What are Approval Mirroring?

Moveworks Approvals Mirroring allows your users to be able to poll and manage their approvals from their external systems — natively in-chat via natural language where the user can take action on it. Refer to Approvals Overview

Overview of the Approvals Module

This module breaks down the hierarchy in which approval configurations are structured within Moveworks. Admins can leverage this hierarchy to configure and manage approvals and fine tune them to their requirement.

1. Plugin Settings: This is the top most layer of configuration, any configuration made here will affect all approval-related functions within Moveworks across all the different systems it's connected with. Here, you establish the base rules and behaviors that apply universally to all system approvals, unless specified otherwise in the narrower configurations.

2. Approval Settings: This level provides system-specific configurations for Approvals. Each external system integrated with Moveworks—be it a ticketing platform, a human resources management system, or a project management tool—can have its own unique set of rules and behaviors for Approvals based on this layer.
   In this step, you need to adjust three key components:

   1. Approval Card Behaviour: This controls how approval requests are presented to users, affecting the layout and interactivity of the approval cards. Admin's can define the buttons which should be provided to the user when they are notified of an Approval.
   2. Approval Filters: These are the most important controls for Approvals which specify the criteria or conditions under which an item will be considered for approval polling and notification, defining the conditions helps provide control over exactly what kinds of approval requests should get processed and notified to users.
   3. Data Mappers: These define how data from the external system should be interpreted or transformed within Moveworks. They function like translators, ensuring that data retains its meaning and integrity when being handled by Moveworks.

3. Advanced Settings: This is the most granular layer of configuration, allowing you to tailor the settings down to individual resources within each integrated system. If for some resources you need rules that are exceptions to what's been defined in the global and connector-specific settings, this is the place to specify them. For example, one particular distribution list might require a unique approval process different from others, and this can be defined here.

Configuring Approvals

In order to configure the Approvals at the necessary layers, please refer the below Guides for setting them up with the default configurations.

Configure Plugin Settings

Configure Approval Settings

Configure Advanced Settings