This is the early access documentation preview for Custom Views. This documentation might not be in sync with our official documentation.

Approval Flows

This feature is part of Composable Commerce for B2B and will be subject to additional terms and pricing.

Approval Flows represent the entire approval process for an Order within a Business Unit and contain information about the status of approvals, rejections, and the Associates involved in the process.

Approval Flows are automatically generated when a new Order matches any defined Approval Rules.

An Approval Flow, along with its corresponding Order, achieves full approval once all necessary approvers, as per individual rule approver hierarchies, from all its Approval Rules, give their approval. However, a single instance of rejection will lead to the rejection of the entire Approval Flow.

Representations

ApprovalFlow

ApprovalFlowPagedQueryResponse

ApprovalFlowStatus

ApprovalFlowRejection

ApprovalFlowApproval

ApprovalFlow

`id` String	Unique identifier of the Approval Flow.
`version` Int	Current version of the Approval Flow.
`order` OrderReference	Order that needs to be approved.
`businessUnit` BusinessUnitKeyReference	Business Unit the Approval Flow belongs to.
`rules` Array of ApprovalRule	Approval Rules that matched the Order.
`status` ApprovalFlowStatus	Indicates whether the Approval Flow is under review, approved, or rejected. Default: `Pending`
`rejection` ApprovalFlowRejection	Present when the status of the Approval Flow is `Rejected`.
`approvals` Array of ApprovalFlowApproval	Existing approvals in the Approval Flow.
`eligibleApprovers` Array of RuleApprover	Associate Roles that can approve according to the approver hierarchy tiers defined in `rules`. Associates are allowed to reject even after they have given approval, as long as the current approver hierarchy tier still contains their role.
`pendingApprovers` Array of RuleApprover	Associate Roles required for approval based on the approver hierarchy tiers defined in `rules` across all remaining tiers.
`currentTierPendingApprovers` Array of RuleApprover	Associate Roles required for approval based on the approver hierarchy tiers defined in `rules` only for the currently active tier(s).
`custom` CustomFields	Custom Fields on the Approval Flow.
`createdAt` DateTime	Date and time (UTC) the Approval Flow was initially created.
`createdBy`BETA CreatedBy	Present on resources created after 1 February 2019 except for events not tracked.
`lastModifiedAt` DateTime	Date and time (UTC) the Approval Flow was last updated.
`lastModifiedBy`BETA LastModifiedBy	Present on resources created after 1 February 2019 except for events not tracked.

ApprovalFlowPagedQueryResponse

PagedQueryResult with results containing an array of ApprovalFlow.

`limit` Int	Number of results requested.
`offset` Int	Number of elements skipped.
`count` Int	Actual number of results returned.
`total` Int	Total number of results matching the query. This number is an estimation that is not strongly consistent. This field is returned by default. For improved performance, calculating this field can be deactivated by using the query parameter `withTotal=false`. When the results are filtered with a Query Predicate, `total` is subject to a limit.
`results` Array of ApprovalFlow	Approval Flows matching the query.

ApprovalFlowStatus

Indicates whether the Approval Flow is under review, approved, or rejected.

Pending: Default status of Approval Flows, indicating that the Approval Flow has not been fully approved or rejected.
Approved: Automatically set when all approvers from matching Approval Rules have approved. It indicates that the Approval Flow has been fully approved and is completed.
Rejected: Automatically set when a rejection occurs in the Approval Flow. A single rejection is sufficient to reject the entire Approval Flow.

ApprovalFlowRejection

`rejecter` Associate	Associate who rejected the Approval Flow.
`rejectedAt` DateTime	Date and time (UTC) when the Approval Flow was rejected at.
`reason` String	The reason for the rejection of the Approval Flow.

ApprovalFlowApproval

`approver` Associate	Associate who approved the Approval Flow.
`approvedAt` DateTime	Date and time (UTC) when the Approval Flow was approved at.

Get ApprovalFlow

Get ApprovalFlow in BusinessUnit by ID

GET

https://api.{region}.commercetools.com/{projectKey}/as-associate/{associateId}/in-business-unit/key={businessUnitKey}/approval-flows/{id}

OAuth 2.0 Scopes:

view_approval_flows:{projectKey}

Path parameters:

`region` String	Region in which the Project is hosted.
`projectKey` String	`key` of the Project.
`associateId` String	`id` of the Customer who is acting on behalf of the BusinessUnit.
`businessUnitKey` String	`key` of the BusinessUnit.
`id` String	`id` of the ApprovalFlow.

Query parameters:

expand

Expansion

The parameter can be passed multiple times.

