Peer approval for standard change template

[Alex Saager1]

We've a requirement to add peer approvals (no cab approval needed) for a couple of standard change templates and was wondering the best way to achieve this?

[Dan O Connor]

@Alex Saager1 Is this a temporary measure, where afterwards you will revert back to the standard change template process? 

Or is this a subset of templates that moving forward a peer review and not CAB approval?

If you want to have the approval style features, you can create a new Approval Request for these using Flow Designer.

If it's a temporary measure, you could just use the comments to capture this? I have rarely seen Peer Reviews being actual approvals, and normally I see customers who use Peer Review simply capturing it in the comments 

[Alex Saager1]

Hi @Dan O Connor 

No this will be 2-3 templates that that will always require peer approval, anything that requires CAB approval will continue to be a normal change.

I agree that the comments would be the best option as my view was that if any approval was need surely that's a normal change anyway, but this is what the business wants

It's also worth mentioning that we're still using workflows for our change process and not flow designer does this make a difference?

[Dan O Connor]

@Alex Saager1 I'd suggest you look into using Flow Designer. Workflow has been renamed Workflow Legacy, as it receives no enhancements or updates through releases. Where as Flow Designer does and is considered our recommended Workflow engine. 

this could be a good opportunity to use Flow Designer. You will pickup and learn some core concepts around triggers, approval flows etc.

So in Flow you could create a workflow that triggers when one of the Standard Change templates is submitted (or whatever trigger you need) and then initiate an approval workflow using peer review. To then capture an accept or reject. 

Definitely check out Flow Designer, I'd be shocked if once you use it you ever want to go back to Workflow legacy 😉 

[Alex Saager1]

Thanks @Dan O Connor I'll take a look on now learning for some courses on Flow Designer and take it from there as there's no urgency on this, thanks again 👍