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Configuring auto-approvals

Overview#

With Indent, you can automatically approve petitions that meet certain conditions. For example, if someone is on-call, a member of a group or assigned to a customer in Salesforce.

Today this functionality works using webhook integrations allowing customers to set up common configurations out-of-the-box (e.g. on-call auto-approval) or define entirely customized logic for approving petitions.

This guide will walk you through:

  1. Selecting the right webhook integration
  2. Creating a resource for the auto-approval bot
  3. Adding the bot as an authorized approver
  4. Adding a webhook policy for when the integration applies

Step 1: Install the webhook integration#

You can find all the webhook integrations in the Integrations page. To select the integration you want to use, click on the integration name.

Commonly used auto-approval integrations:

  • Okta โ€” based on group membership

Step 2: Create a resource for auto-approval bot#

Create a new Resource in your Dashboard. This resource will be used as the Actor to auto-approve petitions once configured.

The information about the bot depends on the webhook integration you selected and your configuration. Look under the Create an auto-approval user section in the integration documentatino.

Step 3: Add bot as an authorized approver#

In order for Indent to accept claims from the bot, you need to add it as an authorized approver. Configure the approvers for granting access to your resources, in the configuration page and add the bot user from Step 2 as one of the approvers.

Step 4: Configure webhook policy#

Now that you have a bot user and a deployed webhook, you'll need to update your Space's Webhook Policies to work with the new webhook.

Note: Webhook Policies are an early access feature, you can enable them by clicking on your Avatar, select "Feature Preview," then clicking the toggle for "Webhook Policies" (as of May 2022)

  1. Navigate to Policies โ†’ Webhook Policies
  2. Click New and create a new Policy.
  3. Enter a descriptive name for your Policy, e.g. PagerDuty Auto-approvals.
  4. Choose the webhook you created as part of Step 1.
  5. Optional: you can set conditions when the policy should apply, e.g. if a resource has an auto_approval label or certain kind of resource.
  6. Click Save.

Congrats! You've just configured your Space to use auto-approvals.


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