Response:

200ApprovalFlowasapplication/json

Request Example:cURL

curl --get https://api.{region}.commercetools.com/{projectKey}/as-associate/{associateId}/in-business-unit/key={businessUnitKey}/approval-flows/{id} -i \
--header 'Authorization: Bearer ${BEARER_TOKEN}'

200 Response Example: ApprovalFlowjson

{
  "id": "0bd46ab0-ab12-4191-be2a-749e4f0453ef",
  "version": 2,
  "createdAt": "2023-06-12T14:43:46.096Z",
  "lastModifiedAt": "2023-06-12T14:43:46.202Z",
  "lastModifiedBy": {
    "clientId": "EH-PdRPKst38wygJuKChVlBS",
    "isPlatformClient": false
  },
  "createdBy": {
    "clientId": "EH-PdRPKst38wygJuKChVlBS",
    "isPlatformClient": false
  },
  "order": {
    "typeId": "order",
    "id": "f6c6cd95-0a09-4dd6-9253-1cd27c70b184"
  },
  "businessUnit": {
    "typeId": "business-unit",
    "key": "bu-key"
  },
  "rules": [
    {
      "id": "ff806a85-1457-4cef-929a-79aefe85f02d",
      "version": 1,
      "createdAt": "2023-06-12T14:43:45.732Z",
      "lastModifiedAt": "2023-06-12T14:43:45.732Z",
      "lastModifiedBy": {
        "clientId": "EH-PdRPKst38wygJuKChVlBS",
        "isPlatformClient": false
      },
      "createdBy": {
        "clientId": "EH-PdRPKst38wygJuKChVlBS",
        "isPlatformClient": false
      },
      "key": "ar-key",
      "name": "name",
      "description": "description",
      "status": "Active",
      "predicate": "customer.email = \"example@example.org\"",
      "approvers": {
        "tiers": [
          {
            "and": [
              {
                "or": [
                  {
                    "associateRole": {
                      "typeId": "associate-role",
                      "key": "approver0"
                    }
                  }
                ]
              },
              {
                "or": [
                  {
                    "associateRole": {
                      "typeId": "associate-role",
                      "key": "approver1"
                    }
                  }
                ]
              }
            ]
          },
          {
            "and": [
              {
                "or": [
                  {
                    "associateRole": {
                      "typeId": "associate-role",
                      "key": "approver2"
                    }
                  }
                ]
              }
            ]
          }
        ]
      },
      "requesters": [
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "requester"
          }
        }
      ],
      "businessUnit": {
        "typeId": "business-unit",
        "key": "bu-key"
      }
    }
  ],
  "status": "Pending",
  "approvals": [
    {
      "approver": {
        "customer": {
          "typeId": "customer",
          "id": "9c95aece-ccfa-4cc2-98c5-6b7a5e474361"
        },
        "associateRoleAssignments": [
          {
            "associateRole": {
              "typeId": "associate-role",
              "key": "approver0"
            },
            "inheritance": "Disabled"
          }
        ]
      },
      "approvedAt": "2023-04-06T17:41:28.123Z"
    }
  ],
  "eligibleApprovers": [
    {
      "associateRole": {
        "typeId": "associate-role",
        "key": "approver0"
      }
    },
    {
      "associateRole": {
        "typeId": "associate-role",
        "key": "approver1"
      }
    },
    {
      "associateRole": {
        "typeId": "associate-role",
        "key": "approver2"
      }
    }
  ],
  "pendingApprovers": [
    {
      "associateRole": {
        "typeId": "associate-role",
        "key": "approver1"
      }
    },
    {
      "associateRole": {
        "typeId": "associate-role",
        "key": "approver2"
      }
    }
  ],
  "currentTierPendingApprovers": [
    {
      "associateRole": {
        "typeId": "associate-role",
        "key": "approver1"
      }
    }
  ]
}

Query ApprovalFlow in BusinessUnit

GET

https://api.{region}.commercetools.com/{projectKey}/as-associate/{associateId}/in-business-unit/key={businessUnitKey}/approval-flows

OAuth 2.0 Scopes:

view_approval_flows:{projectKey}

Path parameters:

`region` String	Region in which the Project is hosted.
`projectKey` String	`key` of the Project.
`associateId` String	`id` of the Customer who is acting on behalf of the BusinessUnit.
`businessUnitKey` String	`key` of the BusinessUnit.

Query parameters:

`where` QueryPredicate	The parameter can be passed multiple times.
`/^var[.][a-zA-Z0-9]+$/` Any string parameter matching this regular expression	Predicate parameter values. The parameter can be passed multiple times.
`sort` Sort	The parameter can be passed multiple times.
`expand` Expansion	The parameter can be passed multiple times.
`limit` Int	Number of results requested.
`offset` Int	Number of elements skipped.
`withTotal` Boolean	Controls the calculation of the total number of query results. Set to `false` to improve query performance when the `total` is not needed.

