Change Request Workflow

[Burhan Shah]

Hello Community,

Can someone provide a step to step or script guide in creating a change management workflow?

1st Approval: BRM (Reference Sys_User)

2nd Approval: Business Owner (Reference Sys_User)

3rd Approval: CAB approval (80%)

4th Task: To be assigned to change creator to upload the UAT document.

5th BRM Review (Reference Sys_User)

6th Approval: CAB approval 100%
7th Task: To be assigned to DBAs for deployment

8th BRM Review

9th Step Closed.

if any of the stage is rejected, it should be cancelled.

Regards,

Burhan Shah

[tajinderpal]

Hi Burhan,

You can use flow designer to achieve this.

1. In the trigger condition you can select for which table you want to run it (Ex: Change).

2. The you may use OOB 'Ask for approval' activity which will take care of the approval steps and 'create task' for creating new task.

3. You can also define if condition (if not approved) then in the 'update record' activity you can set the value of State to cancelled.

Thanks,

Tajinder

Please consider marking my answer as helpful and accepting it as the solution if it assisted you in any way.

[Burhan Shah]

I tried creating a task via flow designer but it didn’t work. That is why I am asking for a step by step guide.

[Syed14]

Try this for creating change task after 'Ask for Approval' action

[tajinderpal]

Please make sure you are also setting the value of parent under this activity.