Approval Gate Setup in Pipeline Step

Owned by Christina
Last updated: Aug 30, 2022
3 min read

An Approval Gate step can now be added to pipeline in order to obtain approval by selected user before continuation of steps can occur. There are 2 steps in this workflow, including creating a properly configured notification tool in Tool Registry where you will receive the approval notification (Slack, Teams, Jira, ServiceNow or Email). The following instructions explain how to properly configure a Microsoft Teams Tool and then configure an Approval Gate pipeline step.

Teams Tool Setup

  1. In Tool Registry, create a new tool using ‘Teams’ as Tool Identifier.

  2. In the newly created tool, navigate to the Connections tab.

  3. In Teams Webhook URL paste your webhook URL from the selected Team’s portal.

  4. Click Save to save the configuration.

Approval Gate Step Configuration

  1. To add Approval Gate step, add a new pipeline step in the pipeline Workflow. Select Approval Gate from the Tool drop-down. Click Save and close the step.

2. Click on the gear icon to open the Step Configurations and add a Custom Step Message and Point of Contact.

 

3. Click Save then proceed to add a Step Notification to the step by clicking the mail icon on the step.

4. Select the type of notification the user will receive. Choose from Slack Teams, Jira, ServiceNow, or Email Notifications. Once the notification type is selected you can select a Notification Level and configured Tool.

5. Notification Level - Select when you would like to receive approval.

6. Teams Tool - Select the configured teams tool where approval will be sent.

7. Click the ‘Save’ button.

Approval Gate Process in Pipeline

Once the above Approval Gate step has been set up properly, and the pipeline begins running, the configured Teams tool will receive a notification once the Approval Gate pipeline step is reached.

User will receive a notification in Teams UI and has the option to ‘Approve’ or ‘Reject’ either here or within the Opsera portal.

Teams approval:

Approval through the Opsera Platform

Click Approve button.

Add any comments, enable the Approved toggle, and click Approve button.

You will then receive an Approval Status message verifying that the approval has been received. The pipeline will continue to run.