Response:

200ApprovalFlowPagedQueryResponseasapplication/json

Request Example:cURL

curl --get https://api.{region}.commercetools.com/{projectKey}/as-associate/{associateId}/in-business-unit/key={businessUnitKey}/approval-flows -i \
--header 'Authorization: Bearer ${BEARER_TOKEN}'

200 Response Example: ApprovalFlowPagedQueryResponsejson

{
  "limit": 20,
  "offset": 0,
  "count": 1,
  "total": 1,
  "results": [
    {
      "id": "0bd46ab0-ab12-4191-be2a-749e4f0453ef",
      "version": 2,
      "createdAt": "2023-06-12T14:43:46.096Z",
      "lastModifiedAt": "2023-06-12T14:43:46.202Z",
      "lastModifiedBy": {
        "clientId": "EH-PdRPKst38wygJuKChVlBS",
        "isPlatformClient": false
      },
      "createdBy": {
        "clientId": "EH-PdRPKst38wygJuKChVlBS",
        "isPlatformClient": false
      },
      "order": {
        "typeId": "order",
        "id": "f6c6cd95-0a09-4dd6-9253-1cd27c70b184"
      },
      "businessUnit": {
        "typeId": "business-unit",
        "key": "bu-key"
      },
      "rules": [
        {
          "id": "ff806a85-1457-4cef-929a-79aefe85f02d",
          "version": 1,
          "createdAt": "2023-06-12T14:43:45.732Z",
          "lastModifiedAt": "2023-06-12T14:43:45.732Z",
          "lastModifiedBy": {
            "clientId": "EH-PdRPKst38wygJuKChVlBS",
            "isPlatformClient": false
          },
          "createdBy": {
            "clientId": "EH-PdRPKst38wygJuKChVlBS",
            "isPlatformClient": false
          },
          "key": "ar-key",
          "name": "name",
          "description": "description",
          "status": "Active",
          "predicate": "customer.email = \"example@example.org\"",
          "approvers": {
            "tiers": [
              {
                "and": [
                  {
                    "or": [
                      {
                        "associateRole": {
                          "typeId": "associate-role",
                          "key": "approver0"
                        }
                      }
                    ]
                  },
                  {
                    "or": [
                      {
                        "associateRole": {
                          "typeId": "associate-role",
                          "key": "approver1"
                        }
                      }
                    ]
                  }
                ]
              },
              {
                "and": [
                  {
                    "or": [
                      {
                        "associateRole": {
                          "typeId": "associate-role",
                          "key": "approver2"
                        }
                      }
                    ]
                  }
                ]
              }
            ]
          },
          "requesters": [
            {
              "associateRole": {
                "typeId": "associate-role",
                "key": "requester"
              }
            }
          ],
          "businessUnit": {
            "typeId": "business-unit",
            "key": "bu-key"
          }
        }
      ],
      "status": "Pending",
      "approvals": [
        {
          "approver": {
            "customer": {
              "typeId": "customer",
              "id": "9c95aece-ccfa-4cc2-98c5-6b7a5e474361"
            },
            "associateRoleAssignments": [
              {
                "associateRole": {
                  "typeId": "associate-role",
                  "key": "approver0"
                },
                "inheritance": "Disabled"
              }
            ]
          },
          "approvedAt": "2023-04-06T17:41:28.123Z"
        }
      ],
      "eligibleApprovers": [
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver0"
          }
        },
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver1"
          }
        },
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver2"
          }
        }
      ],
      "pendingApprovers": [
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver1"
          }
        },
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver2"
          }
        }
      ],
      "currentTierPendingApprovers": [
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver1"
          }
        }
      ]
    }
  ]
}

Update ApprovalFlow

Update ApprovalFlow in BusinessUnit by ID

POST

https://api.{region}.commercetools.com/{projectKey}/as-associate/{associateId}/in-business-unit/key={businessUnitKey}/approval-flows/{id}

OAuth 2.0 Scopes:

manage_approval_flows:{projectKey}

Path parameters:

`region` String	Region in which the Project is hosted.
`projectKey` String	`key` of the Project.
`associateId` String	`id` of the Customer who is acting on behalf of the BusinessUnit.
`businessUnitKey` String	`key` of the BusinessUnit.
`id` String	`id` of the ApprovalFlow.

Query parameters:

expand

Expansion

The parameter can be passed multiple times.

Request Body:

application/json

`version` Int	Expected version of the Approval Flow to which the changes should be applied. If the expected version does not match the actual version, a ConcurrentModification error will be returned.
`actions` Array of ApprovalFlowUpdateAction	Update actions to be performed on the Approval Flow.

