service requests are supported. For any other request, a button will show up to directly access the item in the Self Service Portal.
Version 1 does not support the approval comment configuration from the global Service Catalog settings.