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    Home Orlando IT Service Management IT Service Management Change Management Change approval policies Use the Change Approval Policy workflow activity

    Use the Change Approval Policy workflow activity

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    Use the Change Approval Policy workflow activity

    Apply your Change Policy in your Change Request workflow to manage the approvals.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to Workflow Editor.
    2. Open the change request workflow that you want to use in the Change Policy activity.
    3. Drag and drop the Change Approval Policy activity from the Change Policy section in the Core activities tab.
      Note: This activity is only available when the workflow runs on a table that extends or is the change_request table.
    4. Configure the activity by specifying the Change Approval Policy in the workflow.
    5. Configure the Policy input field to setup inputs that are defined on the associated Change Approval Policy record.
    6. Configure the Finish condition if the workflow needs to handle a scenario where the activity needs to complete ahead of time because of a change in the Change Request. For example, when the change request is on-hold
    7. Click Update.
    Related tasks
    • Create approval definitions
    • Create change approval policies
    Related concepts
    • Change Approval Policy workflow activity

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    Release version
    Choose your release version

      Use the Change Approval Policy workflow activity

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Use the Change Approval Policy workflow activity

      Apply your Change Policy in your Change Request workflow to manage the approvals.

      Before you begin

      Role required: admin

      Procedure

      1. Navigate to Workflow Editor.
      2. Open the change request workflow that you want to use in the Change Policy activity.
      3. Drag and drop the Change Approval Policy activity from the Change Policy section in the Core activities tab.
        Note: This activity is only available when the workflow runs on a table that extends or is the change_request table.
      4. Configure the activity by specifying the Change Approval Policy in the workflow.
      5. Configure the Policy input field to setup inputs that are defined on the associated Change Approval Policy record.
      6. Configure the Finish condition if the workflow needs to handle a scenario where the activity needs to complete ahead of time because of a change in the Change Request. For example, when the change request is on-hold
      7. Click Update.
      Related tasks
      • Create approval definitions
      • Create change approval policies
      Related concepts
      • Change Approval Policy workflow activity

      Tags:

      Feedback

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