Use the Change Approval Policy workflow activity

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Apply your Change Policy in your Change Request workflow to manage the approvals.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Workflow Editor.
    2. Open the change request workflow that you want to use in the Change Policy activity.
    3. Drag and drop the Change Approval Policy activity from the Change Policy section in the Core activities tab.
      Note:
      This activity is only available when the workflow runs on a table that extends or is the change_request table.
    4. Configure the activity by specifying the Change Approval Policy in the workflow.
    5. Configure the Policy input field to setup inputs that are defined on the associated Change Approval Policy record.
    6. Configure the Finish condition if the workflow needs to handle a scenario where the activity needs to complete ahead of time because of a change in the Change Request.
      For example, when the change request is on-hold.
    7. Click Update.