set multi-level approvals using change approval policy builder

[ShuRiseUp2023]

HI Community

I was trying to set a multiple level approval for emergency change request to at Authorize state. e.g. after the assignment group manager approval and then CAB approval. After CAB approved move the change request to Scheduled state. 

In the change approval policy builder, the condition is State is Authorize, the result: change approval definition.

2 decision rows: both state is Authorize, the change approval definition is Assignment group manager approval and the second one is CAB approval.

I noticed when I click the request approval. the 2 approvers are requested at the same time (1 is the assignment group manager and the other is the member of CAB approval group. If I approved the assignment group manager, the CAP member is no longer requested. 

Or I need to add a substate for approval to say 1st level approved, 2nd level approved to set in the condition? 

How to use or modify the OOB approval policy. Thanks

[kaushal_snow]

Hi @ShuRiseUp2023,

You can kind of force multi level approvals in the Change Approval Policy Builder by using flag / policy input fields (for example, Round1Complete = false initially) as part of the policy inputs, then in your decision rows, use conditions like State is Authorize AND Round1Complete is false for the first approval (assignment group manager), and another decision State is Authorize AND Round1Complete is true for the CAB approval, and then in your flow (or a script) set Round1Complete = true once the first approval is done so that the CAB decision only becomes active afterwards....

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

[ShuRiseUp2023]

Hi Kaushal_snow. 

Thank you for your timely response. This is exactly what I'm thinking.: add a custom field as a flag to indicate the level 1 approved then add the condition to the second level approval. But eventually we still need to use a flow to set the flag true when the level 1 approved. So, in this case, why not just use a flow for the approval. That will be much easier.  The OOB flow Change-Emergency-Authorize uses the OOB Emergency Change policy as the approval policy. We can simply create a flow to ask approvals, if level 1 approved ask for 2nd level approval etc.  

Is there any other way we can maximize the OOB features to minimize the configuration for this case? Thank you so much for your response again.