Multiple Level Approvals Required in Change Management

[Uday Gonuguntla]

Hello Experts,

As per the OOTB for normal changes, After the assess state change will be moved to authorize and triggers CAB approval. But our requirement is in authorize state we need two levels of approvals. One will goes to CMG group and if they approve then it goes to second level approval to CAB group.

We have added approval decisions in the Normal change policy but the problem we are facing is, after moving the change to authorize state then both levels of approvals triggering at a time (CMG and CAB) but we need one after another.

Is there a way we can achieve this using OOTB change approval policies and decisions?

Thanks

Uday

[AnubhavRitolia]

Hi @Uday Gonuguntla 

Normal Change Request process is automated using "Change Request - Normal" Workflow as below:

You just need to modify this workflow and add your required Approvals activities before "Set Value" activity which set state to 'Authorize' as highlighted below:

NOTE: To make changes you need to first checkout the workflow, make required changes and than again Publish it to make it work.

[Joe DeStefano2]

Hi Uday,

I know it's been awhile since you posted your question, but did you ever come up with a solution?  Did you end up going with a new change model and your own custom flow?  A checkbox on the change request that gets ticked after the first level approval could be used in the trigger condition of the next approval.  Did you try that?

[saha_namrata92]

Hi Joe, similar requirement.
Using the OOB Normal change approval policy in flow designer.
Could you please suggest, where does that checkbox is present?

Thanks,

[saha_namrata92]

Hi Uday,

Did you able to get a solution for your requirement on CHG approvals?