Change Approval Policy - How to filter to require a subset of approvers within a group?

Roger11
Giga Guru

I am trying to create a Change Approval Policy based on the Assignment Group of a change, but to only include members within the Assignment Group who are members of a second group (eg Change Champions) so that the approver list is restricted to a limited set of people within the chosen Assignment Group (and generate a skipped approval if that group doesn't have any change champions).

The only way I can see of achieving something like this would be to use a Business Rule so that if the BR can detect that it is a change and that we're currently running this stage of the approval process, cancel the insert of any records of users that don't belong to this change champion group. Is there a better way (if this is even a consideration).?

1 ACCEPTED SOLUTION

Community Alums
Not applicable

@Roger11 , If no common field/connection is present between the two. then one way to achieve it is by going forward with a new custom field. that would help us to get the values from the change record. 

View solution in original post

9 REPLIES 9

But looking at the data available on the sysapproval_approver table, there doesn't seem to be enough context available to dig into the existing change structure to determine that we're currently on the "Change Champion" approval phase versus another one - unless we could update the wf_activity fields (which we don't appear to have access to) or to create a new change state for the bespoke Change Champion approval step which has different requirements to normal approval requirements.

but how?

Roger11
Giga Guru

Is there somehow to get to the Approval Policy "Action Label" from a business rule?

Roger11_0-1726471796813.png

 

Community Alums
Not applicable

@Roger11 , If no common field/connection is present between the two. then one way to achieve it is by going forward with a new custom field. that would help us to get the values from the change record. 

Thanks. I think it is going to be either that or a separate state in the change state flow.