Create a Change approval policy using decision builder

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create a change approval policy using the Change approval policy decision builder to define the approvals that should be generated for your change.

    Before you begin

    The Decision Builder [sn_decision_design] plugin must be installed.

    A change approval policy can be applied to a change request. An approval policy can contain multiple decisions allowing a single policy to handle every approval required for a change type. When a decision condition matches, the related approval definition is evaluated.

    Role required: admin or change_manager

    Procedure

    1. Navigate to All > Change > Change Policy > .
    2. Select Create new change approval policy.
    3. Enter the name of the policy.
    4. In the Execution field, select an option to determine the approach to implement your decision.
      OptionDescription
      First decision that matches

      Uses the first matching decision in ascending order of the value defined in the Order column of the Decisions list. The associated approval definition is applied.
      Run all decisions that match

      Uses all matching decisions and applies the associated approval definition.
    5. Select Create & Continue.
    6. Select Add an input.
    7. On the form, fill in the fields.
      Table 1. Add an input form
      Field Description
      Label Header of the input.
      Type

      Type of data used for the input.

      When the data type is Reference, a new column titled Reference appears in the form. The reference is the table associated with the input.

      The available input types are:

      • Choice
      • Date
      • Date/Time
      • Decimal
      • Due Date
      • Integer
      • Long
      • Reference
      • String
      • String (Full UTF-8)
      • True/False
    8. Add a condition by selecting Add Condition Column.
    9. On the form, fill in the fields.
      Table 2. Add Condition Column form
      Field Description
      Condition column label Label for the condition.
      Description Brief overview of the condition.
      Input

      Input linked to the condition column.

      To evaluate multiple fields, you can add multiple conditions with the Reference input type.
      Table

      If the data type is Reference, this field is automatically set to the name of the reference table.
      Data to evaluate

      If the input type is Reference, specifies whether the condition evaluates a reference record or a field from the reference table.
      Condition type

      Data type selected for the input.
      Default operator Operator used to evaluate a user-specified value. A default operator is required for all input data types except for True or False.
    10. Optional: Add more conditions by navigating to the last condition column and the plus icon (+) or by pointing to a condition column and clicking the plus icon (+).
    11. For each condition cell, select an operator and enter a value.
      For example, if you wanted to evaluate the change approval policy only for hardware issues, you could set the condition [Assignment group][is][Hardware].
    12. Select the result column, and then select a desired Change approval definition from the list.
    13. In the form header, click Save.

    Result

    A change approval policy is created and is evaluated on a change request that matches the defined condition.