Response:

200ApprovalFlowasapplication/json

Request Example:cURL

curl https://api.{region}.commercetools.com/{projectKey}/as-associate/{associateId}/in-business-unit/key={businessUnitKey}/approval-flows/{id} -i \
--header 'Authorization: Bearer ${BEARER_TOKEN}' \
--header 'Content-Type: application/json' \
--data-binary @- << DATA 
{
  "version" : 1,
  "actions" : [ {
    "action" : "reject",
    "reason" : "Out of policy"
  } ]
}
DATA

200 Response Example: ApprovalFlowjson

{
  "id": "0bd46ab0-ab12-4191-be2a-749e4f0453ef",
  "version": 3,
  "createdAt": "2023-06-12T14:43:46.096Z",
  "lastModifiedAt": "2023-06-12T14:43:46.242Z",
  "lastModifiedBy": {
    "clientId": "EH-PdRPKst38wygJuKChVlBS",
    "isPlatformClient": false
  },
  "createdBy": {
    "clientId": "EH-PdRPKst38wygJuKChVlBS",
    "isPlatformClient": false
  },
  "order": {
    "typeId": "order",
    "id": "f6c6cd95-0a09-4dd6-9253-1cd27c70b184"
  },
  "businessUnit": {
    "typeId": "business-unit",
    "key": "bu-key"
  },
  "rules": [
    {
      "id": "ff806a85-1457-4cef-929a-79aefe85f02d",
      "version": 1,
      "createdAt": "2023-06-12T14:43:45.732Z",
      "lastModifiedAt": "2023-06-12T14:43:45.732Z",
      "lastModifiedBy": {
        "clientId": "EH-PdRPKst38wygJuKChVlBS",
        "isPlatformClient": false
      },
      "createdBy": {
        "clientId": "EH-PdRPKst38wygJuKChVlBS",
        "isPlatformClient": false
      },
      "key": "ar-key",
      "name": "name",
      "description": "description",
      "status": "Active",
      "predicate": "customer.email = \"example@example.org\"",
      "approvers": {
        "tiers": [
          {
            "and": [
              {
                "or": [
                  {
                    "associateRole": {
                      "typeId": "associate-role",
                      "key": "approver"
                    }
                  }
                ]
              }
            ]
          }
        ]
      },
      "requesters": [
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "requester"
          }
        }
      ],
      "businessUnit": {
        "typeId": "business-unit",
        "key": "bu-key"
      }
    }
  ],
  "status": "Rejected",
  "rejection": {
    "rejecter": {
      "customer": {
        "typeId": "customer",
        "id": "49b7011c-f1a6-411a-a69b-724b96dab934"
      },
      "roles": [],
      "associateRoleAssignments": [
        {
          "associateRole": {
            "typeId": "associate-role",
            "key": "approver"
          },
          "inheritance": "Disabled"
        }
      ]
    },
    "rejectedAt": "2023-06-12T14:43:46.239Z",
    "reason": "Out of policy"
  },
  "approvals": [],
  "eligibleApprovers": [],
  "pendingApprovers": [],
  "currentTierPendingApprovers": []
}

Update actions

Approve

This update action allows an Associate to approve an Approval Flow. The process takes into account all Associate Roles held by the Associate, aligning with the matched Approval Rules and their respective approver hierarchies.

When every required Associate has given their approval, the Approval Flow achieves a fully approved state, automatically updating its status to Approved. An Associate is eligible to approve only if their roles are within tiers of the Approval Rule hierarchy that are yet to be fully approved or rejected. As such, an Associate may be able to give their approval more than once.

action

String

"approve"

Example: json

{
  "action": "approve"
}

Reject

This update action allows an Associate to reject an Approval Flow, setting its status to Rejected. The process takes into account all Associate Roles held by the Associate, aligning with the matched Approval Rules and their respective approver hierarchies. Even a single rejection in the process will result in the rejection of the entire Approval Flow.

An Associate is eligible to reject only if their roles are within tiers of the Approval Rule hierarchy that are yet to be rejected. An Associate may alter a prior approval into a rejection.

`action` String	`"reject"`
`reason` String	The reason for the rejection of the Approval Flow.

Example: json

{
  "action": "reject",
  "reason": "Out of policy"
}

Set Custom Type

`action` String	`"setCustomType"`
`type` TypeResourceIdentifier	Defines the Type that extends the ApprovalFlow with Custom Fields. If absent, any existing Type and Custom Fields are removed from the ApprovalFlow.
`fields` FieldContainer	Sets the Custom Fields fields for the ApprovalFlow.

Example: json

{
  "action": "setCustomType",
  "type": {
    "id": "{{type-id}}",
    "typeId": "type"
  },
  "fields": {
    "exampleStringTypeField": "TextString"
  }
}

Set CustomField

`action` String	`"setCustomField"`
`name` String	Name of the Custom Field.
`value` CustomFieldValue	If `value` is absent or `null`, this field will be removed if it exists. Removing a field that does not exist returns an InvalidOperation error. If `value` is provided, it is set for the field defined by `name`.

Example: json

{
  "action": "setCustomField",
  "name": "ExampleStringTypeField",
  "value": "TextString"
}