Change Approval Policy workflow activity
Summarize
Summary of Change Approval Policy workflow activity
The Change Approval Policy workflow activity enables ServiceNow customers to control the approval process for change requests by applying user and group approvals based on a defined Change Approval Policy record. This activity can be included multiple times in a workflow, each referencing the same or different policies. It evaluates the change request and additional inputs to determine the applicable approval definitions and outcomes.
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This activity is specifically available for workflows operating on the changerequest table or its extensions.
Key Features
- Dynamic policy evaluation: Uses inputs from the change request and policy input scripts to apply approval definitions from matching decisions.
- Multiple outcomes: Returns result values such as Approved, Rejected, Canceled, Skipped, or Finished to indicate the approval status.
- Configurable input variables: Allows setting the specific Change Approval Policy, additional policy inputs, and finish conditions to manage approval lifecycle.
- Conditional transitions: Defines workflow transitions based on approval results (Approved, Rejected, Error, Skipped), enabling flexible workflow logic.
- Activity states management: Tracks execution states such as Executing, Waiting, Finished, Cancelled, or Error to control workflow progression and error handling.
- Handling of pending approvals: Finish conditions can mark pending approvals as No Longer Required, useful for scenarios like putting a Change Request on hold and later resuming.
Practical Use and Example
For instance, in the Change Request - Normal workflow, this activity can be configured to check if a manager from the assigned group has already approved the request by setting a policy input (e.g., managerapproved). It evaluates existing approvals accordingly.
Using the Finish condition, the activity can be completed prematurely (e.g., when the Change Request is placed on hold) by disregarding pending approvals, and restarted when the request resumes, ensuring accurate approval tracking throughout the change lifecycle.
What to Expect
By implementing the Change Approval Policy activity, customers can automate and customize approval workflows based on complex policy definitions, improve approval accuracy, and handle dynamic change states effectively. This results in streamlined change management processes aligned with organizational policies.
Use the Change Approval Policy workflow activity to control the approval process for a change request by creating user and group approvals according to a change approval policy record. Multiple activities can be used in a workflow, where each activity can reference the same or different Change Approval Policies.
Results
- Approved
- Rejected
- Canceled
- Skipped
- Finished
Input variables
| Field | Description |
|---|---|
| Approval Policy | The Change Approval Policy that you want to apply to the change request. |
| Policy Input | Policy Inputs that are defined on the Change Approval Policy record. Set additional policy inputs here. |
| Finish condition | Determine if the activity should complete while pending approvals remain. Use this condition if the workflow is configured to handle restarting the Change Approval Policy activity. For example, when the Change Request goes on-hold. |
Condition
| Condition | Description |
|---|---|
| Approved | Change request is approved when the criteria defined by applied Approval Definitions is met. |
| Rejected | Any rejection from applied Approval Definitions will result in the Rejected outcome. |
| Error | The event or condition that generates an error. |
| Skipped | If this condition is not configured on the activity, then the Approved condition is
used. This outcome occurs for the following scenarios:
|
States
| State | Description |
|---|---|
| Executing | The workflow engine starts the execute function of the activity. |
| Waiting | The workflow engine ignores the activity until a specific event to restart the activity is fired. |
| Finished | The activity finished running. See the result value for the outcome of the activity. |
| Cancelled | This activity, or the workflow that contains this activity, was canceled. |
| Error | A JavaScript error occurred. Review the logs for error details. |
Example
In this example, let us reference the Risk approvals activity in the Change Request - Normal workflow. In the workflow, the change approval policy factors if the assigned group's manager has already approved the Change Request.
You can use this activity to access the risk of the change request of a normal change policy. When this activity runs, the associated decisions executes the approvals that needs to be requested.
The Finish condition field is used to complete the activity by marking pending approvals as No Longer Required. In this workflow example, when the Change Request is put on-hold, the Change Approval Policy activity is completed and the workflow disregards the pending approvals before waiting for the Change Request to resume. When the on-hold state is released, the Change Approval Policy activity is restarted.